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DGI For The DIY
#81
My latest portfolio update was just published on Seeking Alpha.

I saw a 15.6% growth in dividend income over 2015 and hit another all-time high in value in the fourth quarter as well.

DGI For The DIY: 2016 Portfolio Review

The snowball is getting bigger!
My Blog: DGIfortheDIY.com
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#82
With inspiration from David Fish's article about upcoming dividend raises on the CCC List; here are my guesses at potential dividend declarations in my portfolio in the first quarter.

DGI For The DIY: 11 Companies With Impending Dividend Increases
My Blog: DGIfortheDIY.com
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#83
Nice article, read it this morning. I own a few of those, specifically DPS, KO, GILD. Keep up the great writing!
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#84
(01-27-2017, 12:13 PM)DividendGarden Wrote: Nice article, read it this morning.  I own a few of those, specifically DPS, KO, GILD.  Keep up the great writing!

Thanks!

Had the first increase announced yesterday by Polaris, it was a nice surprise to the upside!

Polaris Industries Raises Dividend 5.45%

Looks like a couple week wait now until DPS, CHD, and GILD's announcements.
My Blog: DGIfortheDIY.com
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#85
(01-27-2017, 03:19 PM)EricL Wrote: Looks like a couple week wait now until DPS, CHD, and GILD's announcements.

I'm looking forward to all three!
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#86
Had two more announced increases yesterday!

Gilead, Church & Dwight Boost Dividends
My Blog: DGIfortheDIY.com
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#87
Two more increases, this time from Coke and Dr Pepper!

Coke, Dr Pepper Boost Dividends
My Blog: DGIfortheDIY.com
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#88
Eric, just got done reading your last blog post and checking out your portfolio PDF, site is one of the pleasing to the eyes I've seen with very good info, great job! Your portfolio has really morphed into a combination of great dividend producing company's, again kudos!

I notice you deploy monies once that amount reaches $500 and your goal is an annual return of 12%.

Questions:

As your portfolio increases in value and increases in overall dividend payments do you plan on deploying funds at a larger amount then $500 in order to decrease costs?

Your annual return of 12%, does this percentage include dividends and new money deployed into the fund?


Just curious, because as my own portfolio has grown over the years and particularly since I moved into a DGI portfolio, in the first quarter of 2014, I've become more aware of "costs". In the last year, Ive gone into a restructuring mode in all aspects of our lives (my family) in order to save on these overall costs such as mortgage refi, loan payments, loan rates, coupons, cell phone bills etc etc etc. On the portfolio front, as I add additional monies in addition to the monthly dividends I now tend to deploy those funds in larger amounts then I have in the past. The more assets I have accumulated the more I want to keep for myself, strange, when I had less I didn't mind paying that trading fee, now I'm less willing to part with those pennies on the dollar, which in turn slows me down and makes me a better overall investor.

I personally shoot for a return of 7% not counting new money.
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#89
rayray,

Thanks, glad you enjoyed the site!

I don't really see the $500 investment amount changing in my public portfolio as it is based on the amount of contributions going in, and that won't be changing much going forward. I reinvest all dividends back into the companies that pay them, so the only source of funds for making buys is from fresh capital or by trading out of an existing position. The $500 amount allows roughly two purchases per quarter.

As to returns, the 12% is based on capital appreciation plus dividends. So roughly speaking a 4% yield would require an 8% growth rate while a 2% yield would require a 10% growth rate if valuations remain on a level basis. Of course, buying stocks below fair value gives a boost to return potential as stocks normalize to fair value levels.

However, the 12% number is far from set in stone, there are plenty of companies I hold that don't meet those numbers every year. It's just something I keep in mind when making new purchases, and is something I've put a bit more focus on lately after getting the core of my portfolio built. Generally speaking, I'm not going to sell out of a position just because it doesn't meet the 12% goal, but for new purchases its something I consider when putting together my watch list of potential buys.
My Blog: DGIfortheDIY.com
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#90
Here is a little write-up I did about some recent dividend increase announcements in my portfolio. 

As always, comments/feedback/questions are welcome. 

5 New Dividend Boosts Have Me All Smiles!

Thanks, have a great weekend!
My Blog: DGIfortheDIY.com
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