Capital appreciation was strong, as my portfolio has returned 7.8% YTD in 2016 (versus 1.7% for S&P 500). Dividend payments were strong, though the shifting mix and strong gains have pushed my forward yield down to 5.0%. My portfolio's value tilt continues to reward. On top of my 5% dividend rate, I saw outperformance for both March (7.4%, versus 6.8% for S&P 500) and April (3.4%, versus 0.4% for S&P 500).
STRATEGY: "Enhanced" dividend growth, or DGI, strategy that focuses on a core of diversified holdings (ETFs and individual companies - my general screening criteria: growing companies (YoY EPS growth >0%) with attractive valuations (PEG <1.5 and P/E <20) and strong and safe dividends (yield >3%, payout <90%, and market cap >$500 million... no tobacco stocks or micro caps), supplemented with return-enhancing tools like hedges (derivatives and shorts), commodity exposure, etc., as well as some crazy picks. Blend of ~50% ETFs (domestic and international, often sector-focused) and individual companies (where there is a compelling reason to own).
Source: Seeking Alpha
Related Articles:
- 9 Dividend Stocks With A 10%+ Dividend Growth Rate
- 3 Styles Of Successful Dividend Investing
- Why Dividend Growth Stocks Are Evil
- Building Yield: 7 Consumer Goods Dividend Stocks
- 9 Higher-Yielding Financial Services Stocks With Rising Dividends
________________________________________________________________
Subscribe to:
Post Comments (Atom)
Popular Posts Last 30 Days
-
Over the years, few companies have served income investors better than the S&P 500 Dividend Aristocrats. To become a “Dividend Aristocra...
-
There is a company that’s doing exactly what you want to do: lending to venture growth stage businesses in the tech sector. Better yet, that...
-
Cheap valued stocks with high yields will never go out of style. I could go on about the powers of compound interest, but I think we're ...
-
First, and perhaps the most obvious, is that being able to enter biotech stocks at a cheaper price — assuming the companies are not fundamen...
-
This has got to be the most interesting high-yield opportunity to watch this earnings season. The company was already one of the most genero...
-
The steady stream of payments from dividend stocks can act as some ballast in the rough seas. After all, if you’re already getting a 3 to 4%...
-
I am adding to my existing long position in this REIT. The commercial property REIT has very convincing portfolio and dividend coverage stat...
-
In this day and age, quarterly earnings are arguably the most watched events in the stock market. And when a company reports its quarterly f...
-
Owning dividend stocks can be a great way to not only grow your portfolio but also get a tax-effective cash return on your investment. Wheth...
-
Owning high-quality, high-yield dividend stocks is the most effective way for investors to achieve outsize returns over the long run. But wh...
0 comments
Post a Comment
Post a Comment