Year Ebd Update 2019
2018 was a tough year for income investors. We are in transition. Our income stocks are over bought and good bonds are still too expensive. The 2018 portfolio income goal is 5% without having to depend on call option income.
All other criteria such as earnings per share (EPS) greater than dividend paid out and dividend increases as well as a solid balance sheet as measured by a D/E (debt to equity ratio) of one or less or within industry standard.
All other criteria such as earnings per share (EPS) greater than dividend paid out and dividend increases as well as a solid balance sheet as measured by a D/E (debt to equity ratio) of one or less or within industry standard.
See the results and holdings below:
| 2018 | VALUE | BASIS | Yield on Basis | Dividend Income | Yield on Value | % Gain |
| Dividend Machines | $92,941 | $85,173 | 5.20% | $4,433 | 4.77% | 9.12% |
| Holdings | ||||||
| Symbol | Price | Basis | Date Acquired | Annual Div | Div Yield | % Gain |
| XOM | $69.67 | $86.78 | 1/3/2018 | $3.48 | 4.99% | -19.71% |
| XOM | $69.67 | $76.69 | 5/2/2018 | $3.48 | 4.99% | -9.15% |
| T | $39.01 | $37.82 | 1/26/2018 | $2.04 | 5.23% | 3.13% |
| T | $39.01 | $32.35 | 5/2/2018 | $2.04 | 5.23% | 20.57% |
| T | $39.01 | $30.88 | 11/5/2018 | $2.04 | 5.23% | 26.31% |
| NHI | $81.56 | $68.42 | 5/2/2018 | $4.20 | 5.15% | 19.20% |
| CM | $83.38 | $87.20 | 5/2/2018 | $4.35 | 5.22% | -4.38% |
| MO | $49.87 | $55.96 | 5/2/2018 | $3.36 | 6.74% | -10.89% |
| ETN | $94.70 | $81.06 | 10/11/2018 | $2.84 | 3.00% | 16.83% |
| ETN | $94.70 | $75.80 | 11/6/2018 | $2.84 | 3.00% | 24.93% |
| LVS | $69.06 | $51.96 | 11/21/2018 | $3.08 | 4.46% | 32.91% |
| MAIN | $43.13 | $37.86 | 11/21/2018 | $2.46 | 5.70% | 13.91% |
| MFC | $20.32 | $16.19 | 11/21/2018 | $0.75 | 3.72% | 25.48% |
| WDC | $63.42 | $46.90 | 11/21/2018 | $2.00 | 3.15% | 35.21% |
| WY | $30.14 | $26.58 | 11/21/2018 | $1.36 | 4.51% | 13.37% |
| MIC | $42.79 | $39.28 | 11/21/2018 | $4.00 | 9.35% | 8.94% |
| Notes: Data Source MarketXLS | ||||||
