First-Half 2020 Dividend Checkup - Dividend Growth, Cuts, And Postponements
Published Aug 12, 2020 on Seeking Alpha

Seeking AlphaDividend StrategyFirst-Half 2020 Dividend Checkup - Dividend Growth, Cuts, And PostponementsAug. 12, 2020 7:07 AM ET|| Includes: ABC, ADM, ADP, AFL, ALB, ALFVY, AMGN, AMP, ASAZF, ATAZF, AVB, AXFOF, BAM, BASFY, BDNNY, BKFKF, BLK, BMY, CAH, CB, CMCSA, CSCO, CWQXF, DDAIF, DGX, DNBHF, EMN, ERPSY, ESSYY, FL, GD, HD, HLBZF, HOYFF, ICCGF, INTC, IVSXF, JNJ, KKOYF, KO, KR, MA, MAC, MDP, MMM, MO, MRK, NCCGF, NHYDY, NOC, NRBAY, NUE, O, OYIEF, PEP, PFG, PRU, QCOM, RNSDF, RSRSF, SAXPF, SCTBF, SDVKF, SEBYF, SIEGY, SKSBF, SKT, SPG, SSAAF, SVNLF, SWDBF, SYY, T, TD, TELNF, TLSNF, TLTZF, UNH, UPNRF, UPS, WBA, YARIYby: Wolf ReportWolf Report Long only, value, Growth, growth at reasonable priceSummaryTwice a year I want to look over my portfolio and look at how companies have performed in terms of their overall dividend increases, cuts or postponements.
Perhaps the worst time in decades to check this, I nonetheless think that it can offer an interesting view on how NA and non-NA stocks perform in terms of dividends.
Most of it is encouraging - some of it is disheartening, and a lot of companies are still in the "postponement" stage with their dividends.
I look at ~120 of my portfolio core companies.
As an investor, I have an extensive desire (read: obsession) for control and states of overview both on a very macro level in terms of my portfolio, and also in terms of micro-managing individual company and having quick access to relevant data.
Some of this is easily solved by access to free and paid-for tools which will easily give you data on NA, European, and non-European/NA companies. However, I still maintain my very, self-programmed excel portfolio overview that tracks dividends, payouts, cost basis, yields, forecasts, valuations, average dividend payouts for month X, and a multitude of other factors - most of it automated at this point in my "career."
Why don't I just use any of the excellent tools out there that allow the easy creation and... Read more