Position Increase for McDonalds and China Mobile

On the last trading day of the week, I opened no new stock positions but increased to existing stakes. McDonalds and China Mobile are the two companies which I bought.

I put 10 MCD shares at $94.78 and 15 CHL shares at $52.01 into the Dividend Yield Passive Income Portfolio.

All combined resulted in $1,727.95 and caused $10 in trading cost. Both companies have a current yield far above the 3 percent mark and they can contribute growth to my long-term oriented income portfolio.

Latest Portfolio Transactions (Click to enlarge)

Latest Portfolio Transactions (Click to enlarge)

Latest Portfolio Transactions (Click to enlarge)

The current portfolio income is now estimated at $2,625 and should hit the 3,000 mark this year. The current yield on cost is at 3.37 percent while the average yield is only at 3.06 percent due to stock price gains.

 The portfolio holdings are up 9.97 percent since the date of funding. Because of the high cash amount and slow purchasing process, the complete performance is only at 9.07 percent. The current deposited cash is still at $23.674.

Portfolio Performance (Click to enlarge)

I believe that it makes sense to keep 10 to 20 percent cash in order to get enough purchasing power if the market crashes or single stocks jump into my hunting scheme.

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For readers who are 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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Here is the income perspective of the portfolio

Sym	Name	P/E Ratio	Dividend Yield	Buy	# Shrs	Income	Value
TRI	Thomson Reuters C	26.98	3.66	28.90	50	$64.75	$1,767.00
LMT	Lockheed Martin C	14.87	3.47	92.72	20	$92.00	$2,680.00
INTC	Intel Corporation	12.86	3.78	21.27	50	$45.00	$1,211.75
MCD	McDonald's Corpor	17.09	3.25	87.33	25	$77.00	$2,369.50
WU	Western Union Com	12.23	3.1	11.95	100	$60.00	$1,929.00
PM	Philip Morris Int	16.74	3.9	85.42	20	$68.78	$1,772.00
JNJ	Johnson & Johnson	20.6	2.75	69.19	20	$50.80	$1,841.80
MO	Altria Group Inc	16.44	5.01	33.48	40	$72.00	$1,450.00
SYY	Sysco Corporation	19.66	3.38	31.65	40	$44.40	$1,319.60
DRI	Darden Restaurant	18.29	3.98	46.66	30	$61.50	$1,551.00
CA	CA Inc.	13.28	3.29	21.86	50	$50.00	$1,570.00
PG	Procter & Gamble	20.88	2.89	68.72	25	$58.20	$2,000.00
KRFT	Kraft Foods Group	17.88	2.75	44.41	40	$80.00	$2,198.40
MAT	Mattel Inc.	18.39	3.05	36.45	40	$53.60	$1,762.00
PEP	Pepsico Inc. Com	19.36	2.64	70.88	20	$43.60	$1,667.00
KMB	Kimberly-Clark Co	22.16	2.97	86.82	15	$46.50	$1,582.65
COP	ConocoPhillips Co	12.24	3.64	61.06	20	$52.80	$1,481.20
GIS	General Mills In	18.7	2.74	42.13	30	$41.10	$1,501.80
UL	Unilever PLC Comm	19.17	3.3	39.65	35	$47.01	$1,412.60
NSRGY	NESTLE SA REG SHR	20.32	2.96	68.69	30	$65.31	$2,208.90
GE	General Electric	19.5	2.85	23.39	65	$48.10	$1,682.20
ADP	Automatic Data Pr	26.13	2.31	61.65	25	$43.50	$1,887.75
K	Kellogg Company C	23.8	2.86	61.52	25	$44.50	$1,560.75
KO	Coca-Cola Company	20.11	2.82	38.83	40	$43.80	$1,561.20
RTN	Raytheon Company	13.49	2.69	57.04	20	$42.00	$1,599.20
RCI	Rogers Communicat	11.84	3.82	46.5	50	$84.00	$2,237.00
GPC	Genuine Parts Com	17.68	2.62	77.06	20	$41.28	$1,581.80
TSCDY	TESCO PLC SPONS A	N/A	3.79	17.08	110	$75.68	$1,986.60
APD	Air Products and	23.77	2.42	85.71	15	$40.50	$1,675.95
GSK	GlaxoSmithKline P	19.69	4.58	52.16	30	$71.13	$1,561.50
WMT	Wal-Mart Stores	14.88	2.37	79.25	20	$36.16	$1,521.60
BTI	British American	16.74	3.82	111.13	23	$96.14	$2,535.29
CHL	China Mobile Limi	10.19	4.23	55.32	40	$87.92	$2,080.40
MMM	3M Company Common	19.33	2.02	110.27	15	$37.43	$1,866.30
TUP	Tupperware Brands	19.22	2.19	80.98	15	$29.40	$1,333.95
IBM	International Bus	12.31	2.02	193.17	20	$72.00	$3,537.00
HAS	Hasbro Inc.	20.45	3.01	44.09	30	$45.60	$1,561.50
T	AT&T Inc.	25.48	5.17	34.47	30	$53.70	$1,055.70
WAG	Walgreen Co. Comm	23.14	1.92	44.25	30	$34.20	$1,775.70
AFL	AFLAC Incorporate	9.19	2.12	59.39	20	$28.00	$1,326.00
TGT	Target Corporatio	15.46	2.35	68.69	32	$48.32	$2,050.24
CSCO	Cisco Systems In	12.03	2.77	25.12	90	$55.80	$2,020.95
DE	Deere & Company C	9.67	2.3	84.11	15	$29.10	$1,253.25
RGR	Sturm Ruger & Co	13.48	3.02	51.65	20	$38.52	$1,257.20
LO	Lorillard Inc Co	15.45	4.37	42.3	30	$65.00	$1,487.70
UNP	Union Pacific Cor	16.99	1.86	154.75	8	$22.88	$1,218.88
IDA	IDACORP Inc. Com	13.84	2.94	47.94	20	$30.40	$1,048.60
BAX	Baxter Internatio	16.57	2.81	66.38	20	$36.80	$1,309.80
MSFT	Microsoft Corpora	13.07	2.73	33.88	40	$36.80	$1,429.20
ACN	Accenture plc. Cl	14.9	2.2	77.71	20	$32.40	$1,472.20
						$2,625.40	$85,751.61
						Average Yield	3.06%
						Yield On Cost	3.37%

