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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder9/14/2021 6:38:18 PM
5 Recommendations

Recommended By
marsdon
red cardinal
stardusting
Waitress
Zen Dollar Round

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SCREENING FOR HIGH DIVIDEND GROWTH AND HIGH TOTAL RETURN ...

Income is my number one priority but for most of the portfolios I manage, the income objectives have been achieved and exceeded. With this in mind, and not having the pressure of securing a safe and reliable income stream for retirement, I am now looking for growth opportunities.

There aren't as many choices out there where they are undervalued, in fact I couldn't find any. Based on the criteria I am applying, fast and very fast dividend growth, plus having outperformed the S&P 500 index in the 3, 5 and 10 year time frames, it wouldn't make sense for this type of company to be selling at a discount to fair value given we are still in a bull market. So one needs to consider whether they are willing to pay a relative fair value given the growth these companies have been able to show over the past 10 years or wait for a significant correction.

Here is the criteria I used:

1) A dividend safety score of 80 or higher.
2) A dividend increase streak of 10 consecutive years minimum.
3) Yield of 0.5% or higher (high growth usually means low yields)
4) Latest dividend increase 8% or higher.
5) 5 year dividend growth of 8% or higher.
6) 20 year dividend growth of 8% or higher.
7) ** Most Important** had to beat the S&P 500 in the 3, 5 and 10 year time frames, total return is the objective.

I didn't use the 1 year due to the pandemic and I chose to accept those returns as an outlier.

Only 17 companies met this criteria and MSFT and AAPL did not qualify.

Here are those companies:

BLL .. CTAS .. UNH .. NDSN .. HD .. PH .. SHW .. LOW .. TXN .. DHI .. TROW .. NEE .. BMI .. SPGI .. NKE .. BRO .. MCO.

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