Long-Term Return (CAGR) = Initial Yield + Dividend Growth Rate
Nice portfolio here. Also considering you started recently, you are doing extremely well.
Thanks for the words of encouragement. I am quite pleased with the results of my strategy and hope my sucess will continue. Take care.
Great portfolio, I like how you break down your analysis on each stock. Do you have a rule of thumb of buying more stocks that you own already if they are below your cost basis?
Thanks Richie.Most of the time, I try to buy undervalued shares based on my very simple analysis. And yes, I like to average down. I did it again yesterday with HCP.Thanks for stopping by.
Nice portfolio...looks like you are well diversified. Even though you have 33% in consumer staples, that isn't necessary a bad thing as that sector isn't as volatile as others. Wish you continued success growing those dividend payouts!
Thanks! These days, I am focusing on increasing my exposure to American and European companies as there aren't many multi-national companies in Canada. When I started building my portfolio back in 2008 and 2009, I focused on consumer staples because of stability - being a novice at the time, I was somewhat afraid of other sectors. And because of share price appreciation over the past 5-6 years, this sector now represents a big chunk of my portfolio.Take care.
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Hi Difu,I hold a lot of cash so I can buy shares when prices drop. Very recently I did just that with IBM, UL, VOD, CMI, SU, ETN and more. I don't own specific EM stocks, but I do own shares of companies that are present in EMs. These include AGCO, CVS, SAP.TO, UL and VOD.
Great portfolio. $8,500 a year is exceptional. At your current rate i have no doubts you will hit your goal of $80,000 in dividends by 55. Best of luck to you.
Thanks DD.It won't be easy to get to $80,000, but with new capital and dividend growth, I believe that I can reach my goal.
Great looking portfolio. I wish I had just half of those picks that are up over 100%. Pretty sweet right there! Up over $10,000 in dividends per year is pretty sweet! Your goal of $80,000 is very optimistic but I believe you can make it. At just half that goal, I'd be on the brink of retirement. $40,000 is good enough for me right now as long as the house is paid off. Keep up the great work!
Thanks! My dividend income hasn't grown as fast as I would have liked because my wife has been at home for the past two years. When she starts working again, we should be able to invest an additional $50,000 to $60,000 of new capital per year. In combination with my current portfolio, if I invest $50,000 of new capital a year for the next 18 years, at an average dividend yield of 3.5%, and if dividend growth averages 5% per year, my total dividend income will be $69,300. I might not reach $80,000 at 55, but I won't be far behind. You probably noticed I keep a lot of cash on hand and that's to take advantage of market downturns. Because the price you pay for a stock has a huge impact on future returns - and I've come to realise that many investors overlook this.Good luck!
Hi, just want to ask which google spreadsheet line did you use for your Div./Year column?Thanks
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Amazing! Keep up the good work!!!