MY TOP 5 DIVIDEND STOCKS (PPC Ian Stock Portfolio Update) [Video]

I’m excited to review my personal dividend stock portfolio in today’s PPC Ian dividend stock portfolio update. See my top 5 positions! And, see my largest insights (and action items) on how I plan to manage my dividend portfolio moving forward.
#dividend #stock #portfolio

Timestamps:
0:00 INTRODUCTION
0:04 I own 37 dividend stocks in my portfolio.
0:20 Check out my Corner Patreon (link in pinned comment) for my complete dividend stock portfolio (% allocation to each position).
0:44 SEGMENT 1 MY TOP 5 DIVIDEND STOCK HOLDINGS (BLOSSOM SOCIAL) Disclosure I’m a Blossom Social Affilaite
1:24 I lump everything else into SCHD. My SCHD position is actually small, I’m using SCHD in Blossom to represent the “Other” Category.
2:11 PepsiCo (PEP) is now my number 1 largest dividend stock! 8.77% of my portfolio and 7.07% of my dividend income.
2:50 Jonson & Johnson (JNJ) is now my number 2 largest dividend stock.
3:02 Starbucks (SBUX) My Number 3 Dividend Stock
3:11 McDonalds (MCD) My Number 4 Dividend Stock
3:25 SURPRISE: Altria (MO) is now my number 5 largest dividend stock. So far, this has paid off for me! 7.05% of portfolio value and a staggering 16.13% of my dividend income.
4:22 My top 5 core stocks comprise 40% of portfolio value and 42% of dividend income.
5:22 SEGMENT 2 KEY LESSONS FROM MY DIVIDEND STOCK PORTFOLIO ANALYSIS
5:30 LESSON 1 Average portfolio yield is up to 3.73% current dividend yield.
6:03 Huge trade in Altria (MO) 16.13% of Dividends
6:10 Huge trades in Realty Income (O) 7.38% of Dividends
7:20 GOAL of 4.0% to 4.5% portfolio-wide yield
7:38 LESSON 2 Portfolio Performance Is Strong (Especially Dividend Growth)
8:15 May of 2024 vs. April of 2022, portfolio value is up 24.30% and dividends are up a staggering 49.50%.
9:43 LESSON 3 Concentration of Risk in Restaurants and CPG.
10:09 26.8% of dividend income comes from sin stocks.
10:27 Restaurants and CPG-related stocks are 56.8% of portfolio, and 61.5% of dividends.
10:54 I’d like to add to healthcare (JNJ and PFE)
11:37 LESSON 4 5-Year Dividend CAGR vs. Current Yield Analysis
12:10 My weighted average 5-year dividend CAGR is 4.77%.
12:20 3.73% starting dividend yield.
12:36 TAKEAWAY Self Critique: I should either have a) higher starting yield and/or b) faster dividend growth.
13:18 My dividend growth is not that high..
13:55 THREE TIER STRATEGY: SCHD, Core Stocks, High Yielders
14:40 It’s very difficult to beat SCHD.
15:49 When I add up my Top 5 Core Stocks, CAGR averages 6.8% (simple average).
16:59 Golden Rule from Backyard Days Strive for 7% dividend CAGR.
18:54 DISCLAIMER AND DISCLOSURE

DISCLOSURE: I am long PepsiCo (PEP), Johnson & Johnson (JNJ), Starbucks (SBUX), McDonalds (MCD), Altria (MO), Realty Income (O), Raytheon Tech (RTX), Pfizer (PFE), British American (BTI), and SCHD. I own these stocks (and ETF) in my personal dividend stock portfolio. I’m also long Treasuries.

I’m a Blossom Social Affiliate and earn a commission for sign-ups.

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