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In 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.
The past month was an active one as I did a few “major” trades in the portfolio. Yes, I did end up missing out on a huge rebound in Intel Corp (INTC) but I do still feel like those were the right moves. INTC has stopped increasing its dividend which is a big warning sign here.
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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:
Ticker Name Shares June 17 2014 Price June 17 2014 Values
OMC Omnicom Group Inc 32 $70.37 $2,251.84
MSFT Microsoft Corp 74 $41.68 $3,084.32
JCI Johnson Controls Inc 42 $49.84 $2,093.28
PEP PepsiCo Inc/NC 30 $87.28 $2,618.40
ETN Eaton Corp 33 $76.16 $2,513.28
DOV Dover Corp 26 $89.41 $2,324.66
ITW Illinois Tool Works Inc 29 $87.97 $2,551.13
XLNX Xilinx Inc 39 $47.47 $1,851.33
SJM JM Smucker Co/The 21 $106.10 $2,228.10
BLK BlackRock Inc 13 $312.05 $4,056.65
TROW T Rowe Price Group Inc 31 $82.73 $2,564.63
OXY Occidental Petroleum Corp 24 $102.74 $2,465.76
XOM Exxon Mobil Corp 21 $102.42 $2,150.82
ADI Analog Devices Inc 46 $55.70 $2,562.20
HAS Hasbro Inc 31 $52.41 $1,624.71
MAT Mattel Inc 45 $38.65 $1,739.25
AFL Aflac 31 $62.96 $1,951.76
BAX Baxter International 26 $73.17 $1,902.42
IVZ Invesco Ltd 69 $37.35 $2,577.15
CVX Chevron 20 $128.83 $2,576.60
TXN Texas Instruments Inc 32 $48.26 $1,544.32
VWO Vanguard FTSE Emerging Markets 61 $43.36 $2,644.96
BND Vanguard Total Bond Market 34 $81.62 $2,775.08
Cash $1,015.81
USDP $55,668.46
SPX 15.89980418 $3,513.05 $55,856.80
Dividends Received
I really can’t complain much here. Thanks to good picks and the $1000 that I’m adding every month, my portfolio continues to generate more and more money. It will generate $134 which is a full 46% more than the June 2013.
Ultimate Sustainable Dividend Portfolio News
It was a quiet month with the summer now in full swing but there was still one upgrade:
| Ticker | Name | News |
|---|---|---|
| OMC | Omnicom Group Inc | Dividend increase from $0.40 to $0.50, a 25% increase |
Returns
Despite now having some asset classes such as bonds that underperform in rising markets, the USDP still managed to catch up a bit with S&P500 total return index!
Trades
