Dividend Stock Portfolios


Every Month we will try to have this updated, if not, more frequently!  Feel free to navigate throughout both tabs to see both Lanny & Bert’s portfolio.  Curious about how much in Dividend Income is being received?  Come here afterwards to checkout the Dividend Income Page.

57 thoughts on “Dividend Stock Portfolios

    • Much appreciated – I will swing over and take a look at your portfolio as well. I am now “hungry” to place additional capital in my current investments, to keep in line with the % of my portfolio/re-balancing act, as long as they are at the appropriate value that I am looking for. Every year this portfolio looks drastically different, different in a good way. Thanks again for reviewing!


  1. Lanny, I also own LMT and have been surprised by the meteoric rise. I have to figure out what to do with outliers like that, as they ultimately leave me more concentrated in those positions than I’d like to be. But still, I hate to sell and pay taxes now.

    • I agree – LMT has taken quite the run up over the last few years.. it’s quite shocking, especially with government contracts being a huge part of LMT. However, look at the dividend growth they have had the last 3 years: 33% dividend growth in 2011, 15% dividend growth in 2012 and 15.6% dividend growth in 2013. Those are the reasons I continue to hold onto this stock as they continue to increase and pay a nice dividend! Until they stop/cut – then I will have them in my portfolio for time to come! Thanks for stopping by!

  2. Just came across your blog through Dividend Mantra’s post. Nice portfolio! Congrats on reaching the $100K mark. Although our family portfolio is only around $30K, we are already feeling the compounding effect work. I can only imagine the compounding effect at $100K. 🙂

    Keep it up…Best Wishes! AFFJ

    • AFFJ,

      Thank you for stopping by! DM is the man and a true leader in our industry here haha. Thank you for the congrats – $30K is a big mark as well, you’ll be seeing the 6 digits soon enough, keep focused on the yield though! You’ll be there, don’t you worry.

      Thanks again and have a great weekend, keep compounding!

    • DivHut,

      Lanny here — thought I would share my perspective – I have a lot of positions for my size at the moment. If a great opportunity on my watch list happens – I’ll buy a new stock. However – I am placing a bigger emphasis on increasing my positions when possible (MCD, PFE, PG, TGT, etc) simply because some of my purchases were back/earlier on when I didn’t have much cash to invest. Therefore, would love to start building my positions heavier and also – it allows me to not add any other earning reports/10Qs/10Ks to my list.. haha How about you?


  3. Well this month was the first time I added any new stocks to my portfolio in about 6 years. I have built my current portfolio slowly and have kept adding to my existing positions over the years. Then I started learning more about the large Canadian banks and “fell in love” with the big 5, TD, RY, BNS, BMO and CM. I questioned whether I should initiate new positions (since everything seems expensive) or simply add to my existing positions. I chose the former and bought TD, BNS and RY this month. Over the years my portfolio has grown to include MDLZ, ABBV and ALLE as a result of stock spin offs. They all pay dividends so I just kept them. Sometimes without doing anything your portfolio can grow.

    • The canadian banks are awesome – I own CM and it has performed well with MANY dividend increases. I agree – your portfolio can grow regardless. My first ever mutual fund has doubled in size well after I stopped contributing to it – no complaints there! Thanks again DivHut, I am always on the watch to add to my current positions, just need to make sure its the right fit.


    • DivHut,

      Thanks for sharing you story with us. Your investing strategy mirrors the very first lesson I learned from blogging: Sometimes it is better to re-invest in the companies you own instead of purchasing new companies. It is great that you were in such a position and had a portfolio diversified enough where you didn’t have any holes to fill. I am getting there, but there are still some industries I would like to add either a new position in the industry or a second company in the company to diversify (More financial, tobacco, tech and so on). Similar to you, Iove the Canadian Banks. Do you own all five banks or only a few?

      I love the concept of spin-offs and cannot wait until my first stock has a spin-off. You get stock in another company that has great value and can potentialy be a gsecond great dividend stock. Congrats on your three! I wonder if PG is brewing any spin-offs at the moment? I feel like I have heard rumblings of such a move.

      Congrats on adding a new position. I am sure you picked a strong DGI stock! keep up the great work and continue on towards financial freedom!


    • Pollie,

      Thanks! I’ll stop by and see how yours is going. I know you recently bought Aflac and have performed a few more analyses – always a nice pick up and I did the same, as well as Bert. Loving the pursuit of financial freedom Pollie, thanks again for checking it out this weekend!


  4. Hello guys, looks like both of you portfolios are coming along nicely! You both have some good diverse choices.I am looking to add some of the positions you have into my portfolio soon. I look forward to seeing your future purchases. Good luck!

    • Thanks FF! We appreciate it and we aren’t stopping! Good luck to boosting your portfolio, it’s great that you know which companies you want and you have a plan to add them to your own. Definitely stay hungry! Thanks FF, talk soon.


  5. Hey guys, I have been seeing a lot of good things regarding Ford (F) recently, including there potential 2015 divi increase. This would be a fourth year of increases since the company weathered its storm and began its resurgence. Just curious on your thoughts regarding it as a dividend growth stock? I realize that it is a cyclical type of stock, but the company seems to be making some pretty sound financial decisions recently, and might be a worthwhile consideration. Thanks for your time.


