This article reviews portfolio strategy and results for 2012, and describes changes made for 2013. This portfolio is a reflection of my personal Dividend Growth Portfolio. It is a real collection of stocks that I own, though the total dollar value is different, and the amounts are rounded in the Seeking Alpha version to make the presentation clearer. The major change in my approach for 2013 is an equal weighting of all core holdings, rather than an approach that over weighted some. In addition, a collection of satellite holdings supplements the core.
The portfolio met its primary goal, which was income in the $15,000 range, with dividends of $14,929.50, a 4.70% yield based on the cost of the portfolio. Incidental to the income produced, the value of the portfolio appreciated $14,042, a 4.42% gain. This means the total return was 9.12%. The tracking software I used had some glitches in it and I have made manual adjustments where I observed them.
Source: Seeking Alpha
Related Articles:
- 7 Higher-Yielding Consumer Stocks To Build Your Yield
- 2 High-Yield Investments To Increase Income While Waiting On Dividend Growth
- 6 Healthcare Dividend Stocks For A Healthy Portfolio
- 11 Low-Debt, Higher-Yielding Dividend Stocks
- 7 Small-Cap, High-Yield Dividend Stocks
_____________________________________________________________________
Subscribe to:
Post Comments (Atom)
Popular Posts Last 30 Days
-
Do you need more income? Join the crowd. It seems everyone is scouring the landscape these days for decent income investments to beef up the...
-
There are some dividend aristocrats which have not only maintained but increased their dividends for over half a century. Having survived ev...
-
In bull markets, dividends become more or less irrelevant. When the Dow Jones Industrial Average traded above 14,000 in 2007, very few stoc...
-
While I've invested a decent portion of my portfolio into growth stocks, a significant part of my holdings consists of dividend-paying s...
-
Investors hear about dividend aristocrats all the time. It’s a fantastic thing if a company raises its dividend every year for 25 years runn...
-
Stocks can make for amazing investments, offering better long-term returns than bonds, precious metals, and most other commonly available in...
-
All too often when a cheap stock offers a high dividend yield, it's too good to be true. Perhaps the stock has plunged with good reason,...
-
Anxiety over the European debt crisis and distrust in the markets drove volatility in global stock markets to dizzying heights in 2011. The ...
-
If it's dividends you're after, there are plenty of top companies to consider, particularly those on the Dow Jones Industrial Averag...
-
To alert investors of stocks that have the highest risk of reducing their current dividend in the future, Simply Safe Dividends created a Di...
0 comments
Post a Comment
Post a Comment