Ultimate Sustainable Dividend Portfolio – June 2013 Update – Still Crushing the S&P500

avatar By: IS
Date posted: 06.19.2013 (3:00 am) | Write a Comment  (0 Comments)

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retirementIn September 2011, I did some in-depth research to find long term sustainable dividend stocks and have been doing updates on this Ultimate Sustainable dividend portfolio since then in the attempt to show how well such a portfolio can perform over the long term. I would personally say that things have been going very well and will certainly continue to evolve. I do have a few more things planned which I will discuss in the near future.

The USDP is obviously a critical part of my now very public quest to replace my job income with passive income. you can see my most recent update here.

The USDP continues to do very well!! Very exciting stuff and I’m thrilled with how things have gone so far. I have done a couple of trades and continue to work on optimizing it, if ever you would like to receive those types of updates, please join, it’s free:

Keep in mind that this portfolio was built by selecting 20 stocks out of thousands. The goal is not to pick the best dividend stocks but rather to pick a diversified, high quality portfolio that will keep dividends increasing over time.

Here are the holdings as of last night to start off:

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Dividends Received

Things remain very good on this front as I will get nearly double the amount I received last june ($92 vs $52).  Take a look at the progress:

usdp2

Ultimate Sustainable Dividend Portfolio News

There isn’t much to report this time around. The only big news is the announcement by Dover that it will spin off some of its communications technology businesses which seems to have helped its business. I will be selling off that business when it happens to buy back Dover though… more on that later on.

Returns

Things continue to go very well and the USDP continued to outperform the S&P500 giving an extra cushion…! How did I manage? One stock that has done very well is DOV, just look at the chart below so far this year.

usdp

 

DOV

Trades

Not much to report. I ended up buying shares of every stock that paid out dividends and needed to use most of my $1000 monthly cash investment for that reason. Nothing else to report.

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