  6. Nice Portfolio there, I like that you got it close to 4% yield while maintaining a good spread. I am looking to adding some higher yielding companies, thinking about GE, GSK, HCP. Not such a big fan of oil and tabacco which makes it a bit harder 🙂
    Good luck!

  7. Hi Dividend Diplomats!

    I thought I’d stop by and say hello since I’m new to your site, I just stumbled upon it today. I found you guys through Dividend Mantra (who doesn’t find other dividend blogs through Jason, haha).

    You both have awesome portfolios over here, especially for individuals in their 20s! I see a lot of great companies that I myself would love to have positions in someday.

    Keep up the great work guys, I’ll definitely be checking by the blog regularly to keep up with your progress!

    Cheers my fellow dividend diplomats 😀

  8. Hello guys,

    I’ve been a long-time follower of your blog. I wanted to know if you were using some kind of software or web application to manage your portfolio, watch stocks, etc. I am currently using a good old Google Spreadsheet, but it’s far from optimal, for example to know about a dividend cut for example. Therefore I’d love to know what you are using for your own portfolio. Thanks!


    • Marco,

      You’re the man and appreciate the following, for sure. What do I use (this is Lanny) – I use microsoft excel my man! Built a spreadsheet when I was in College and have been using it ever since. Moreso, it tracks my portfolio, my net worth, my goals; amongst other things – between each tab. Therefore – I do not have any other tidbits or suggestions – thought I had a few friends use SigFig, you ever heard of it?


      • Thanks for the answer! The problems with most of the tools I found so far (like SigFig) is that they are reserved for US stocks & investors. I am based in Europe and whereas I mostly invest on US stock exchanges, I also have a large part of my portfolio into the European stock exchanges & in Asia.

        I also found https://simplywall.st/ today and it’s really cool, but also limited to some stock markets. I am asking because I am a software developer as well – do you think you and your audience would be interested in a online software dedicated to dividend growth investors?

  9. you are certainly diversified, which is your goal. Why bother with all of this? Why not just own the S&P 500 or a Value index fund. You seem smart enough to b able to figure out how you are doing relative to that

  10. I have a small spanish dividend growth investment portfolio. I am looking to diversy with international stocks. Which 3 – 5 stocks should you recommend for a long term dividend investment strategy?
    Thanks in advance

  11. Hey guys,

    Wow nice portfolios and we have a lot of similar companies! There are still some companies that I hope to get positioned into such as DEO, TROW, TGT (very undervalued right now), NSC, etc.. I hope to grow my portfolio as big as both of you guys in the future!

    I was also wondering if you could add me to your blog roll? I’m going around asking everyone that I’ve added to my blog roll to add my site to theirs. I would appreciate it if you could!

    I’ve also developed a small windows application that helps me keep track of the cost basis and dividends paid. I use it as a tool for myself but I thought maybe it could help others.

    If anyone else that reads this would like to give it a try, I would much appreciate it!

    The way the application works is that it connects through Yahoo Finance and retrieves all live data and calculates them accordingly and presents it to you in one view! It can also generate a spread sheet in excel as well. I hope that you could check it out sometime, it is 100% free to download! It can be found @ https://dividendliberty.com/dividend-application-windows-7810/

    Thanks again and keep up the good work!

  12. New to dividend investing…would you recommend a spreadsheet to use to keep track of purchases, yields, value, etc, that updates automatically. thank you

    • Rx Guy –

      Feel free to e-mail us, and we can give you a boiler template. However, I am not sure of a sureway that updates automatically, I just copy and paste tickers daily if need be; done in a few clicks, but none automated. I know of a plug-in, but had issues in the past so stopped using.


  13. Hi guys!
    So I’m a college student (chemistry major, in case the name wasn’t obvious enough) and about a month ago I found your blog. I really enjoy it. I just was wondering how to approach dividend investing as a college student, because thanks to my parents and grandpa planning ahead I don’t have much tuition to pay off.
    My dad was a dumb luck trader of blue chips when he was my age and he definitely beat the odds, making about 30 grand in two years in the mid 80s. Ever since then he’s sworn by mutual funds.
    I’ve always been a bit more of a do it yourself kind of person and I’d like to learn to invest like you guys do.
    In summary I’m asking what would someone with limited capital and income do to begin building a dividend portfolio?

  14. I am really impressed since I started reading your blog. I wish I was that smart when I was 20 something. I didn’t get started until 37 but it is truly exciting to me. Nice job.

  15. Hey guys,

    I see a mix of index funds and individual stocks. Lately I’ve been moving towards a index only portfolio with focus on total market funds. What are your thoughts on the mixed approach?

    Also very interesting to learn your both CPA’s. I’m considering a career switch in the future to pursuing a CPA designation. I may have to pick your brains one day!

    Excellent blog,

  16. Hi Lanny,

    Nice Portfolio! I like your picks & percentage allocated. Thanks to you & Bert, Your Blog is inspiring!

