I mentioned I’ve added significant stocks to my Dividend and growth pie and decided I’ll share it. About 1/2 the people on seeking alpha are very secretive because they want you to buy their marketplace service to see their whole portfolio’s. A few generously share information however and that’s who I’m trying to emulate. Obviously no guarantee’s but in the year I had the first 16 stocks they went up 35% in value. As I’ve added stocks it’s diluted that although at one point it was up to 45%…it’s currently at 30.70% return. kmi, bns, and vlo have done poorly in stock price but continue to pay an attractive dividend. T, PRU and ENB all pay a 7% return and are doing particularly well overall. There are many articles listing them as stocks for retiree’s. FYI there’s some additional content after his huge list too.
Stocks with a good dividend and growth potential
Holdings
38
Dividend Yield
7.365%
Expense Ratio
0.06%
Portfolio locations
★
Retirement
Dividend and Growth
Slices (38)
Name
Target
★
ABBV
AbbVie, Inc.
3%
★
ACC
American Campus Communities, Inc.
3%
★
T
AT&T
3%
★
AVB
AvalonBay Communities, Inc.
3%
★
BRX
Brixmor Property Group, Inc.
3%
★
DKL
Delek Logistics Partners LP
3%
★
ENB
Enbridge, Inc.
3%
★
FRT
Federal Realty Investment Trust
3%
★
GIS
General Mills, Inc.
3%
★
HT
Hersha Hospitality Trust
3%
★
NNN
National Retail Properties, Inc.
3%
★
OKE
ONEOK, Inc.
3%
★
PAA
Plains All American Pipeline LP
3%
★
PRU
Prudential Financial, Inc.
3%
★
O
Realty Income Corp.
3%
★
STX
Seagate Technology Plc
3%
★
SPG
Simon Property Group, Inc.
3%
★
SPE
Special Opportunities Fund, Inc.
3%
★
SQ
Square, Inc.
3%
★
STOR
STORE Capital Corp.
3%
★
SO
The Southern Co.
3%
★
TTD
The Trade Desk, Inc.
3%
★
WBA
Walgreens Boots Alliance, Inc.
3%
★
WELL
Welltower, Inc.
3%
★
AGNC
AGNC Investment Corp.
2%
★
AYX
Alteryx, Inc.
2%
★
C
Citigroup, Inc.
2%
★
EPR
EPR Properties
2%
★
F
Ford Motor Co.
2%
★
PEAK
Healthpeak Properties, Inc.
2%
★
KMI
Kinder Morgan, Inc.
2%
★
MAC
Macerich Co.
2%
★
MPW
Medical Properties Trust, Inc.
2%
★
SRC
Spirit Realty Capital, Inc.
2%
★
SKT
Tanger Factory Outlet Centers, Inc.
2%
★
BNS
The Bank of Nova Scotia
2%
★
UMH
UMH Properties, Inc.
2%
★
VLO
Valero Energy Corp.
2%
I’ve also setup A DGI Portfolio (stable blue chips that keep up with inflation), a 8% Growth Portfolio and a Risk Adjusted Rotation Strategy Portfolio in my IRA accounts. The article I used to set them up is now hidden on seeking alpha and I don’t see a way for me to upload a pdf I printed/saved of the article.
Dave Van KNapp publically shares his DGI (DGI = Dividend Growth Investing) Portfolio which is very similar to mine here:
Reviewing My “Mature” Dividend Growth Portfolio - Dividends and Income