PORTFOLIO

All dividends are reinvested and count toward the cost basis. In addition, I will be adding additional $2,000 to the portfolio on a monthly basis. This portfolio is LIVE through Google Docs. Quotes may be delayed up to 20 minutes.

24 comments:

  1. Not the 'normal' DGI portfolio, but I find it interesting you and I took opposite positions with the eBay spin. Thoughts on fleshing out your sectors or is that what you're using the ETF for?

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    1. Hi Drog98, thanks for checking my new blog out. I just started this blog and also the portfolio.. Majority of the companies I chose now is based on their valuation. I prefer finding companies that are trading low market price to book ratio, low ev/ebitda, low p/e ratio. I looked at their 5 to 10 years dividend payout record.. Make sure that their Payout Ratio is low (Below 70%). Majority of them have dividend growth rate of 10% in the past 5 years.

      Regarding Ebay, I just check gurufocus financial statement and realized that Ebay book value and tangible book value drop significantly last quarter. Based on June 2015, the tangible book value was at $9.54 a share, September 2015 is $1.63... I wonder what makes his significant drop. It's debt/equity ratio went up also.. I might have a different opinion about this position now. Thanks for letting me know.

      the ETF is SPY, it is based on S&P500 performance. I wanted to do dollar cost averaging with it. However, I think i changed my mind.. I'm just going to keep it since it pays out dividends anyways.

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  2. Thanks for sharing your portfolio with us. I have to echo the comment above as many of the names mentioned are not in your typical DGI portfolio. Do you plan to diversify into other stocks going forward?

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    1. Hi DivHut, thanks for checking my new blog out. I just started this blog and also the portfolio.. Majority of the companies I chose now is based on their valuation. I prefer finding companies that are trading low market price to book ratio, low ev/ebitda, low p/e ratio. I looked at their 5 to 10 years dividend payout record.. Make sure that their Payout Ratio is low (Below 70%). Majority of them have dividend growth rate of 10% in the past 5 years.

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    2. I hold CMI and IBM :). It's an impressive portfolio you got. I almost have that amount if I hasn't cash out to buy my investment property and remodel my garage.

      You average >$1,100/mon in dividend with the portfolio of $350K is also very effective and impressive.

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    3. Hey Vianne thank for coming to my blog. I just started this portfolio few months ago, hopefully I can do well in the long term. Good luck on your portfolio as well.

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  3. Nice looking portfolio and very impressive dividend income! We have a few companies in common and you have given me some additional ones to think about.

    Take care,

    Ken

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    1. Haha thanks a lot Dividend Empire. I hope your portfolio is doing well.

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  4. Thanks for sharing your portfolio. Any reason you are so heavy in tech? I envy that WMT position!

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    1. Thanks for visiting my blog. I just invest in companies that I think is worth investing by valuation wise. I'm still in learning process, so far my portfolio is not doing that well at this moment, but I'm just going to stick with this dividend growth strategy. Hopefully 10-20 years from now, my dividend income will be enough for me to not work anymore.

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  5. Invest in high ROA companies with low cost of capital. a few that i know are ROST, DLTR, GPS, and SBUX.

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  6. I think SHOPIFY ticker (SHOP) is a good stock to be speculating now. Its cheaper than IPO price and its a great platform for businesses to develop their brands and web presence.

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    1. Hey Wabbit, SHOP is a good company however as a dividend growth and value investor I prefer not to speculate.

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  7. ibm is at a great price to get in now

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    1. Yes Wabbit, IBM is a great BUY. At current price it has high dividend yield with low payout ratio. In addition, it has great fundamental and cheap valuation. Warren Buffett owns a huge posistion in his portfolio at $170 cost basis.

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  8. sold gps and bought starbucks instead.

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  9. May I ask how you achieved such a high portfolio value of almost $400,000 at the age of only 25?

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    1. Hi, thanks for vising my blog. My parents gave my brother and I capital of $20,000 in year 2007 and $380,000 in year 2008 which make it a total of $400,000. My brother and I turned the $400,000 portfolio into $700,000 portfolio by the year of 2015 June. That's a compound annual growth rate of 7.25% from year 2007 to 2015. After being inspired many dividend growth blog and also wanting to go independent, I decided to split the portfolio and manage my own dividend growth portfolio. In addition, I also add additional capital that I have saved up and monthly fresh capital of $2000. This is how i achieved such a high portfolio value. My portfolio performance is not doing that well at this market moment, however I ignore the market noise and I am using this to my advantage by buying companies with great dividend yield and valuation. For more information about my history please read up my "About Me" page. Thanks

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    2. Nice man! You have very nice income. Really like the 800 shares of POT. I want to eventually start a position in WDC as well.

      JT

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    3. Thanks for visitng my blog JT Divis. I've been following WDC since year 2010. I love their products and their valuation at current price is really low. I think it's a good buy.

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  10. Wow! That's an impressive portfolio at such a young age. Why such a large position in Corning? Any plans to liquidate some and diversify a little more? I'll be checking back.

    Keep up the good work!

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    1. Hey "All About Interest" thanks for coming to my blog. The reason why I like Cornings (Ticker: GLW) is because of their low valuation and overall business. I believe this company has a strong economic moat since they are the only few companies that manufacture glass substrates for active matrix liquid crystal displays (LCDs) that are used in LCD televisions, notebook computers, mobile smart phones and flat panel desktop monitors. . Their dividend yield was pretty high at the time when I purchased it, and knowing that they've been increasing their dividends at 19% within the past 5 years time attract me of owning the company. Furthermore, their dividend payout ratio is at 26% which indicate that the company has more room to increase its dividends.

      I am a long term investor so I don't think I will be selling any of the companies I'm holding unless their valuation gets ridiculously too high. I will be adding more companies if I find any companies within my valuation criteria. So far the companies that I am attracted in purchasing more is Cisco (Ticker: CSCO).

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  11. Nice set of stocks and funds. What I am pleased to see is the good diversification, because I have also similar mindset what comes to investing. Keep up the good work!

    Btw. You have many stocks which are already in my watchlist or my portfolio (if you are interested you can check it from my site).

    Regards,
    Matt

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    1. Thanks Matt for visiting my blog and yes I would check your website out as well.

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