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The year is not over but I was curious to see how my dividend growth was doing compared to last year.
In 2012 my average dividend growth for my stocks was 7.98%, so far this year it's 6.2%. Not as good, but I'm hoping for at least two other increases and hopefully get a bit higher average.
How are you doing this year?
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Here are my announced increases for my positions since I finished building my 401k portfolio at the end of Q1.
4/23/2013 WFC 20%
5/13/2013 CLX 11%
5/22/2013 FLO 5%
6/3/2013 CBRL 50%
6/12/2013 TGT 19%
6/21/2013 DRI 10%
7/9/2013 CMI 25%
7/10/2013 WAG 14.5%
7/23/2013 NSC 4%
7/31/2013 RGR 32.7%
8/1/2013 UNP 14.5%
9/11/2013 PM 10.6%
9/17/2013 MSFT 21.7%
9/18/2013 MCD 5.2%
9/26/2013 LMT 15.7%
10/2/2013 WSO 60%
10/2/2013 PSX 25.6%
10/4/2013 THO 27.8%
10/10/2013 QCOR 20%
10/15/2013 OHI 2.1%
10/29/2013 AFL 5.7%
10/30/2013 SBUX 23.8%
11/5/2013 ABC 11.9%
11/5/2013 WYNN 25%
Average = 19.20%
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Interesting topic. I haven't measured this for my portfolio, but perhaps I'll look into it if I have the time. I'm hopeful it is higher than cannew's 6.2%, but I'd be very surprised if it is a s high as Eric's 19.2%!
Are you guys measuring just the raw increase for each company, or are you doing any price weighting or portfolio size weighting?
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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
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I think this year growth will be bit low and the biggest reason for this will be a temporary shutdown in US which affected all the stocks Markets globally. Would be interesting to hear if somebody is getting higher returns than previous year. may be can learn something from the mistake which i had done in selection of stocks.
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My dividend increases - year over year for my current positions, averaged close to 10% in 2013. In companies that increase more than once a year, like OHI, for example, will skew things down if you just use the most recent dividend increase.
Anyway, I am well pleased with that. My largest increases came from AAPL, WAG, GE, CVX, O, OHI (off the top of my head). O will not be large this year, but last year they gave a double-digit increase when they closed their big deal.
I anticipate another good year of dividend increases, further compounded by reinvesting the dividends in all my positions. It is fun to watch the slowing increasing dividend payments upon each quarter's or month's payments
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Mine was roughly 10% this year as well. A good year. I'm hoping/planning for 6% average increases, to keep me on track.
