Sound Growth And Dividend IRA Q3: Strong Gains

The Sound Growth And Dividend IRA had an outstanding quarter. Nearly all the stocks have done well, including six new positions I opened during the quarter.
Portfolio Review The portfolio has been built for my own IRA, using my own funds. Since I am fifteen or more years from retirement, I focus on companies that have solid fundamentals and are growing, both in terms of capital appreciation and in dividend payouts. The resulting portfolio is a blend of growth, value, and income, based on principles I have used for years.
While I did not set out to build a DGI portfolio, it is that, too. All the stocks in the portfolio are part of either the U. S. Dividend Champions or the Canadian Dividend All-Stars list. The exception is LCI Industries (LCII), which started paying a dividend last November.
I do have three REITs: Physicians Realty Trust (DOC), Realty Income (O), and Tanger Factory Outlet Centers (SKT). I also have owned baby bonds, and recently bought a preferred stock. These investments must be assessed differently than the stocks in this portfolio, and I do not consider them here.
Q3 Portfolio Performance Company
Ticker
Cost
Begin
End
Gain
Return
Weight
MasterCard
(MA)
74.27
121.45
141.20
16%
17 %
18%
82.27
121.45
141.20
17%
Miller Industries
(MLR)
18.53
24.85
27.95
12%
14%
17%
20.29
24.85
27.95
12%
19.33
24.85
27.95
12%
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