Behind the Kimono: Dividend Growth Portfolio Mid-Year Update

Background My Dividend Growth Portfolio (DGP) is a public “demonstration” portfolio that I use to illustrate real-world application of principles and tactics in dividend-growth investing. The portfolio contains real money and actual stock holdings. It is part of my retirement cistern.Articles about the DGP allow those interested to judge whether the principles and decisions make sense and work in the real world. See my four most recent articles in this series:Dividend Growth Portfolio Review: Sherwin Williams Is Out (April 26, 2011) The 5-Year Rule in Dividend Growth Investing (April 15, 2011) Road Map for Managing a Dividend Growth Portfolio (February 23, 2011) Watching Dividends Rise: Putting Together a Focused Dividend-Growth Portfolio (February 1, 2011) Formation of Portfolio I began the DGP—with its dividend-growth mission—in 2008. I converted it from a portfolio that actually began on April 1, 2002, when I funded it with $40,000. In the beginning, the... Read more