In September 2011 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.
The USDP is obviously a critical part of my now very public quest to replace my job income with passive income.
The USDP is now one year old!! 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
The Month of October is turning out to be great!! Last year, when the USDP started, October was the first full month so this one was my first opportunity to see how much it had increased in one year. In short, the income has increased 77%!!! Hopefully it will keep up!:) It will hopefully increase as the companies increase their payouts and as my positions increase thanks to my use of the DRIP. Take a look at the progress:
Ultimate Sustainable Dividend Portfolio News
The past month has been fairly quiet although 2 stocks did end up raising dividends, see the details here:
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Returns
This month, the USDP slightly underperformed with Intel Corp (INTC) being the weakest performer..hopefully it can turn things around soon but the main metric, the dividends, have continued to increase!
Trades
Well we did a trade last month when I added Baxter international (BAX), you can read about it here, there will not be more trading for now. However, tonight I will be investing a bit of our cash into the under weighted stocks such as Johnson Controls Inc (JCI).
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IS – if you take the listing of the 20 equities mentioned
ADI AFL BAX BLK COP DOV ETN HAS INTC ITW JCI MAT MSFT OMC OXY PEP SJM TROW XLNX XOM
and load them into an ETF Screening site like ETF Channel and recognizing that diversification remains important and willing to only go ddown to 15/20 = 75% you can buy the same equities using a ETF product like VYM 15/20 = 17.38% paying a 3.25% distribution. Or if you want all 20 DTD at 11.13% of portfolio paying 2.95%.
ETF # of Eq. % of ETF
VYM 15 17.38%
VTV 15 13.34%
DLN 19 12.93%
PIV 15 11.58%
SPHQ 16 11.44%
DTD 20 11.13%
SPYG 17 10.98%
IVW 17 10.92%
MGC 16 10.45%
VOO 20 9.69%
IVV 20 9.58%
SPY 20 9.54%
IWD 15 9.53%
VSPY 20 9.44%
EUSA 20 9.23%
ELR 20 8.97%
VV 20 8.88%
IWW 15 8.76%
VSPR 18 8.59%
IWB 20 8.54%
ISI 20 8.51%
TMW 20 8.47%
IYY 20 8.29%
VTI 20 8.27%
IWV 20 7.89%
EPS 19 7.88%
RSU 20 7.68%
EXT 19 6.86%
PBP 19 6.24%
SSO 20 6.15%
TOK 20 5.34%
URTH 20 4.90%
ACWI 17 4.47%
UPRO 20 4.26%
RSP 20 3.93%
PRF 18 3.73%
VT 19 3.53%
EWRI 20 2.06%
UWC 19 1.10%
http://www.etfchannel.com/finder/?symbol=ADI%09AFL%09BAX%09BLK%09COP%09DOV%09ETN%09HAS%09INTC%09ITW%09JCI%09MAT%09MSFT%09OMC%09OXY%09PEP%09SJM%09TROW%09XLNX%09XOM
IS, you have shown excellent returns this year..
I am wondering, what percent of that is divys ?
Thank you most kindly…
Dividends Received chart looks quite nice! 🙂
Good luck in the future!