My Dividend Growth Portfolio Half Time Report: 38 Holdings, 1 Buy, 3 Sells

Published Wed, 08 Jul 2020 11:00:22 -0400 on Seeking Alpha

Seeking AlphaDividend StrategyMy Dividend Growth Portfolio Half Time Report: 38 Holdings, 1 Buy, 3 SellsJul. 8, 2020 11:00 AM ET|| Includes: AAPL, ABBV, ABT, BAM, BLK, CSCO, DIS, DIV, FOF, GLW, HD, HYLB, IDV, JNJ, JPM, MA, MDT, MLPA, MO, MSFT, NKE, O, PFFD, PRU, REM, SBUX, SCHD, SDEM, SDIV, SPG, SPYD, SRET, SWK, T, TROW, TRV, Vby: Dividend DerekDividend Derek Dividend growth investing, long only, long-term horizon, dividend investingCustom Stock Alerts.cls-1{fill:#024999;}SummaryI received $1,522 in June, up 106% from 2019.
Q2 provided $3,144 in dividends bringing the yearly total to $6,771.
I closed three REIT positions and added to one existing holding.
Welcome to my review for my dividend growth portfolio. This edition will cover June, Q2 as well as the first half of the year. We've now crossed the half-way point and are in the back half of the year. Six months ago, I don't think anyone would have believed all of the events we've experienced if you told them. Coronavirus, record unemployment figures, national protests are just the high-level topics. Q1 was an utter dumpster fire after seeing all-time highs in late February to dropping over 30% near the tail end of March.
Everyone has their own story around coronavirus and how it impacted them personally. The past several months here have included my kids finishing up the school year at home, along with me being busier than ever with my day job. As always remember, I do this for fun and is a hobby for me. Sprinkle in months of distancing and not seeing friends or family and there's a recipe for the hardest year of our lives. That said, I've felt a lot better in the past few weeks than in the prior months. I'm not waving any kind of "Mission Accomplished" banner, but I'm in a better head space for sure.
Somehow, a virus has become a political issue rather than a health, which I'll never understand. In any event, after several states either re-opened too quickly or too many people went back to "normal", we... Read more