Money and Finance
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 over time, and so I will track purchases and sell of shares that would cost around $1,000 at time of hypothetical purchase.
WMD Portfolio Stock selection process identifies equities with the following characteristics:
- 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...
- Ninth Pick In The Wmd Portfolio - Rolls-royce Holdings
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...
- Fourth Pick In The Wmd Portfolio - Raven Industries
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...
- 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...
- First Pick In Wmd Portfolio - Coca Cola
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 am launching a hypothetical portfolio to track ideas where I'll semi-regularly (and hypothetically) invest and track buying...
Money and Finance
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 over time, and so I will track purchases and sell of shares that would cost around $1,000 at time of hypothetical purchase.
WMD Portfolio Stock selection process identifies equities with the following characteristics:
- Wide Moat - stocks selected for the portfolio should exhibit a durable competitive advantage to protect the company's shares and the ability to payout dividends
- Income - A higher than average dividend yield. At the time of this writing the current yield for S&P 500 stocks is around 1.9%, the WMD Portfolio generally looks for companies with the ability to pay at least 50% more than the current S&P 500 yield
- Safety - Low payout ratio (generally less than 60% of earnings and free cash flow) of their overall profits as dividends. This is to protect the dividend in the event of downturns.
- Dividend growth - stocks selected for this portfolio should be able to support a dividend growth rate that combined with their current yield exceeds 10 percentage points. For example, a stock paying 3.5% dividend yield should be able to grow its dividend by at least 6.5% or more each year
- Total Return: the combined return of the stocks’ capital gains plus the dividend income received
- Current Yield: the “look through” yield of the portfolio as a whole
- Dividend Raises and Cuts: tracking the total number of the Portfolio companies’ dividend raises and cuts over time
- Coca Cola
- GlaxoSmithKline
- IBM
- Raven Industries
- Tupperware
- Spectra Energy
- Occidental Petroleum
- Diageo
- Rolls-Royce Holdings
- Exxon Mobil
- 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...
- Ninth Pick In The Wmd Portfolio - Rolls-royce Holdings
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...
- Fourth Pick In The Wmd Portfolio - Raven Industries
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...
- 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...
- First Pick In Wmd Portfolio - Coca Cola
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 am launching a hypothetical portfolio to track ideas where I'll semi-regularly (and hypothetically) invest and track buying...