Last year, I was inspired by Engineering Dividends’ post on weighted portfolio growth, who was actually inspired themselves by Passive Income Pursuit’s post.
Engineering Dividends just did a 2018 post, and inspired/reminded me again!
First, I made columns for my 2018 holdings:
- Ticker symbol
- Annual dividend frequency (4 for quarterly stocks, 2 for DIS and ACN)
- Shares owned at time of dividend increase
- Dividend payment per share at time of increase
- Dividend payment at time of increase
- Percent dividend increase
- Total Dividend Paid by Portfolio in 2018
Next, I made a new column to calculate Weighted Dividend Growth using the same formula as Engineering Dividends and Passive Income Pursuit:
Percent Increase * Dividend Payment * Shares Owned * Annual Dividend Frequency / Total Dividend Paid
My 2018 weighted dividend growth totaled to 12.42%! For comparison, my 2017 growth was 7.39%.
I made a deliberate effort in 2017 to refocus on dividend growth. My early investments reflected my tendency to grab high yielders, and now I focus on low yielders with more room for growth.
2018 was also a good year for dividend increases in general, so I’m not sure if I will keep up this 12.42% growth going into 2019.
ABBV, VTI, TXN, MO, and BA were my top 5 dividend growth drivers. This takes into account my holding value along with its dividend increase(s).
2 thoughts on “All My Dividend Growth in 2018”
Really amazing and informative content! Appreciate you for making the effort! Look forward to more.
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