(12-19-2013, 02:08 PM)Doctor Dividend Wrote: Eric:
Those are some pretty hefty increases. It would make much more sense to know on a weighted basis what the true %age will be. Of course, if it is equal weighted, then that is the average.
One little thing I do when calculating the growth is I cap it at 20% because I would like to try and get a rough estimate of how much it might grow the following year. CBRL giving 50% raises for the next 5-7 years is unrealistic, but 15-20% may be possible. My projection has my portfolio's income growing 8.4% without any consideration of DRIP.
One last comment, RGR has stated their dividend will fluctuate with the net income (roughly 40% of the reported quarter's net income), so at some point, expect that to be negative.
DD
The weighting is generally 2%. I built the portfolio earlier this year and everything was equally weighted. Some have grown more than others since then and I have added to a few positions as well.
Right now the highest weighting is RGR, PM, AAPL and DLR as I've added to PM and DLR positions while RGR and AAPL have grown to take a larger percentage. They are roughly 3.5% each.
As for RGR, I am aware of their 40% payout target. I haven't decided if I will consider RGR a long term holding or not. I think it has a year or so of good growth in it but I'm not sure beyond that. It may be one of my positions that gets replaced or trimmed back in 2014.