British American Tobacco: Stake Increase By 77 Percent

I made the decision last Friday to increase my British American Tobacco Stake. I purchased 10 additional shares and increased the current position by 77 percent. The new total purchase amount is now at USD 2,555.90. BTI is now the biggest stake in my Dividend Yield Passive Income Portfolio.

BTI is a big player within the tobacco sector. I believe in the strong brands of the company and the leading market positions of the major core markets.

The tobacco company has a also a strong cash flow. Last fiscal year, BTI generated around USD 4.4 billion in cash at spend only 400 million net for investing activities. The current price for that entity is USD 100 billion. Not cheap definitely but high quality is also highly valuated.

Latest Portfolio Transactions (Click to enlarge)

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For readers who a new to the matter and my dividend growth philosophy: I funded a virtual portfolio with 100k on October 04, 2012 with the aim to build a passive income stream that doubles each five to ten years. I plan to purchase each week one stock holding until the money is fully invested. The total number of constituents is expected at 50 – 70 companies and the dividend income should be at least at $3,000 per year.

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Dividend Yield Passive Income Portfolio I (Click to enlarge)

Dividend Yield Passive Income Portfolio II (Click to enlarge)

My current dividend income is now estimated at USD 2,061.71 for the full year. The current yield on cost amounts to 3.51 percent while the average portfolio yield is at 3.22 percent.

The strategy I follow is a real losing strategy if the markets are very bullish over a longer time. Nobody knows this before. But my main focus is to build a long-term passive income source.

Since the date of funding, the portfolio is up 6.21 percent, a clear underperformance compared to the Dow Jones and S&P 500. But you need to know the portfolio is not fully invested. As of now I still have USD 42,628.55 in cash for further stock holding buys. I plan to invest this money within the current year in order to boost the dividend income over a level of USD 3,000 bucks per year.

The portfolio holdings are up 9.36 percent since the date of funding, October 04, 2012. The only way to beat the market in the short-term is to hope for a longer rain period at the market. My big cash position will help me to avoid an underperformance.

Portfolio Performance (Click to enlarge)

Here is the income perspective:

Sym	Name	P/E Ratio	Dividend Yield		Buy	# Shrs	Income	Value
TRI	Thomson Reuters C	16.05	3.82		28.90	50	$64.50	$1,698.50
LMT	Lockheed Martin C	13.06	3.93		92.72	20	$89.00	$2,250.60
INTC	Intel Corporation	11.99	3.75		21.27	50	$45.00	$1,195.00
MCD	McDonald's Corpor	18.69	2.99		87.33	15	$45.15	$1,523.70
WU	Western Union Com	10.47	2.73		11.95	100	$47.50	$1,747.00
PM	Philip Morris Int	17.37	3.81		85.42	20	$68.78	$1,794.00
JNJ	Johnson & Johnson	24.35	2.78		69.19	20	$49.80	$1,799.80
MO	Altria Group Inc	17.06	4.77		33.48	40	$70.40	$1,476.80
SYY	Sysco Corporation	20.61	3.13		31.65	40	$44.40	$1,424.00
DRI	Darden Restaurant	16.12	4.06		46.66	30	$61.50	$1,512.90
CA	CA Inc.	14.38	3.36		21.86	50	$50.00	$1,496.00
PG	Procter & Gamble	18.1	2.83		68.72	25	$57.20	$2,038.75
KRFT	Kraft Foods Group	21.06	3.53		44.41	40	$80.00	$2,267.60
MAT	Mattel Inc.	20.3	2.87		36.45	40	$53.60	$1,883.20
PEP	Pepsico Inc. Com	21.66	2.58		70.88	20	$43.60	$1,686.40
KMB	Kimberly-Clark Co	21.68	3.11		86.82	15	$46.50	$1,498.20
COP	ConocoPhillips Co	10.44	4.1		61.06	20	$52.80	$1,296.80
GIS	General Mills In	18.29	2.68		42.13	30	$41.10	$1,532.70
UL	Unilever PLC Comm	21.32	3.02		39.65	35	$44.91	$1,482.60
NSRGY	NESTLE SA REG SHR	19.08	3.21		68.69	30	$65.31	$2,020.50
GE	General Electric	17.73	3.09		23.39	65	$48.10	$1,544.40
ADP	Automatic Data Pr	24.44	2.37		61.65	25	$42.50	$1,835.25
K	Kellogg Company C	26.14	2.65		61.52	25	$44.00	$1,662.50
KO	Coca-Cola Company	21.47	2.61		38.83	40	$42.80	$1,641.20
RTN	Raytheon Company	12.17	3.03		57.04	20	$42.00	$1,389.40
RCI	Rogers Communicat	11.69	4.15		51.06	50	$83.30	$2,013.50
GPC	Genuine Parts Com	20.48	2.43		77.06	20	$41.28	$1,700.60
TSCDY	TESCO PLC SPONS A	214.8	4.27		17.98	110	$75.68	$1,767.70
APD	Air Products and	17.38	2.78		85.71	15	$40.50	$1,449.75
GSK	GlaxoSmithKline P	19.34	4.43		52.16	30	$70.38	$1,588.80
WMT	Wal-Mart Stores	15.3	2.24		79.25	20	$34.72	$1,552.60
BTI	British American	16.85	3.88		114.6	23	$95.22	$2,429.03
CHL	China Mobile Limi	10.45	4.15		55.32	25	$54.95	$1,307.50
MMM	3M Company Common	18.06	2.14		110.27	15	$36.75	$1,727.10
TUP	Tupperware Brands	23.45	2.42		80.98	15	$29.40	$1,201.20
IBM	International Bus	13.3	1.82		206.35	8	$28.00	$1,536.56
HAS	Hasbro Inc.	18.75	3.13		44.09	30	$44.40	$1,429.20
T	AT&T Inc.	27.74	4.99		34.47	30	$53.70	$1,074.30
WAG	Walgreen Co. Comm	21.3	2.26		44.25	30	$33.00	$1,462.80
							$2,061.73	$63,938.44
							Average Yield	3.22%
							Yield On Cost	3.51%

