2017 M* Portfolio

Third Quarter Update 2019

Thirteen stocks make up the 2017 Dividend Stock Portfolio.  Amount invested is $101,248.  Criteria were dividend yield greater than 2 year Treasury, dividend growth rate of 4%, earnings per share (EPS) greater than dividend paid out and D/E ratio one or less or within industry standard.

Results and holdings are presented below.  

Like all portfolios, this portfolio is closed.  It is long only. No stocks are bought or sold.  Dividends are not reinvested. To date no buy outs or mergers have occurred in the 2017 portfolio. 

M* MoneyMadam