Ultimate Sustainable Dividend Portfolio – May 2012 Update

By: ispeculatornew
Date posted: 05.16.2012 (5:00 am) | Write a Comment  (6 Comments)

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Last 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. I did do one last month so nothing new is coming in April. 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):

[table “398” not found /]

Dividends Received

The Month of May will be the highest paid month for the Ultimate Sustainable Dividend Portfolio. Only $70 or so has been paid out so far this month but the other dividends have already been confirmed!


Ultimate Sustainable Dividend Portfolio News

More good news as 3 of the 20 names increased their dividend:) Also, COP had a spin-off go ex-dividend on May 1st. I did end up selling the spinned off unit that same day to buy more of COP.

[table “399” not found /]


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



After adding Aflac (AFL) in March’s update, I do expect to keep more or less the same stocks for a while now. We’ll see how things go:)

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  1. Comment by bigmike7 — May 16, 2012 @ 6:19 am


    “XOM from $0.57 to $0.47 a 21.3% increase” = ?????

    Do you work for J.P. Morgan??

  2. Comment by IS — May 16, 2012 @ 6:21 am

    Hahaha..will correct, i meant from $0.47 to $0.57

  3. Comment by Ken — May 16, 2012 @ 6:34 am

    What stock did COP spin-off?

  4. Comment by IS — May 16, 2012 @ 6:39 am


  5. Comment by awake — May 16, 2012 @ 11:06 pm

    what do you think about selling covered calls on a dividend portfolio?

  6. Comment by IS — May 17, 2012 @ 3:38 am

    @Awake – Great question, I will discuss this either next week or the following one. Thanks!:)

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