Ultimate Sustainable Dividend Portfolio – April 2013 Update

By: ispeculatornew
Date posted: 04.10.2013 (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 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. 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 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:

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Dividends Received

April is certainly not a very interesting month. Yes, there is a 15% increase over April 2012 but it still only amounts to $11.60. Oh well:) I will be adding more money into the fund and thanks to my use of the DRIP.  Take a look at the progress:

usdp-inome

Ultimate Sustainable Dividend Portfolio News

It was a very calm month this time around with none of the stocks announcing increases.

Returns

I’m thrilled to see that the USDP continues to do well, it has slipped very slightly under the S&P500 but not enough to concern me. I’m still very happy with the return!

usdp-progress

Trades

Yesterday, I reinvested about $1200 (including the $1000 which I’m reinvesting every month) into 3 stocks that were under-invested but also had very strong profiles in terms of my 7-7-7 rule, here they are:

SJM JM Smucker Co/The (SJM)
TROW T Rowe Price Group Inc (TROW)
ADI Analog Devices Inc (ADI)

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