The Dividend Guy Portfolio
This page reflects my portfolio and I try to update it quarterly. Keep in mind that I have a high risk tolerance and my investing horizon is very long. This is how my portfolio is 100% equity with roughly 60% of my holdings in US stocks and 40% in Canadian equity (I’m Canadian, should you wonder).
I’ve built the portfolio considering my 7 investing rules of dividend investing:
Principle #1: High Dividend Yield Doesn’t Equal High Returns
Principle #2: If There is One Metric; It’s Called Dividend Growth
Principle #3: A Dividend Payment Today is Good,
A Dividend Guaranteed For the Next 10 Years is Better
Principle #4: The Foundation of Dividend Growth Stocks Lies in its Business Model
Principle #5: Buy When You Have Money in Hand
Principle #6: If You Know Why You Bought, You Will Know Why You Sell
Principle #7: Think Core, Think Growth
I split my holdings into two categories: a core portfolio generating dividend payment and a growth portfolio generating both dividend and stock value growth.
|Company Name||Ticker||Sector||Market Value||Current Dividend Yield (%)|
|Canadian National Railway||CNR.TO||Industrial||$3,238.20||1.95%|
|Walt Disney||DIS||Consumer, cyclical||$5,761.05||1.43%|
|Gluskin & Sheff||GS.TO||Financial||$2,412.00||5.97%|
|Helmerich & Payne||HP||Energy||$2,481.74||4.35%|
|Johnson & Johnson||JNJ||Healthcare||$5,841.01||2.76%|
|Wal Mart||WMT||Consumer, defensive||$4,054.07||2.81%|
All investments are reflected in Canadian dollars (this is why US stock prices don’t match).