Ultimate Sustainable Dividend Portfolio – July 2012 Update

By: ispeculatornew
Date posted: 07.18.2012 (5:00 am) | Write a Comment  (2 Comments)

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Last September 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. I do discuss the search for new high quality sustainable dividend stocks that can be added in our free mailing list, 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 (please note that currently, dividends are not reinvested automatically through a DRIP strategy):

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Dividends Received

The Month of July is a low cash flow month for the Ultimate Sustainable Dividend Portfolio. It should be back with a high payout (hopefully a record one) in August:)

 

Ultimate Sustainable Dividend Portfolio News

Today I decided to take a look at the entire portfolio to see how much they’ve increased their dividend payout since September. One of my big assumptions when calculating the impact of retiring on a portfolio like this is holding stocks that can increase dividends at a high pace.

[table “420” not found /]

As you can see, a few stocks have not increased their payout yet. Although I do expect most of them to do so:

SJM 8.3% dividend increase expected in the August payout
ITW 5.5% dividend increase expected in the September payout
DOV 13% dividend increase expected in the August payout
COP Did a spinoff which might affect the short term dividend increase

On average, in about 10 months, the average stock has increased its payout by over 11%!!!!

Returns

Not much change, the USDP did outperform the S&P500 slightly over the last month but still trails by a few dollars…!

 

Trades

No new trades for today but I do expect to have 1 or 2 changes either in August or September, which will mark the 1 year anniversary of this portfolio!!!

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2 Comments

  1. Comment by Squeezer @Personal Finance Success — July 18, 2012 @ 11:20 am

    Why are you not reinvesting the DRIPs?

  2. Comment by IS — July 18, 2012 @ 7:32 pm

    @Squeezer – I will likely change that in the near future, thanks for your comment:)

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