MSFT - 16 Years As A Dividend Growth Investor: Challenges Opportunities And A Look Ahead

2024-05-31 08:59:00 ET

Summary

• I started a dividend growth portfolio in 2008 and have seen steady increases in dividends over the years. The portfolio has also delivered sizable total returns.
• The portfolio is focused on dividend growth stocks that increase their dividends every year, and with dividends that are reinvested to improve returns.
• The portfolio is managed according to a business plan that embodies best practices for this type of portfolio, developed over the years.

Introduction

In 2008, I had an idea: To start a dividend-growth (aka DG) portfolio with a single lump sum, run it for a number of years, and see what happened.

I got interested in DG investing in the early 2000s while I was studying stock investing after I retired.

From my reading of investing classics and sources like Warren Buffett's annual letters, I came to visualize stocks as having personality-like traits.

Type A Stocks: Driven, competitive, impatient, aggressive, and highly reactive to news and events. Generally, these were "growth" stocks....

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