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Dividend Growth Portfolio - Objective: Retire by 50
#64
It's been a 1 full year since I started DGI. It's been a fantastic ride with lots of fun moments and I've learnt a lot with this Forum, I'm looking forward to another year! Here's a brief update on my portfolio with plenty of graphs:

My 42 positions with % gains/loss, sorted by top losers to top gainers:



[Image: Screen_Shot_2016_10_01_at_12_19_43.png]

My Holdings as a % of Cost Basis:
[Image: Screen_Shot_2016_10_01_at_12_23_27.png]

And now represented as a % of Market Value:

[Image: Screen_Shot_2016_10_01_at_12_23_02.png]

Split by Sectors:

[Image: Screen_Shot_2016_10_01_at_12_21_35.png]
Going forward I want to bring basic materials Tech, Telecom and Utilities at around 5%, the others hovering around 10%. 


When factoring in my large position in EVT and Cash (money allocated in broker account ready to be deployed at any time) this is what it looks like:

[Image: Screen_Shot_2016_10_01_at_12_21_25.png]

And lastly, the dividends:

[Image: Screen_Shot_2016_10_01_at_12_24_11.png]


The good: 
  • Portfolio is growing at nearly 11% (Market value+Dividends)/Cost Basis; before taxes). Some positions are pretty recent (eg. BA, SBUX, NKE, WBA) so this growth doesn't mean much. 
  • I was able to capture some good value in some positions (eg. ADM, VTR, O, CVX)
  • I believe I have a balanced portfolio, across sectors, yield (high yield vs high growth), risk and will produce good results going forward. 
  • I've invested $48.3k YTD on top of dividend reinvestments this year. I'm confident I will hit my goal of $50k invested and $7k anual dividends. 
The bad:
  • I opened too many positions in a short period which I'm not entirely sure now was a good idea, example, do I really need all these healthcare REITs or 1 would be enough. Same for oil companies? At some point I'll likely have to sell some positions, maybe at a loss.
  • KMI and COP cut their dividends and impacted the portfolio badly. 
  • WFC is gonna go through a massive readjustment period. 

Next steps for next year:
  • There are about 3/4 positions I'm still pursuing (SHW, V, HD or LOW, PEP and eventually an additional Tech company)
  • Understand if I should move some of these transactions to a tax deferred account or keep doing everything on a taxable account 
Reply


Messages In This Thread
RE: New to DGF - by Dividend Watcher - 08-01-2015, 11:09 PM
RE: New to DGF - by Rasec - 08-02-2015, 01:13 AM
RE: New to DGF - by Dividend Watcher - 08-04-2015, 12:36 AM
RE: New to DGF - by rayray - 08-02-2015, 04:58 AM
RE: New to DGF - by Rasec - 08-02-2015, 12:41 PM
RE: New to DGF - by Rasec - 08-03-2015, 10:09 AM
RE: New to DGF - by Rasec - 08-03-2015, 11:28 PM
RE: New to DGF - by Rasec - 08-04-2015, 02:23 PM
RE: New to DGF - by EricL - 08-04-2015, 04:40 PM
RE: New to DGF - by Dividend Watcher - 08-04-2015, 07:19 PM
RE: New to DGF - by Rasec - 08-04-2015, 11:46 PM
RE: New to DGF - by Rasec - 08-16-2015, 10:52 AM
RE: New to DGF - by rapidacid - 08-16-2015, 10:59 AM
RE: New to DGF - by Rasec - 08-16-2015, 11:48 AM
RE: New to DGF - by rapidacid - 08-16-2015, 02:12 PM
RE: New to DGF - by Rasec - 08-24-2015, 11:17 AM
RE: New to DGF - by Rasec - 08-29-2015, 05:42 AM
RE: New to DGF - by crimsonghost747 - 08-29-2015, 10:20 AM
RE: New to DGF - by ChadR - 08-31-2015, 11:34 AM
RE: New to DGF - by rapidacid - 08-29-2015, 07:53 AM
RE: New to DGF - by Dividend Watcher - 08-29-2015, 07:56 AM
RE: New to DGF - by Rasec - 08-31-2015, 05:20 PM
RE: New to DGF - by kayboy - 08-31-2015, 06:12 PM
RE: New to DGF - by Rasec - 09-20-2015, 02:02 PM
RE: New to DGF - by Rasec - 09-21-2015, 06:59 PM
RE: New to DGF - by rapidacid - 09-22-2015, 06:21 AM
RE: New to DGF - by Rasec - 10-27-2015, 10:50 AM
RE: New to DGF - by EricL - 10-27-2015, 11:13 AM
RE: New to DGF - by Roadmap2Retire - 10-27-2015, 11:20 AM
RE: New to DGF - by crimsonghost747 - 10-30-2015, 11:05 PM
RE: New to DGF - by Roadmap2Retire - 11-01-2015, 12:40 PM
RE: New to DGF - by Rasec - 10-27-2015, 11:56 AM
RE: New to DGF - by Roadmap2Retire - 10-28-2015, 08:46 AM
RE: New to DGF - by Dividendsrule - 10-27-2015, 02:28 PM
RE: New to DGF - by Rasec - 11-30-2015, 02:01 PM
RE: New to DGF - by Amos - 12-01-2015, 05:43 AM
RE: New to DGF - by Rasec - 12-01-2015, 10:08 AM
RE: New to DGF - by Amos - 12-01-2015, 10:25 AM
RE: New to DGF - by Rasec - 12-01-2015, 10:38 AM
RE: New to DGF - by Rasec - 02-08-2016, 06:30 PM
RE: New to DGF - by kayboy - 02-08-2016, 08:15 PM
RE: New to DGF - by DividendGarden - 02-09-2016, 01:16 PM
RE: New to DGF - by Dividend Watcher - 02-08-2016, 08:21 PM
RE: New to DGF - by EricL - 02-09-2016, 10:57 AM
RE: New to DGF - by Rasec - 02-09-2016, 01:44 PM
RE: New to DGF - by Rasec - 03-16-2016, 02:40 PM
RE: New to DGF - by DividendGarden - 03-21-2016, 09:33 AM
RE: New to DGF - by Rasec - 03-16-2016, 02:59 PM
RE: New to DGF - by Kerim - 03-16-2016, 03:15 PM
RE: New to DGF - by benjamen - 03-17-2016, 07:15 AM
RE: New to DGF - by lucas03 - 03-22-2016, 06:12 PM
RE: New to DGF - by Rasec - 03-22-2016, 06:27 PM
RE: New to DGF - by Rasec - 04-19-2016, 02:42 PM
RE: New to DGF - by EricL - 04-19-2016, 02:58 PM
New to DGF - by Rasec - 04-19-2016, 09:04 PM
RE: New to DGF - by EricL - 04-19-2016, 10:47 PM
RE: New to DGF - by Rasec - 06-30-2016, 09:30 AM
RE: New to DGF - by NilesMike - 06-30-2016, 09:36 AM
RE: New to DGF - by EricL - 06-30-2016, 11:34 AM
RE: Dividend Growth Portfolio - Objective: Retire by 50 - by Rasec - 10-01-2016, 03:10 PM



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