Ultimate Sustainable Dividend Portfolio – March 2013 Update – Looking Strong!!

By: ispeculatornew
Date posted: 03.13.2013 (3:00 am) | Write a Comment  (1 Comment)

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54In 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 Monday evening to start off:

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Dividends Received

Things are still looking good on this front as this March will bring in 44% more than the same period last time. I will be adding more money into the fund and thanks to my use of the DRIP.  Take a look at the progress:

usdp-income

Ultimate Sustainable Dividend Portfolio News

A few good dividend increases for the USDP, always good news right?

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Returns

I’m thrilled to see that the USDP is back to overperforming the S&P500 total return index. It’s not a total surprise as the portfolio has generally done well in solid months but it’s still very nice to see.

usdp3

Trades

I didn’t do much exciting this time around, I simply reinvested the dividends into those stocks but not much else was done.

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1 Comment

  1. Comment by matt — March 13, 2013 @ 12:19 pm

    I believe you are over-diversified given the capital you are working with.

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