SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Dividend Growth Investing and chit chat.
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: rnsmth12/30/2021 10:38:36 AM
2 Recommendations

Recommended By
Menominee
red cardinal

   of 2146
 
2021 Review and looking to 2022

The gig for 2021 was to focus on increasing dividend growth through the purchase of fairly valued or undervalued mid-yield stocks with dividend growth greater than 5% - that also had excellent dividend safety ratings. My assumption is that many financial stats make up, in large part, the dividend safety rating.

So, during 11 months of 2021 My focus was building SCHD, an ETF that is yielding 2.78% as I type this, has a most recent annual dividend increase of 10.8% and a 5 year DGR of 12%. It is now our second largest position at 5.7% of our combined portfolios.

Then came December. I sold DUK and bought D with the proceeds. I started positions in EOG and RY.

I decided to trim some of our gains in JNJ, DLR and PEP, and used those proceeds to bring D, EOG, and LMT up to full positions. DLR is still our largest position and JNJ & PEP are still full weight.

Looking to 2022, that leaves our most recent new position, RY as underweight. Objective 1 - build up RY to a full weight position. It is not half way there yet. I will probably trim some gains from CSCO and use those proceeds on RY. That would take RY up to just over half-weight. The rest will come from putting accumulated dividends into RY.

That is the plan, anyway.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News