10 Stocks And 2 Funds Hiked Their Dividends Last Week

Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. The number of dividend hikers remains low. Only 10 stocks and two additional funds announced to increase their dividend payments last week.

On the list are some well known big players like Conoco Philips, Walgreen, Paychex or Cummins. It’s ever good to see that some stocks keep their dividend growth path. Seven of the results have a current buy or better rating.

Dividend Weekly World Yield Stock Report 28/2013 | Free PDF Download

Attached is the current Dividend Weekly, a weekly yield and performance report of the world's best dividend paying stocks. Find on over 30 pages the best and highest dividend yields worldwide. The report is available as free PDF download.

The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.

The book has the following items:

- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommended Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week

Here is the full book for free read and download:

Next Week's Top Yielding Ex-Dividend Shares

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

The ex dividend date is the final date on which the new stock buyer couldn’t receive the next dividend. If you like to receive the dividend, you need to buy the stock before the ex dividend date. I made a little screen of the best yielding stocks with a higher capitalization that have their ex date on the next trading day.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks Between July 15 - 21, 2013. In total, 41 stocks and preferred shares go ex dividend - of which 10 yield more than 3 percent. The average yield amounts to 4.20%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company	Ticker	Mcap	P/E	P/B	P/S	Yield
Senior Housing Properties Trust	SNH	5.01B	34.33	1.74	7.26	5.75%
Cracker Barrel Old Country Store	CBRL	2.42B	20.60	5.31	0.91	2.95%
Caterpillar Inc.	CAT	57.20B	11.73	3.13	0.91	2.75%
Siliconware Precision Industries	SPIL	3.82B	25.83	1.92	1.81	2.74%
Colgate-Palmolive Co.	CL	55.39B	24.14	31.29	3.22	2.30%
ACE Limited	ACE	31.86B	11.96	1.14	1.76	2.18%
Foot Locker, Inc.	FL	5.57B	13.98	2.25	0.89	2.16%
Questcor Pharmaceuticals, Inc.	QCOR	2.85B	15.26	14.59	5.20	2.03%
Hormel Foods Corp.	HRL	10.85B	22.15	3.61	1.28	1.66%
IDEX Corporation	IEX	4.79B	107.83	3.23	2.44	1.58%
Graco Inc.	GGG	4.15B	25.50	8.18	3.96	1.47%
America Movil S.A.B. de C.V.	AMX	80.57B	12.34	4.39	1.36	1.41%
Apache Corp.	APA	32.30B	17.80	1.05	1.94	0.97%
PerkinElmer Inc.	PKI	3.84B	49.00	2.09	1.82	0.83%
CR Bard Inc.	BCR	9.04B	19.74	4.76	3.04	0.76%
Acuity Brands, Inc.	AYI	3.60B	31.73	3.90	1.78	0.61%
EOG Resources, Inc.	EOG	38.98B	53.20	2.83	3.19	0.52%

Basic Material Dividend Stocks With Highest YTD Performance And Which Are Still Cheap

Basic material dividend stocks with highest performance year-to-date originally published at long-term-investments.blogspot.com. The basic material stock category were the real losing sector this year. Stocks from the sector are down 2.6 percent this year while the best performing sector, healthcare stocks, gained 24.3 percent.

But not all basic materials are loser. There are stocks that doubled its price since the beginning of this year. Others are up 50 percent. Below, you can find a small list of the 20 top basic material stocks. I excluded all companies with a market capitalization below USD 300 million and those without a dividend.

The 20 top dividend paying results gained from 44.58 percent to 65.14 percent. Three of the results have a market cap below a billion and additional seven are valuated between one or two billion. Small and mid-cap stocks are the main performance driver of the sector. Despite the strong stock price hikes, fourteen companies still have a buy or better rating.