Dividend Growth Investor Newsletter

Dividend Growth Investor Newsletter

Share this post

Dividend Growth Investor Newsletter
Dividend Growth Investor Newsletter
Recent Investments for June 5th
Copy link
Facebook
Email
Notes
More

Recent Investments for June 5th

Dividend Growth Investor's avatar
Dividend Growth Investor
Jun 05, 2023
∙ Paid
Share

Good Morning,

At the beginning of May, I looked at the dividend growth universe. Those were companies that had managed to increase annual dividends for at least ten years in a row. .I identified companies that had an yield of 2.50% or higher, and consistent dividend growth. I identified consistent dividend growth as a minimum of 6% annualized over the preceding 1/3/5/10 years, along with most recent dividend increase. Next, I looked at trends in EPS/FCF/share over the preceding decade, in order to identify companies for potential addition. I do not believe all of this companies are a buy - they are just a starting list for research. Some of these companies in my opinion may not be good ideas, as they are too cyclical. 

I may do some additional screening some time this month, where I would likely lower the minimum yield requirement. I usually do not have a minimum yield requirement to begin with. I do like to play around with different yield/growth characteristics - having companies with different yield/growth characteristics in a diversified portfolio makes it well diversified in my opinion. 

This is just one way I monitor/track/get investment ideas for further research. I try to look at it from multiple angles.

I wanted to let you know that I added to an existing position this morning. I also initiated a new position in a new company. 

You can view the list here - it is a working copy so it does not look very presentable. A few of you had asked me for it, and I had shared it. Hence, I wanted to give each one of you the same level of information.

Keep reading with a 7-day free trial

Subscribe to Dividend Growth Investor Newsletter to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Dividend Growth Investor
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More