My K.I.S.S. Dividend Growth Portfolio: Third Quarter 2020 Update
Published Oct 16, 2020 on Seeking Alpha

Seeking AlphaPortfolio StrategyMy K.I.S.S. Dividend Growth Portfolio: Third Quarter 2020 UpdateOct. 16, 2020 4:39 PM ET|| Includes: AFL, BA, CARR, CBRL, CINF, CVX, D, DRI, EMR, GD, HAS, JPM, LNC, MSFT, NHI, NUS, O, OKE, OMC, OTIS, PFG, PFH, PRS, PRU, RTX, SKT, SPG, SPY, SYY, UGI, UPS, UTXby: The Part-time InvestorThe Part-time Investor Long Only, long-term horizon, Dividend Investing, ValueThe Part Time Investor.cls-1{fill:#024999;}SummaryA successful DGI portfolio can be created using very simple criteria.
Just a couple of hours every quarter is all that is necessary to manage a well-designed DGI portfolio.
Since the COVID-19 crash, I have tightened up the financial strength and safety of my portfolio.
I have added covered call premiums to the income my portfolio produces.
Hello everyone. It has been a long time, but I’m back. Ready to present my latest portfolio update. My last update was in March, and since then, a lot has been going on. That is why I missed publishing my second quarter update, and you have not heard from me in a while. The market crash in the spring, and the subsequent recovery, was part of the issue, in that it motivated me to make some changes to my portfolio process. I will go into detail about this later. But, along with this, my account was moved to a new platform (our company changed our retirement plan providers), and while this transition was occurring my account was in a “blackout phase” for almost two months. During this time, I had no access to my account to make any kinds of transactions. Fortunately, I am a buy and hold dividend growth investor, so I wasn’t looking to make many trades. But it was still disconcerting to be frozen for such a long period of time. At least, my dividends kept rolling in while I was inactive.
Although being frozen for so long sucked, it didn’t really affect my investments that I already had. And there are many advantages to our new platform, so overall, it was a good thing. We are now on... Read more