Dividend Growth Investing
What is DGI?
Before showing you what our portfolio manager can do, please make sure you understand what Dividend Growth Investing really is. If you are not sure, please read David van Knapp's series on DGI. Starting with basic terminology like dividend, following with 5 year rule, The Power of Compounding and Reinvesting Dividends. How to create portfolio and estimate stock valuation. Series finishes with buying suggestions and eventually holding/selling criteria. Links to complete series can be found here.
What will my portfolio look like? Demo Portfolio
Your portfolio will contain key statistics including internal rate of return and yield on cost. Dividend reinvesting can be set separately for each dividend. Future dividends can be set to be reinvested automatically on each stock separately. Portfolio might be also shared publicly - check out demo portfolio.
| Stock | Drip | Value | XIRR | Yield on Cost | Avg DGR | Min DGR |
|---|---|---|---|---|---|---|
| Chevron Corp. (CVX) | $1154.45 | 8.37% | 4.97% | 4.30% | 1.55% | |
| The Coca-Cola Co. (KO) | $534.55 | 15.02% | 4.59% | 7.22% | 5.73% | |
| Main Street Capital Corp. (MAIN) | $422.30 | 27.64% | 14.35% | 3.77% | 2.92% | |
| Johnson & Johnson (JNJ) | $1351.20 | 10.91% | 4.20% | 7.57% | 6.27% | |
| Total: | $3462.50 |
Dividend Calendar Paid dividends Upcoming dividends Estimated dividends
Digrin will track paid, upcomming and estimated dividends. No more need for excel spreadsheets to track your dividends.
| May 2019 | Jun 2019 | Jul 2019 | Aug 2019 | Sep 2019 | Oct 2019 | Nov 2019 | Dec 2019 | Jan 2020 | Feb 2020 | Mar 2020 | Apr 2020 | Total | |
| CVX | - | $11.90 | - | - | $11.90 | - | - | $11.90 | - | - | $12.08 | - | $47.78 |
| JNJ | - | $9.50 | - | - | $9.50 | - | - | $9.50 | - | - | $9.50 | - | $38.00 |
| KO | - | - | $4.00 | - | - | $4.00 | - | - | $4.00 | - | - | $4.23 | $16.23 |
| MAIN | $2.00 | $4.50 | $2.05 | $2.05 | $2.05 | $2.05 | $2.05 | $2.05 | $2.05 | $2.05 | $2.05 | $2.11 | $27.06 | Total: | $2.00 | $25.90 | $6.05 | $2.05 | $23.45 | $6.05 | $2.05 | $23.45 | $6.05 | $2.05 | $23.63 | $6.34 | $129.07 |
Nice table. But I like charts more!
Prediction of future dividends is based on estimated yearly dividends multiplied by conservative dividend growth rate.
Stock Screener
At the moment you can set stock screener filter according to dividend yield, payout ratio, DGR3, DGR5 and sector diversification in your non-testing portfolios. You can also limit stocks paying and raising dividends more than 5, 10 or 25 years maintained by Dave Fish. According to your preferences in stock screener, suggestions for portfolio's least performing stocks and best CCC stocks will be shown.
Filter
0 20 %Choose filter criteria. Only stocks with selected values will be shown in your Stock Screener.
Influence
Disable 5Choose whether current factor should be disabled or how important is this factor to you.
Personal suggestions
Based on your Stock Screener preferences, we will show worst portfolio stocks and best stocks from CCC list.
Switching 100% of CVX for BLX would result in following sector diversification:
Sector with CLX
Sector with BLX
Watcher
Simple tool to check dividend yield daily. If your desired dividend yield is met, email is sent to let you know.
| Stock | Desired Dividend Yield | Current Dividend yield |
|---|---|---|
| Abbott Laboratories (ABT) | 2.900 % | 1.56% |
| Altria Group, Inc. (MO) | 5.300 % | 7.37% |
| American Water Works Co., Inc. (AWK) | 3 % | 1.65% |
| Aqua America, Inc. (WTR) | 2.700 % | 1.93% |
| Archer-Daniels-Midland Co. (ADM) | 4 % | 3.52% |