Dividend Weekly World Yield Stock Report 43/2013 | 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 20 Top Yielding Large Cap 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 about 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 week.

In total, 175 stocks go ex dividend - of which 89 yield more than 3 percent. Here is a full list of all stocks with ex-dividend date within the current week.

Company	Ticker	Mcap	P/E	P/B	P/S	Yield
Telefonica Brasil, S.A.	VIV	25.37B	13.29	1.29	1.60	6.82%
Energy Transfer Partners LP	ETP	19.09B	30.41	1.60	0.54	6.61%
Kinder Morgan Energy Partners	KMP	34.70B	25.54	2.59	3.30	6.28%
Cheniere Energy Partners LP.	CQP	10.24B	-	5.66	38.30	5.48%
ONEOK Partners, L.P.	OKS	11.99B	21.97	2.80	1.12	5.29%
Southern Company	SO	37.11B	21.44	2.06	2.20	4.78%
Plains All American Pipeline, L.P.	PAA	18.19B	19.17	2.66	0.46	4.49%
Kinder Morgan	KMI	37.80B	37.23	2.77	2.87	4.38%
Telefonica, S.A.	TEF	79.56B	14.72	3.15	0.97	4.28%
Enterprise Products Partners LP	EPD	57.33B	23.28	4.05	1.30	4.22%
Bank of Montreal	BMO	45.16B	11.54	1.57	3.50	4.11%
Energy Transfer Equity, L.P.	ETE	19.23B	51.17	12.99	0.53	3.82%
Paychex, Inc.	PAYX	15.71B	27.22	8.98	6.67	3.26%
The Clorox Company	CLX	11.65B	20.52	79.86	2.07	3.20%
ConAgra Foods, Inc.	CAG	13.36B	20.08	2.49	0.82	3.15%
NiSource Inc.	NI	10.09B	22.92	1.77	1.88	3.09%
Texas Instruments Inc.	TXN	44.37B	22.35	4.01	3.61	2.98%
Weyerhaeuser Co.	WY	17.35B	28.80	2.96	2.21	2.80%
Norfolk Southern Corp.	NSC	27.53B	16.17	2.70	2.52	2.37%
Eaton Corporation	ETN	33.91B	21.64	2.20	1.77	2.35%

