In 2011 I embarked on an experiment the purpose of which was to measure how well my dividend stock picking strategy performed.  

  • Each year I created a portfolio of dividend stocks I call Dividend Machines using my specific set of stock pricking criteria. 
  • All portfolios are long only; any transactions were due to mergers or acquisitions.
  • I made small changes to criteria over the years 
  • Every portfolio is tracked and reported on quarterly

The table below summarizes these portfolios:   

Third Quarter Update 2019 

Click on the links to view each year's portfolio's holdings.

2018 Portfolio 
2017 Portfolio 
2016 Portfolio 
2015 Portfolio 
2014 Portfolio 
2013 Portfolio 
2012 Portfolio 
2011 Portfolio 

M* MoneyMadam