Determining Dividend Growth Rate of Your Portfolio
Money and Finance

Determining Dividend Growth Rate of Your Portfolio


In hopes of getting better numbers to project off of, I've been compiling data to calculate the dividend growth rate of my entire portfolio.  Easy right?  Just add up the dividend growth rate for each position and divide by the total number of positions.  Well, that's not quite right because each position is a different size and therefore contributes a different amount to the overall dividend growth.  A 10% position of your portfolio growing the dividend at 20% per year changes your dividends received a lot more than a 1% position growing the dividend at 20% per year.  So how do you calculate it then?

Read more »




- Starbucks: Buy The Coffee, Wait On The Shares
Starbucks Corporation (NASDAQ:SBUX) has been the top performer in my portfolio compared to the internal rate of return for each position. I initiated a position in the company in April 2014 and have no complaints with the returns. In that time I've...

- Dividend Growth Checkup
As part of my annual review process for my portfolio, I read through the latest quarterly or annual reports for the companies I own, as well as checked up on the organic dividend growth for each position and for the portfolio as a whole. The dividend...

- Dividend Growth Checkup
A little over a year ago I wrote a post discussing how to properly calculate the dividend growth rate of your portfolio.  Most likely each company you own makes up a different weight in your portfolio so just using a straight average won't suffice....

- Recent Buy
Earlier this afternoon I purchased 45 shares of Aflac (AFL) for a $50.15 each.  After commission, my cost basis is $50.33 per share.  These shares will provide an extra $63 in annual dividends before reinvestment or future dividend increases.  Aflac...

- So Your Dividend Got Cut. Now What?
Of course a dividend cut is the worst thing an investor in dividend growth stocks can have happen.  You just lost some of your future dividend income that you were expecting to be there.  This is why it's best to have a margin of safety in your...



Money and Finance








.