Follow the dividend investment decisions of a person who has no background in financial investment and wishes to take control of their financial future to retire at 60.

Weekly Portfolio Summary - 09 Feb 2019 12:08

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Portfolio Activity

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Portfolio News - (In Case You Missed These Headlines)

Armanino Foods of Distinction (AMNF)

Brookfield Renewable Partners (BEP)

General Motors (GM)

Hasbro (HAS)

Leggett and Platt (LEG)

Medical Properties Trust (MPW)

Procter & Gamble (PG)

Prudential Financial (PRU)

Prospect Capital (PSEC)

Phillips 66 (PSX)

Westwood Holdings Group (WHG)

Weyerhaeuser (WY)

Interesting Blog Posts or Articles

Not a lot of articles this week as most folks were busy posting their monthly results. For a summary of monthly dividend income checkout the well maintained page at our fellow blogger’s site Dividend Driven - Comments: 0

6 Dividend Stocks With a 30-Year Streak of Increasing Their Payouts Higher Than Inflation - 07 Feb 2019 22:42

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1. AFLAC Inc (AFL)

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Inflation Beating Streak: 31 Years
Yield: 2.23%
Payout Ratio: 29%
Most Recent Dividend Increase: 3.85% / Jan 2019

2. Automatic Data Processing Inc. (ADP)

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Inflation Beating Streak: 35 Years
Yield: 2.17%
Payout Ratio: 77%
Most Recent Dividend Increase: 14.49% / Nov 2018

3. Coca-Cola Company (KO)

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Inflation Beating Streak: 34 Years
Yield: 3.16%
Payout Ratio: 142%
Most Recent Dividend Increase: 5.41% / Feb 2018

4. Johnson & Johnson (JNJ)

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Inflation Beating Streak: 38 Years
Yield: 2.73%
Payout Ratio: 64%
Most Recent Dividend Increase: 7.14% / Apr 2018

5. Medtronic (MDT)

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Inflation Beating Streak: 36 Years
Yield: 2.25%
Payout Ratio: 49%
Most Recent Dividend Increase: 8.7% / Jul 2018

6. Target (TGT)

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Inflation Beating Streak: 35 Years
Yield: 3.56%
Payout Ratio: 55%
Most Recent Dividend Increase: 3.23% / Jun 2018 - Comments: 2

January Dividend Income - 03 Feb 2019 21:19

Tags: monthly_income

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After 31 32 years of clocking in and out of work and religiously saving 10% annually every year, in good times and bad, I have decided to share my monthly dividend income to show what regular saving and investing can accomplish.

This month I made $2,915 a slight increase versus last quarters $2901. This was a marginal gain because of two factors. First is the lack of monthly income from my ETFs which make a double distribution payment in December and nothing in January. The second factor was the sale of Versum (VSM), Keurig Dr. Pepper (KDP), and Analog Devices (ADI). All three stocks were acquired from buyouts or spin-offs, however, their position in my portfolio was so small that it was becoming a labor to track all three so I decided to cut them loose. These sells reduced my January income by $17.

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Looking at my 3 year goal metric I improved my percent complete by 0.85% from last month and puts me back on target not just for my 3 year goal but also my annual goal of increasing my forward dividend by 12.5%.

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Back in November I posted about refining my goals and after analysis I discovered that I needed additional emergency cash and needed to save a minimum of $2,000 a year or $170/month until I retire. Well unfortunately I did not start this new goal well and saved a big fat $0 goose egg.

The only consolation is that the funds were used to avoid credit card debt of which I am proud to say that I have now achieved 5 full months of carrying no credit card debt. - Comments: 0

Inflation Beaters Index Updated! - 03 Feb 2019 00:56

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The Inflation Beaters Index has finally been completely updated to reflect all 2018 dividend growth and inflation data. Below is a summary of the update, and hopefully useful to fellow investors.

2018 Average Inflation Rate 2.45%

The final inflation came in at 2.45% and was the highest rate since 2011. This may seem pretty tame but it still takes a bite out of growth.

Take for example AT&T (T) which increased its dividend from $2/share to $2.04/share. This recent increase extended T’s impressive continuous dividend growth to 35 years and cementing it as a dividend aristocrat. However if we adjust the increased dividend for inflation, the annual dividend actually shrank to $1.991/share or -0.45%. This makes that aristocrat status look a bit tarnished.

Changes to the Inflation Beaters Index

Hers is a quick metric summary of the components of the champion (25 or more years) and contenders list (11 to 24 years):

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Weekly Portfolio Summary - 02 Feb 2019 12:32

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Portfolio Activity

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Portfolio News - (In Case You Missed These Headlines)

Camden Property Trust (CPT)

Chevron Corp (CVX)

Iron Mountain (IRM)

Medical Properties Trust (MPW)

Pfizer (PFE)

Prudential Financial (PRU)

Qualcomm (QCOM)

Ryder System (R)

Sabra Healthcare REIT (SBRA)

AT&T (T)

T. Rowe Price (TROW)

United Parcel Service (UPS)

Weyerhaeuser (WY)

Interesting Blog Posts or Articles

Being a FIRE Millionaire Doesn’t Mean You’re Rich by Route to Retire

Here's the Difference Delaying Retirement by 6 Months Can Make
Are you ready for early retirement or just kidding yourself?
What 401(k) Savers Don’t Know About Their 401(k)s - Comments: 0


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