Money and Finance
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 is only one piece of the dividend growth strategy. The other very important aspect is the organic growth of the said dividend.
When constructing a dividend growth portfolio, you'll generally find three types of companies to choose from. The low-yield, high-growth companies, think 0-2% yield with 15%+ annual growth, such as Visa (NYSE:V) or Starbucks (NASDAQ:SBUX). In general, these companies are early in their dividend growth phase, with plenty of runway for future growth through both growth in earnings and expansion of the payout ratio. You'll also find the opposite end of the spectrum, the high-yield, low-growth companies, think 4%+ yield with < 5% annual growth...
Continue reading this article at Seeking Alpha.
- Calling All Starbucks Lovers
Starbucks Corporation (NASDAQ:SBUX) is a Dividend Challenger with 6 consecutive years of dividend growth. The future growth prospects for this company are phenomenal with high-single-digit same-store sales growth and plans to open 1,800 additional stores...
- 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
As I mentioned in my stock analysis on Visa (V), I was very interested in purchasing some shares even before yesterday's pullback. If you're wanting to invest in Visa you have to go into it knowing that it's going to give good dividend growth...
- Second & Third Picks In Wmd Portfolio - Glaxosmithkline & Ibm
The more real they are, the more fun blogs are to follow. So in that spirit, rather than talking about ideas in the abstract I maintain a hypothetical portfolio to track ideas where I'll semi-regularly (and hypothetically) invest and track buying...
- Wmd Portfolio
For tracking purposes, I am launching the WMD Portfolio - a journey in search of Wide Moat Dividends. This is an idea tracking portfolio, rather than just tracking ideas as tickers its more interesting to simulate the process to see weight and growth...
Money and Finance
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 is only one piece of the dividend growth strategy. The other very important aspect is the organic growth of the said dividend.
When constructing a dividend growth portfolio, you'll generally find three types of companies to choose from. The low-yield, high-growth companies, think 0-2% yield with 15%+ annual growth, such as Visa (NYSE:V) or Starbucks (NASDAQ:SBUX). In general, these companies are early in their dividend growth phase, with plenty of runway for future growth through both growth in earnings and expansion of the payout ratio. You'll also find the opposite end of the spectrum, the high-yield, low-growth companies, think 4%+ yield with < 5% annual growth...
Continue reading this article at Seeking Alpha.
- Calling All Starbucks Lovers
Starbucks Corporation (NASDAQ:SBUX) is a Dividend Challenger with 6 consecutive years of dividend growth. The future growth prospects for this company are phenomenal with high-single-digit same-store sales growth and plans to open 1,800 additional stores...
- 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
As I mentioned in my stock analysis on Visa (V), I was very interested in purchasing some shares even before yesterday's pullback. If you're wanting to invest in Visa you have to go into it knowing that it's going to give good dividend growth...
- Second & Third Picks In Wmd Portfolio - Glaxosmithkline & Ibm
The more real they are, the more fun blogs are to follow. So in that spirit, rather than talking about ideas in the abstract I maintain a hypothetical portfolio to track ideas where I'll semi-regularly (and hypothetically) invest and track buying...
- Wmd Portfolio
For tracking purposes, I am launching the WMD Portfolio - a journey in search of Wide Moat Dividends. This is an idea tracking portfolio, rather than just tracking ideas as tickers its more interesting to simulate the process to see weight and growth...