Sunday, March 4, 2012

A Dividend Portfolio for the Ages

I have been asked over and over from many of my friends, family, and colleagues; “What dividend stocks do you like?”  So, by popular demand I have decided to reveal my dividend stock portfolio. This portfolio is my retirement portfolio, it is held in an IRA. As a general rule I try to hold no more than fifteen holdings in this account and I try not to own any mutual funds in this account. Lastly, I obviously believe these investments as a whole will outperform the major market indexes on average the next five years. The portfolio currently consists of twelve holdings and periodically I may buy, sell, or replace holdings at any time. So, without further ado, here is the portfolio:

Mastercard (MA):  Price: $412, P/E: 28, FWD P/E:16, Yield: .30%

Starbucks (SBUX): Price: $48.89, P/E: 29.3, FWD P/E: 21.5, Yield: 1.4%

Johnson & Johnson (JNJ): Price: $64.77, P/E: 18.6, FWD P/E: 11.9, Yield: 3.5%

Intel (INTC): Price: $26.92, P/E: 11.3, FWD P/E: 10.3, Yield: 3.1%

BHP Billiton (BBL): Price: $64.16, P/E: 7.5, FWD P/E: 7.6, Yield: 3.40%

Microsoft (MSFT): Price: $32.08, P/E: 11.6, FWD P/E: 10.7, Yield: 2.5%

Exxon Mobil (XOM): Price: $86.33, P/E: 10.3, FWD P/E: 9.5, Yield: 2.2%

T. Rowe Price (TROW): Price: $61.65, P/E: 21.1, FWD P/E: 17, Yield: 2.2%

Balchem (BCPC): Price: $27.34, P/E: 21.4, FWD P/E: 18, Yield: .70%

Grainger (GWW): Price: $208, P/E: 23. FWD P/E: 17.4, Yield: 1.3%

Union Pacific (UNP): Price: $110.89, P/E: 16.50, FWD P/E: 12, Yield: 2.2%

Digital Realty Trust (DLR): $72.47, P/E: 55, FWD P/E: 14.6, Yield: 4%

Stats courtesy of several sites including Yahoo!, Barchart, and

Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

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