2017 M* Portfolio

Updated 6/29/2018

In 2017 I invested about $100,000 in Dividend Machine stocks.  My criteria for selection are presented in the table below.




It has been an interesting journey this year.  I keep thinking the market is overpriced and so I wait for opportunities to buy but they have been few.  You have to stick to your strategy and I did complete the portfolio during the last week of trading.

This portfolio is small with only 13 stocks.  It is important to notice that I made two buys of HCI  which is a re-insurer.  This is only the second time I have doubled up on a Dividend Machine.  The first time was in 2015 when I used Caterpillar (CAT) twice.  CAT recently recovered in a big way to reward the 2015 portfolio.  While the business models are totally different, I am hoping HCI will deliver similar returns in the future as CAT has once they recover from the devastating insurance losses from the many natural disasters such as hurricanes that occurred in 2017.


The 2017 portfolio is presented below.  I measure the income and return on each stock as well as how the portfolio would have done if the money had been invested in two  ETF's designed for income investors, SDY and VIG.




In the first quarter update, VIG was winning with SDY a close second and M* is the laggard.  This has happened before and I end up prevailing with the exception of 2014.  In this update, you will notice M* holdings are doing very well.

Now  the portfolio is 1 year old, I can report on total return.  Total return includes dividends and until we hold each stock or shares of the respective ETF's through one year, it is very difficult to measure total return.

M* MoneyMadam

Disclosure:  I am long every stock in this portfolio.