My 84 Stock Portfolio First Half 2017 Report: Dividends Up 20.2% And When They Arrive

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If you don’t know about the Round ”TUIT,” it becomes easy when someone is retired. I finally got around to doing this report and crunching the numbers. I thought I might need an accountant. So, please know, I probably did. I started options and holding more cash.
I will show the portfolio with and without the options and cash, but I was really surprised how really little it changed the portfolio value, with income up a bit more with the options.
The chart below took me the longest to prepare, so it gets shown first and it’s all about dividends, rising ones, bigger and bigger ones.

I find I really learn a lot about the different dividend payments when I do these charts.
Scott U, another contributor on SA, triggered the idea probably last year of watching for the dividend raise month. I finally got round “tuit” for each of my stocks. I will be adding this information to my index cards as well.
First, here is insight into my abbreviations. The stock name and ticker are omitted for three mystery stocks. Two are financial and one is in energy. I will discuss a bit about those later and how and why I have them.
purchase pr = my purchase cost per share CR: S&P Credit rating, which I obtained from F.A.S.T. Graphs. A number means debt/cap if no rating. VL: Value Line safety rating. 1 is the best and 5 is the worst. I will not invest in a 4 or 5. VL: Financial rating (alphabetical with A as the best). F: Froz =... Read more