As of January 6th the portfolio is up 21.03% since its inception just over a year ago. For January 6th the portfolio sold MGE Energy (MGEE) due to its dividend yield dropping below the minimum threshold. The proceeds were used to purchase 269 shares of Emerson Electric (EMR). EMR currently yielded 3.43% at the beginning of January with a payout ratio of 48.8%.
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Below are the top 16 stocks for this month using the rating system highlighted in this article. Current holdings and returns can be viewed on the right hand side of Scott’s Investments. Note that Universal Corp (UVV) does not have a projected forward P/E but is included in the list below.
I have also noticed at least one other website, who I know reads this site, closely duplicating this strategy and some of my other dividend ideas. Imitation is the sincerest form of flattery, but please cite your sources/influences going forward.
Data is courtesy of DRIP Investing and based on December 31st, 2011 data:
|Pitney Bowes Inc.||PBI||7.98||71.15||0.112|
|Community Trust Banc.||CTBI||4.21||49.80||0.085|
|Tompkins Financial Corp.||TMP||3.74||45.43||0.082|
|Eagle Financial Services||EFSI||4.28||58.06||0.074|
|Sonoco Products Co.||SON||3.52||53.46||0.066|
|Johnson & Johnson||JNJ||3.48||55.61||0.063|
|RPM International Inc.||RPM||3.50||56.95||0.062|
|California Water Service||CWT||3.37||62.76||0.054|
|WGL Holdings Inc.||WGL||3.51||67.98||0.052|
A return graph for the portfolio is shown below along with returns for each current and historical position:
Disclaimer: No current positions in stocks mentioned. Please note that Scott’s Investments and its author is not a financial adviser. Please consult your own investment adviser and do your own due diligence before making any investment decisions. Please read the full disclaimer at the bottom of Scott’s Investments.