October 2018 Dividend Income – Growth of 47.27% ( YoY)


“Investing is not supposed to be easy. Anyone who finds it easy is stupid.”
Charlie Munger

Dividends October 2018

October 2018 dividend growth is 47.27% compared to last year same month. Usually in my portfolio the dividend return is slow in the month of October , but the growth has been good. The market was complete chaos this months , the total portfolio has reduced but not damaging. The good dividend growth and REIT where survived.

  • VNQI –  VANGUARD Intl E/Glb EX-US Rl Est Ix
  • VIGI –  VANGUARD WHITEH/INTL DIVID APPRECIA
  • MDT –  Medtronic PLC
  • O-   Realty Income Corp
  • KO-  The Coca-Cola Co
  • T –  AT&T Inc

Recent Buys 

ITW –  Illinois Tool Works Inc

ITW has been in my wish list for long time , and pulled the trigger this month. The average 5 year dividend growth rate is 14.20% , Dividend yield is at 3% and payout ratio is 60% – these provided an attractive entry

AMT –  American Tower Corp

This one of the attractive REIT dividend growth stock . The yield is less , but the growth is nearly 25% ( 5 year ) and yield is 2%

TXN – Texas Instruments Incorporated

TXN was already in the portfolio, recent market drop and stock below 100 sounded like very attractive , so added some on the drop.

T – AT&T

Recent market drop and stock price tuned the stock yield above 6.5% , picked up some here.

Recent Sells 

EMR : Emerson Electric Co

Nothing wrong with the stock , but the growth rate is lowest of all the stock in portfolio, thought it would be better to move the funds to growing stocks.

TCEHY –  TENCENT HOLDING/ADR

This was last month buy, but with china trade wars the stock is getting beaten up . The dividend is also yearly payout, will visit this again when is more attractive. This will be growth stock rather than dividend.

Wish List

JPM – JP Morgan Chase.

There are few stocks which are near 52 weeks low, would like to add those more like 3M , MDT, ABBV , ITW , BLK

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