Comments on: Investing Goals

By: Progress Update - March 2009 | Dividends Value

Progress Update - March 2009 | Dividends Value — Sat, 04 Apr 2009 10:31:10 +0000

[...] goals were defined in this December 1, 2007 Investing Goals post and updated in my 2009 Investing Goals post. Below is an updated version of the table found in [...]

By: Dividends4Life

Dividends4Life — Sat, 20 Dec 2008 16:31:00 +0000

Bill M: Most of my financials I have held for some time now. I have added some during the recent melt-down. My maximum allocation of financials is 155, but I am currently under 10%.

Best Wishes,
D4L

By: Bill M

Bill M — Sat, 20 Dec 2008 16:11:00 +0000

You hold a lot of financial and banks it seems, have you bought recently or did you take the bath from the meltdown?

By: 4Life

4Life — Sat, 01 Dec 2007 17:07:00 +0000

MG: These growth rates are based on the last 10-years. I them use to estimate the next 20 years. Looking in the near-term I would expect most of them to be lower.

HD and DHI are heavily tied to residential which will be be ugly in 2008. Given their market presence, I think both are well posited for growth when residential returns in late '08 or early '09. My concern is if DHI can maintain its dividend in 2008 given its cash position.

Best Wishes,
D4L

By: moneygardener

moneygardener — Sat, 01 Dec 2007 16:49:00 +0000

Thanks D4L,

Those growth rates seem aggressive.

Just quickly looking at your list, do you think DHI and HD can maintain dividend growth rates of 20% in this environment?

By: 4Life

4Life — Sat, 01 Dec 2007 15:30:00 +0000

MG: I am fairly anal, so I calculate it on a security by security basis and am always tweaking it when new information becomes available. I am glad you asked today, since it might change tomorrow. Here is what I used in arriving at my goals:

ACAS... 6.9%
AFL.... 20.0%
BAC.... 12.4%
BBT.... 9.5%
DHI.... 20.0%
ED..... 0.9%
FR..... 0.9%
GE..... 8.7%
HCP.... 1.6%
HD..... 20.0%
KO..... 9.5%
MCD.... 20.0%
MTB.... 15.6%
NNN.... 1.2%
O...... 4.8%
PAYX... 18.5%
PFE.... 16.9%
PGN.... 0.4%
RY..... 20.0%
SFI.... 5.3%
STI.... 10.1%
WM..... 15.0%
WMT.... 20.0%
SDY.... 13.5%
VFH.... 20.0%
VIG.... 20.0%
VNQ.... 2.5%
VYM.... 20.0%

I cap-out the rate of increase at 20%. Those are my dividend stock holdings (also shown in the table on the right sidebar). As noted in the link above the sidebar table, it is not a recommendation to buy these stocks. Some of the stocks listed I have classified as hold, thus I am neither buying or selling. For some others listed, I am waiting for the appropriate exit point. For all others, I am actively buying.

Best Wishes,
D4L

By: moneygardener

moneygardener — Sat, 01 Dec 2007 14:23:00 +0000

D4L, Congrats on making these goals public...

What avg. annual percentage increase in dividends are you projecting to reach these?

Have you revealed your stock holdings anywhere here? If not, do you plan on revealing them?