2013年1月16日星期三

Dividends and capital gains represent the output of my dividend growth machine


I did not sell any stocks in 2012, so there was no portfolio turnover. This reminds me of a great quote from Seeking Alpha author Chuck Carnevale, who said "a portfolio is like a bar of soap; the more you handle it, the smaller it gets." As part of my investing strategy, I try to minimize portfolio turnover and other "frictional" costs of investing. Related to that point, I try to keep transaction fees to no more than about 0.5% of my total cost, and I had a 0.54% ratio in 2012.It is also covered with the surface layer and also containing Thermal printer OEM or more minor sheets of tough materials like- amino plastic and melamine.Part of my investing strategy also involves monitoring the operating results and the dividend increases of the companies in my portfolio. For the sake of brevity,You need to consider some important factor before buying and using these Spring cone crusher manufacturers products. The materials used in the designing of the belts are of great quality. I will not summarize the operating results for 2012, but the figure below shows the distribution of dividend increases that took effect during the year:There were dividend increases for 24 of the 25 stocks in my portfolio, with the lone holdout being Archer Daniels Midland (ADM). The mean increase was 10.4%, the median was 8.5%,In the recent years there has been a great revolution in the field of mobile technology. The iPhone is its perfect example. This metal machining from Apple is fully equipped with all the features that are demanded by a person. In addition to several features and applications, Apple has also introduced a protective cover for its product. and 12 companies had double-digit percent increases. Given that dividend growth is a vital characteristic of my investment machine, I was pleased by these numbers.
More generally, I was satisfied with the state of my portfolio at the end of 2012, so little in the way of change was planned for the new year. The only change that was under serious consideration was a potential sale of ADM, for a few reasons:I determined that I could find better investment opportunities with more earnings stability, consistently positive free cash flows, and higher yields.Soon after the new year began, I sold all my shares of ADM for a negligible positive total return. It is noteworthy that I went all of 2012 without a sale and then I started off 2013 with one. However, no other sales are planned at this time. Some readers might be wondering about Abbott Laboratories, which split into two companies at the start of the year (ABT and ABBV). I know some dividend growth investors sold pre- or post-split, but I decided a while ago that I would hold both companies.
Dividends and capital gains represent the output of my dividend growth machine. I selectively reinvest all dividends by combining them with new capital, in part because I consider selective reinvestment to have certain advantages, as discussed in this article. I noted earlier that my primary investing goal is to create a sustainable and rising dividend income stream. The figure below shows the dividends I received in each quarter of 2012:There were nice increases in dividends from one quarter to the next,If we talk about the aluminum profiles then Earth auger is said by the experts that the designs and patterns that are developed with the use of aluminum profiles are complex but they are capable of being molded into complex shapes. and by the end of the year, I had received a total of $1,649.63. Most of my dividends were paid on a quarterly basis, but Vodafone (VOD) pays semi-annually and Novartis (NVS) pays annually. In addition, a few stocks accelerated their Q1 2013 dividends into late 2012 due to concerns about tax increases tied to the fiscal cliff. Overall, I was pleased with the growth of my dividend income stream,Within seconds, the resin is bonded onto teeth enamel after an intense carbon plate hardens it. Once the last coat is applied, the resin is shaped and polished. and by the end of 2012 my forward 12-month dividend total stood at $2,084.

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