07-04-2014, 03:06 PM
(07-04-2014, 02:26 PM)rnsmth Wrote: - which of course brings up another question - what time period do you use to figure the dividend growth rate
I use dividend growth rates provided by Morningstar. If anything I own does not yet have a 3 year or 5 year DGR according to M* then my numbers for those time periods are necessarily approximate so I don't bother. All have a 1 year growth rate so that is all I calculate for now. Those newer than 3 years include HTA, STAG, QRE, TCPC, NMFC, KMI, BDCL, MLPL, MORL, LNCO.
The weighted average 1 year dividend growth rate for my entire portfolio is 5.95%. The portfolio current yield is 6.84%, which gives a portfolio chowder number for 1 year of 12.79.