I Doubled The IBM Stock Position In My Portfolio

On the last trading day of the week, I decided to increase my current position in IBM by doubling the number of shares to 16. IBM is now the biggest position in my Dividend Yield Passive Income Portfolio measured by market value and on cost basis. The total position is still 5 percent down after the repurchase but I am still confident about the future of the tech giant.

The current P/E of IBM amounts to 13.36 and should fall to 10.22 if earnings grow as expected. Over the next five years, analysts predict earnings growth of 10.59 percent yearly. I believe it’s a good price for growth and IBM has as well diversified technology product portfolio.

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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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The full-year estimated dividend income is now estimated at USD 2,129 bucks per year. By the end of this year I want to boost the income to a total level of at least USD 3,000. With remaining USD 37,252 in cash, it’s a solid basis in my view. All I need to do is to keep the current yield on cost above the 3 percent level.

Here is the income perspective of the portfolio

Sym	Name	P/E Ratio	Dividend Yield		Buy	# Shrs	Income	Value
TRI	Thomson Reuters C	26.3	3.72		28.90	50	$64.25	$1,729.50
LMT	Lockheed Martin C	13.98	3.45		92.72	20	$86.00	$2,480.40
INTC	Intel Corporation	12.13	4.01		21.27	50	$45.00	$1,125.50
MCD	McDonald's Corpor	17.95	3		87.33	15	$44.10	$1,464.30
WU	Western Union Com	11.59	2.45		11.95	100	$45.00	$1,846.00
PM	Philip Morris Int	17.36	3.76		85.42	20	$67.18	$1,774.00
JNJ	Johnson & Johnson	20.72	2.61		69.19	20	$48.80	$1,847.20
MO	Altria Group Inc	16.26	4.86		33.48	40	$69.20	$1,414.80
SYY	Sysco Corporation	20.27	3.16		31.65	40	$44.00	$1,400.40
DRI	Darden Restaurant	15.8	4.04		46.66	30	$60.00	$1,486.80
CA	CA Inc.	13.49	2.43		21.86	50	$37.50	$1,549.00
PG	Procter & Gamble	21.29	2.74		68.72	25	$56.20	$2,041.00
KRFT	Kraft Foods Group	18.4	3.55		44.41	40	$80.00	$2,250.40
MAT	Mattel Inc.	19.27	3.12		36.45	40	$53.60	$1,715.20
PEP	Pepsico Inc. Com	19.95	2.54		70.88	20	$43.00	$1,686.80
KMB	Kimberly-Clark Co	20.96	3.07		86.82	15	$45.45	$1,477.95
COP	ConocoPhillips Co	11.19	29.31		61.06	20	$52.80	$1,336.60
GIS	General Mills In	18.88	2.51		42.13	30	$39.60	$1,572.60
UL	Unilever PLC Comm	18.91	3.12		39.65	35	$43.89	$1,410.85
NSRGY	NESTLE SA REG SHR	19.4	3.15		68.69	30	$65.31	$2,033.40
GE	General Electric	18.01	2.96		23.39	65	$46.80	$1,576.25
ADP	Automatic Data Pr	25.03	2.35		61.65	25	$42.50	$1,811.50
K	Kellogg Company C	25.16	2.67		61.52	25	$43.75	$1,642.00
KO	Coca-Cola Company	21.17	2.6		38.83	40	$41.80	$1,606.40
RTN	Raytheon Company	13.27	2.67		57.04	20	$41.00	$1,539.60
RCI	Rogers Communicat	10.61	4.12		46.5	50	$81.15	$1,979.00
GPC	Genuine Parts Com	18.56	2.45		77.06	20	$40.44	$1,651.60
TSCDY	TESCO PLC SPONS A	230.4	3.98		17.08	110	$75.68	$1,928.30
APD	Air Products and	22.76	2.47		85.71	15	$39.45	$1,600.50
GSK	GlaxoSmithKline P	19.66	4.54		52.16	30	$70.35	$1,545.30
WMT	Wal-Mart Stores	15.22	2.15		79.25	20	$33.28	$1,538.00
BTI	British American	16.29	3.84		111.13	23	$95.22	$2,475.03
CHL	China Mobile Limi	10.62	4.05		55.32	25	$54.45	$1,335.50
MMM	3M Company Common	18.58	2.03		110.27	15	$36.08	$1,774.65
TUP	Tupperware Brands	18.42	1.98		80.98	15	$25.50	$1,294.80
IBM	International Bus	13.35	1.81		197.09	16	$54.40	$3,005.12
HAS	Hasbro Inc.	18.73	3.28		44.09	30	$45.60	$1,378.80
T	AT&T Inc.	27.02	5.04		34.47	30	$53.40	$1,044.00
WAG	Walgreen Co. Comm	21.82	2.1		44.25	30	$31.50	$1,488.30
AFL	AFLAC Incorporate	8.6	2.2		59.39	20	$27.20	$1,230.40
TGT	Target Corporatio	16.73	1.94		71.46	20	$27.60	$1,414.40
CSCO	Cisco Systems In	14.59	2.36		26.19	50	$31.00	$1,302.65
							$2,129.03	$69,804.80
							Average Yield	3.05%
							Yield On Cost	3.34%

These 42 Stocks Planning To Pay More Dividends

Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. Last week, around 42 companies announced a high dividend. I published all stocks with dividend growth from the recent week in the attached dividend list. In average, stocks from the list of the latest dividend growth stocks have increased their dividend payments by 15.51 percent.

It’s always good to see how the dividend growth strategy works. Some of the dividend growers have raised their payments forty times and more. The biggest names come from the oil and gas sector. Eni and Total are the two biggest stocks followed by the British spirit maker Diageo.

Five of the results have a double-digit dividend yield and seven yielding above five percent. Analysts and brokerage firms recommend more than half, 26 in total, of the dividend growth stocks.

Dividend Weekly World Yield Stock Report 32/2013 | 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:

9 Financial Dividend Stocks With +15% Expected 5Y Earnings Growth At Cheap Prices

Financial dividend stocks with high beta and growth ratios and a low valuation originally published at long-term-investments.blogspot.com. The financial sector still suffers under the aftermath effects of the Lehman crises and the current low interest environment. But some financial stocks are back to pay good dividends to shareholders.

In my today’s screen about high beta dividend financial stocks I needed to implement some additional criteria in order to limit the huge screen amounts. You can see the detailed limitations here:

- Market Capitalization over USD 10 billion

- Positive Dividend Yield

- Forward P/E below 15
- Beta Ratio over one

- 5-Year Future Earnings Growth Rate Over 15% yearly

Only nine stocks fulfilled these strong criteria. Seven of them have a current buy or better rating by brokerage firms and one high yield stocks is part of the results.