My Dividend Growth Portfolio - Q3 2020 Summary

Published Tue, 20 Oct 2020 14:32:07 -0400 on Seeking Alpha

Seeking AlphaDividend StrategyMy Dividend Growth Portfolio - Q3 2020 SummaryOct. 20, 2020 2:32 PM ET|| Includes: AAPL, ABBV, ABT, ADM, AFL, AMP, BAC, BAC.PA, BAC.PB, BAC.PC, BAC.PE, BAC.PK, BAC.PL, BAC.PM, BAC.PN, BACRP, BDX, BML.PG, BML.PH, BML.PJ, BML.PL, C, C.PK, C.PS, CAH, CAT, CPRJ, CSCO, CVS, CVX, D, DIS, DLR, DLR.PC, DLR.PJ, DLR.PK, DLR.PL, DRUA, DUK, DUK.PA, DUKB, DUKH, EMR, EPD, ET, ETN, FB, GD, GIS, GOOG, GOOGL, IBM, JNJ, JPM, JPM.PC, JPM.PD, JPM.PG, JPM.PH, K, KMB, KMI, KO, LMT, MCD, MCK, MDT, MMM, MMP, MO, MPLX, MSM, NEE, NKE, NSC, O, OHI, PEP, PFE, PFH, PG, PM, PPL, PRS, PRU, QCOM, RTX, SBUX, SJM, SO, SOJA, SOJB, SOJC, SOJD, SOLN, T, T.PA, T.PC, TBB, TBC, TGT, THE, TROW, TXN, UNP, V, VFC, VLO, VTR, VZ, WEC, WFC, WFC.PL, WFC.PN, WFC.PO, WFC.PP, WFC.PQ, WFC.PR, WFC.PT, WFC.PV, WFC.PW, WFC.PX, WFC.PY, WFCNP, WMT, WPC, XOMby: Khen ElazarKhen Elazar Value, Dividend Growth InvestingSummaryIn 2015, I started publishing quarterly updates regarding my dividend growth portfolio.
I believe that someone who writes about financial assets should share his main holdings with his readers.
In this article, I will share my portfolio, changes in the past 3 months and stocks that are currently on my wish list.
Introduction
It's time to summarize another quarter. I know I missed the Q2 summary, but I had so much on my plate, and I just didn't have time to write since July. The third quarter was still volatile due to the coronavirus. The Federal Reserve keeps supporting the markets by increasing its balance sheet constantly. The effects of the stimulus package have rescinded, and now we are in the middle of a political turmoil as the November elections are coming. The S&P 500 finished strong with a 10% return, reaching yet again an all-time high. My portfolio showed gains consistent with the market. The total return was high, as the dividend kept coming in consistently. While total return is not my ultimate benchmark, I still compare my performance to the S&P 500... Read more