In September 2011 year, 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 but also show how I would manage such a portfolio. I have said it before, I do not believe in stocks that you can hold “forever”. Thus, even in a long term portfolio such as this one, I will end up making some trades from time to time.
The USDP is obviously a critical part of my now very public quest to replace my job income with passive income.
The USDP is now one year old!! 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 20 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:
Ticker Name Shares Oct 9 2012 Price Oct 9 2012 Values
OMC Omnicom Group Inc 25.84 $52.45 $1,355.31
MSFT Microsoft Corp 38.4 $29.28 $1,124.35
JCI Johnson Controls Inc 35.0346 $26.85 $940.50
PEP PepsiCo Inc/NC 16.625 $71.12 $1,182.37
ETN Eaton Corp 25.61 $46.30 $1,185.74
DOV Dover Corp 19.5 $56.38 $1,099.41
ITW Illinois Tool Works Inc 23.15 $59.07 $1,367.47
XLNX Xilinx Inc 32.2 $33.25 $1,070.65
SJM JM Smucker Co/The 14 $84.05 $1,176.70
BLK BlackRock Inc 6.6 $188.96 $1,247.14
TROW T Rowe Price Group Inc 19.9 $64 $1,273.60
OXY Occidental Petroleum Corp 12.4 $83.41 $1,034.28
COP ConocoPhillips 19.8639 $57.80 $1,148.13
XOM Exxon Mobil Corp 14 $92.13 $1,289.82
ADI Analog Devices Inc 30 $38.67 $1,160.10
HAS Hasbro Inc 27.8 $37.57 $1,044.45
MAT Mattel Inc 37.9 $35.36 $1,340.14
INTC Intel Corp 48.2 $21.90 $1,055.58
AFL Aflac 24.42 $48.07 $1,173.87
BAX Baxter International 19.28158002 $60.48 $1,166.15
SPX 9.999600016 $2,516.79 $25,166.87
The Month of October is turning out to be great!! Last year, when the USDP started, October was the first full month so this one was my first opportunity to see how much it had increased in one year. In short, the income has increased 77%!!! Hopefully it will keep up!:) It will hopefully increase as the companies increase their payouts and as my positions increase thanks to my use of the DRIP. Take a look at the progress:
Ultimate Sustainable Dividend Portfolio News
The past month has been fairly quiet although 2 stocks did end up raising dividends, see the details here:
Ticker Name News
MSFT Microsoft Corp Dividend increase from $0.315 to $0.35, a 11.1% increase
BAX Baxter International Dividend increase from $0.48 to $0.52, a 8.3% increase
This month, the USDP slightly underperformed with Intel Corp (INTC) being the weakest performer..hopefully it can turn things around soon but the main metric, the dividends, have continued to increase!
Well we did a trade last month when I added Baxter international (BAX), you can read about it here, there will not be more trading for now. However, tonight I will be investing a bit of our cash into the under weighted stocks such as Johnson Controls Inc (JCI).
- Ultimate Sustainable Dividend Portfolio – September 2012 Update
- Ultimate Sustainable Dividend Portfolio – May 2012 Update
- Ultimate Sustainable Dividend Portfolio – April 2012 Update
- Ultimate Sustainable Dividend Portfolio – July 2012 Update
- Ultimate Sustainable Dividend Portfolio – August 2012 Update