Uncategorized
More Risk Reduction – 2 Reductions, 5 Increases
One of my primary portfolio goals for 2025 is to reduce risk. Today I made some major portfolio changes to further reduce the risk of capital loss from long-term price declines sometimes called ‘NAV erosion.’ For income portfolios this occurs when dividend distributions (yield) outpaces total return resulting in a capital loss; or in other […]
Dividend Geek Income Portfolio – January 22, 2025
Major changes to the ‘Dividend Geek Income Portfolio’ since the last time the portfolio was posted: Sold: SVOL Bought: GPIX, IYRI, JBBB # Ticker Name Yield % Portfolio % 1 WDI Western Asset Diversified Income Fund 11.89 5.16 2 SPYI NEOS S&P 500 High Yield ETF 11.85 5.09 3 FEPI REX FANG & Innovation Equity Premium […]
How I’m Investing in a Post Pandemic World – #5
Let’s take a deeper look into the first ETF WisdomTree Cloud Computing (WCLD). To give you context let’s jump into the exactly what this ETF is made of and look at its holdings. There are 52 individual companies that comprise this fund. ETF Style Objective Expense Ratio Return Yield Dividend Growth Economic Moat P/E Ratio […]
QCOM up 12% after hours!
Just a quick note… Good news for owners of QCOM. Q3 earnings just released: EPS of $0.86 vs. $0.70 forecast. Also, they announced a 5G license agreement with Huawei which was included in their Q4 earnings guidance. QCOM’s 5 year dividend growth rate was 10%, but slowed to 4% last year. Disclosure: Dividend Geek is […]
Fair Value Estimate Changes
With the earnings reporting season in full swing Morningstar has be active in adjusting their fair value estimates. Here are the latest major fair value increases and decreases for the dividend growth companies that we follow. Increases AMP from $153 to $162 AMT from $156 to $160 APD from $187 to $190 BA from $333 […]
Updated ‘How To Guide’ for Dividend Geek Screeners
The following guide explains how I use the screener tools available on the Dividend Geek website to easily find the top undervalued dividend growth stocks for further investigation. Of course your selection criteria may vary, but I believe I have captured the most important selection criteria (metrics) for you to find great companies to investigate. […]
Updated Dividend Growth Rates for 2018
All of the screeners have been updated with each companies 2018 dividend growth, which is shown in the ‘1 Yr DGR’ column. Likewise, the 3 year average dividend growth rate and 5 year average dividend growth rate columns include each companies 2018 dividend growth rate in their calculation. Also, the weekly fair value estimates have […]
Recent Dividend Increases
The following four companies raised their dividends which is reflected in the Dividend Geek screeners. All dividend payment amounts are listed in annual dividends paid (not quarterly). If you own any of these companies you’ll want to update your portfolio trackers to reflect the new dividend payment amounts, which will raise your Yield on Cost […]
Dividend Geeks Prospects of the Week – July 22, 2018
This week I’m reviewing the Fast Dividend Growth and High Velocity Dividends screeners. I’m thinking of combining these two screens they are very similar in that they both track dividend growth stocks with high dividend growth rates and typically lower initial dividend yields. I like to own a combination of both these high dividend growth […]
New Trade – Adding at 52 Week Lows
Just had an order filled today. The new position will generate about $300.00 of annual dividend income with a 12 month average yield of 4.43% and 5 year dividend growth rate of 14.4%. For details log into your Dividend Geek account and go Member > Dividend Geek Trades.