2014 M* DIVIDEND MACHINE PORTFOLIO

Updated 10/13/2017


In 2014 I changed the criteria for inclusion in this portfolio.  I upped the required minimal dividend yield to 3.5%.   I also upped the dividend growth rate.  I wanted dividend increases that averaged 4% for the past five years rather than just dividend increases over the past year. 

Note that 2014 is my worst portfolio.   As with all my portfolios, when I buy a stock, I record the number of shares of VIG and SDY that investment would buy.  Then I track how the sum of my stocks performed as compared with the sum of the VIG and SDY shares purchased.  On every level, SDY and VIG outperformed the stocks I picked in 2014.   

My 2014 portfolio is heavily weighted toward energy and it is a small portfolio with only 18 stocks.  Due to a buyout of Spectra Energy, the portfolio holds nearly $6,000 in cash.  I do not reinvest these funds so that I can track performance easily.

See the results below.






CRITERIA for 2014 and 2015
MINIMAL DIVIDEND YIELD  3.50%
Dividend Increases
Ave. 4%/yr over past 5 yrs.
DEBT TO EQUITY RATIO (D/E)
1 or less or within industry standard
Earnings Per Share Last 4 Qtrs EPS greater than Dividend paid out


M* MoneyMadam