Dividend Investment Portfolio

//Dividend Investment Portfolio

I attempt to screen and purchase undervalued dividend growth stocks. These companies have increased their dividend for at least 15 years and have a lower than average price to earnings (PE) ratio, a higher operating margin, a low price to book, a reasonable dividend yield and payout ratio.  This is easily my favorite part of my financial empire.

April 2018 Dividend Growth Undervalued Watch List

Every month I apply certain screening metrics, defined below, to sift through those companies that have increased their dividend for at least 20 years.  The screening metrics will change every 6 months, since I am not convinced that I have a fool proof way to determine when a company’s stock price is undervalued. Thoughts before the screen:  With volatility creeping back in vogue, I am not entirely sure what to expect in terms of an outcome.  My hope is that some of that volatility has spilled into some of these long term dividend paying companies.  Maybe, an unloved sector provides me with [...]

By | 2018-04-17T12:36:43+00:00 April 17th, 2018|Dividend Investment Portfolio|1 Comment

March Dividend Growth Portfolio Update

At the current time this is probably my least favorite post to prepare of the three that I do monthly.  While I definitely like preparing this post it is far behind screening for my next purchase, and way further behind preparing my net worth post every month.  I think the reason is that this particular account, while it is my favorite account, is tiny in comparison to my net worth.  I am hoping in the next few years that the account will be so large and the income so significant that this moves up in priority. My Undervalued Dividend Growth Stock Purchase [...]

By | 2018-04-05T16:05:46+00:00 April 5th, 2018|Dividend Investment Portfolio|4 Comments

Screening for Undervalued Dividend Growth Stocks – March 2018

These screens have been happening deeper and deeper into the month, I think I'll have to change that going forward.  Notwithstanding my (self imposed) tardiness, I finally finished my screening process to provide me with a watch list of undervalued dividend growth stocks.  As a reminder, almost every single month for the past few years I created a screen to buy a lot or two (a lot being $500) of a company that has increased their dividend for at least 25 years (using the dividend champion and dividend contender lists).  The screening metrics will change every 6 months, since I am not convinced that [...]

By | 2018-03-22T12:29:41+00:00 March 22nd, 2018|Dividend Investment Portfolio|0 Comments

February Dividend Growth Portfolio Update

To say that February 2018 was a stressful investing month for me would be an understatement.  I learned some pretty hard lessons about the real risk I am taking on selling naked puts, but once volatility calmed down again I ended the month pretty damn close to where I started.  Notwithstanding ending up about where I was, lessons were learned! Selling Naked Puts When There is a Spike in Volatility In addition to purchasing lots of an undervalued dividend growth stock and ignoring it for the next decade, I actively sell naked puts to generate investment income. What Does it Mean to [...]

By | 2018-03-22T15:54:07+00:00 March 15th, 2018|Dividend Investment Portfolio|0 Comments

February 2018 Dividend Growth Undervalued Watch List

For the past few years, I have shared the painstaking task of taking the dividend champion (25+ years of dividend growth) and part of the dividend contender list (20+ years of dividend growth) and screen against stated metrics to narrow down my watch list for the month.  I then buy a lot or two depending on the month; a lot being defined as $500. Thoughts Prior to Screen: With the recent volatility that occurred in February I am pretty excited to see what stocks, if any, got slammed as part of the larger market pull back that we have seen 19 days [...]

By | 2018-02-28T11:44:44+00:00 February 19th, 2018|Dividend Investment Portfolio|0 Comments