Ultimate Sustainable Dividend Portfolio – September 2013 Update – Thanks Microsoft (MSFT)!

By: ispeculatornew
Date posted: 09.18.2013 (3:00 am) | Write a Comment  (1 Comment)

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pas2In 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. I recently came back from vacations and I can tell you that it’s one incredible motivation.. Not that I needed it but wow:)

Things continue to go very well for the USDP which I’m thrilled to see. 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

September is once again a very solid month as the USDP will generate $80.20 which is nearly 50% more than a year ago.  Take a look at the progress:

usdp2

Ultimate Sustainable Dividend Portfolio News

Not much to report here, none of the reported dividends were increases. Microsoft (MSFT) did announce a 22%  dividend increase and a massive stock buyback so that is certainly positive.

Returns

Not much to report here. The portfolio slightly outperformed the S&P500 total return index. The USDP returned 0.52% while the S&P500 did 0.44%. It’s not a big difference but over time those differences are adding up which is helping that little blue line distance the red one:)

usdp1

Trades

No new trades

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1 Comment

  1. […] 4. Intelligent Speculator follow-up on his ultimate sustainable dividend portfolio. […]

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