5 Banks Warren Buffett is Betting on for 2014

By our guest contributor Insider Monkey. As we begin to ponder what sectors will rule the markets in 2014, technology, healthcare and industrials are areas that many pundits point to. If you ask Warren Buffett, though, he’ll provide a decidedly different answer.

On CNBC earlier this week, Buffett gave a ringing endorsement to large-cap banks, revealing that he thinks they’re “in best shape [he] can remember.” While anyone who tracks Berkshire Hathaway’s equity portfolio probably had a hunch Buffett is upbeat on banks—over 40% of his holdings are invested in the financial sector—these new comments indicate we should expect his bullishness to continue into next year.

By focusing on the best picks of the best hedge funds and other elite investors, it’s possible for retail investors to beat the market over the long-term (discover the data behind this phenomenon). Buffett is the cream of the crop and in light of his recent comments, we should take note of how he’s playing the banks.

Wells Fargo [WFC] is unequivocally the billionaire’s biggest banking bet, and his largest equity holding at that. The global giant is lauded for its management practices and simple business model, and its connection to Buffett has helped it land financing and advisory roles in multiple Berkshire acquisitions.

While shares of Wells Fargo are up nearly 25% year-to-date and the bank did beat Wall Street’s third quarter earnings estimates, its home lending business has been hurt by falling mortgage applications. Still, Wells’ long-term growth prospects and scale advantages remain intact, and Buffett has to love its price at a mere 10.6 times forward EPS. Don’t ignore the 2.8% dividend yield either; it's the best payout among the ‘Big Four.’

US Bancorp [USB] is Buffett’s No. 2 bank holding. Due to its attractive valuation, solid dividend yield, and strong growth prospects, many analysts know this regional player as a mini-Wells Fargo. In fact, US Bancorp is the only big bank that generates higher ROE and ROA figures than Buffett’s top pick.

His investment in Goldman Sachs [GS], meanwhile, now represents a major portion of Berkshire’s stock holdings. We discussed the intricacies of Buffett’s new $2 billion investment in Goldman here on MarketWatch last week, but all you need to know is that he doesn’t plan to close it any time soon.

The investment banking and brokerage firm has sentimental value for the billionaire, and it pays just 12% of its earnings out as dividends. Like Wells Fargo and US Bancorp, Goldman’s growth prospects are extremely cheap at current prices, and the multifaceted nature of its business gives Buffett exposure to an area of the financial sector that his other bank stocks don’t.

M&T Bank [MTB] and Bank of New York Mellon [BK] are a couple more Buffett favorites, and both are actually the final two bank stocks held in the top 20 of Berkshire’s equity portfolio. M&T Bank has been a staple in Buffett’s holdings for more than two decades, and it’s the only large U.S. bank that didn’t trim dividend payments during the financial crisis. The bank’s quarterly profit streak of nearly 40 years is legendary, and it’s no secret that Buffett is a fan of M&T CEO Robert Wilmers.

BNY Mellon, lastly, has been in Buffett and Berkshire’s good graces since the third quarter of 2010, and the stake was increased by 30% in their last 13F filing. The trust bank can see its bottom line improve if interest rates increase in the future. Uncertainty surrounding the fate of borrowing costs over the long-term is one reason why BNY Mellon could be considered undervalued.

Disclosure: none