    I see you’ve maintained REIT stocks in IRA. Is it because it allows you to defer taxes on non-qualified dividends ?

    Thank you,

  17. Good evening
    just came across your blog through a comment in chat. Awesome work 100k each. im 33 now and just starting really going on dividends. i wish i did it earlier glad to see u guys doing it. your gonna kill it in no time

    • Maxim –

      I played with options back in 2010/2011 – too volatile and too much of a time commitment for me, as well as risk. Love what I invest it, as it works, is easy and makes much more sense : )


  18. Lanny and Bert, I almost bought Sunoco and then looked at your portfolios and didn’t see it on either of them. Made me think whether I should buy it, it pays good dividend it’s not an aristocrat but other that is there any other reason why you don’t favor it?

    • Thanks for the comment –

      Answer a few years later – getting the bigger players was always our point, at least mine. XOM, CVX, RDS, etc.. – Sunoco is a small guy in a big field, that’s all.


  19. I love your website and all of the great information. I’m also from NE Ohio so it is great to see you guys represent!

    I’m ready to start investing in a taxable account, as I’ve maxed out my tax advantaged accounts. However, I am consider doing index funds instead of investing in individual stocks after reading this article:


    Prior to reading this article, I was thinking of buying many dividend aristocrats and well known blue chip companies that paid dividends to make up my portfolio. Actually, I am still on the fence between the index funds vs the individual stocks. Could you let me know what you think about the argument the author makes?

    Thanks, I really appreciate and enjoy your site! O-H!

  20. Looks like you just bought these stocks in the past few days. My screener has screened
    many of these out because they are participating in the new world order – people who bought theses a year ago have lost a lot and are not enjoying these dividends…There are a few exceptions CVX is one, but over this portfolio is not for retirees who can afford to loose
    their principle. Please tells us when you bought these stocks so we can see how much money you have lost. Please kind to us who don’t know as much you guys. We are easily fooled.

  21. Really appreciate the solid lists! I have a couple of these stocks, already, but want to get more diversified (am too much into oil and gas right now). I will bookmark the site, and will check in.

  22. What platform do you guys use for your brokerage accounts, IRA, and workplace accounts? Also, do you guys have a section on your website that tips off good opportunities to pick up dividend stocks (with stock name and when to buy)?

  23. Great work and your site research info instill confidence in small investors that slowly you can build gr8 portfolio.

    Question:When Dividend ETFs or Funds could provide avg 3.33 % annual yield why buy small quantity of individual stocks rather than ETF and M.Fund (Ex: YVM, SDY etc)

    Please share your insight on buying long list of stioks vs ETFs?

  24. Pingback: Expected Dividend Increases In June 2019 – Front Page Disclosure

  25. In my opinion investing strictly in stock mutual funds is a potential death trap.
    Back around 1997, 1998, 1999 the stock market was going great guns.
    (dot.com stock market bubble.) My investments in stock mutual funds had me
    thinking I might could be a millionaire in ten years . . . In 2000 reality reared
    its ugly head, the dot.com bubble burst, and the stock markets took a dive into
    the toilet.

    In 1997,8,9 my stock mutual funds were paying out a nice capital gains every year.
    At the end of 2000, the fund share prices were severely depressed, and they did
    make a capital gain payout. Had I been retired, I would have been OK up till then.
    In 2001, there was no capital gain payout. The share prices did not markedly
    go up. Same story in 2002. By the end of 2003 – had I been retired – I would
    have been forced to sell shares at depressed prices meaning by the end of 2003
    I would have been in a ‘bankruptcy death spiral’. Broke.

    What to do?
    Around 1997 I also bought stock in my local power company – Dominion Resources.
    In 1999 the share prices in ‘D’ (and several other power companies I owned some of)
    were slipping downwards. And the dividend yields going up. After the collapse Big-D
    just kept cranking out the dividend checks. Oddly enough (unless one thinks about it)
    Dominions share price also ratcheted up.

    In 2001 I also owned some Heinz stock. While Heinz share price had gone down, the
    dividend kept going up. With banks paying out near zero percent, Heinz with a three
    percent dividend yield was sweet.

    So, I eventually sold out of my non-401K stock funds. I do have two municipal bond
    funds. And a nice portfolio of dividend paying stocks. My portfolio, overall, served me
    well in the 2008 – 2009 subprime meltdown. Retirement is possible for me in the next
    year or two . . .

    Stuff that I own? D, MKC, CLX, KMB, KO, T, OGE, PG, CBRL, PFE, and a few others.
    VWAHX – Vanguard Hi-Yield municipal bond and SCMBX – another municipal bond fund.

    A balanced portfolio with stocks and bonds and a 401K laced with Vanguard Index funds.
    Works for Me.

    P.S. What happened to Heinz? A turd named warren buffett bought it out from me. He also
    paid Tooooo much for it – and lost money on the deal. I heard HNZ was back in the markets,
    but I didn’t like what I saw of it.

  26. it’s your portfolio different than retirement account? does your “portfolio” pay yearly taxes because it is not a retirement account? thanks

  27. Hi Lanny and Bert,

    Huge fan of your site, thank you for your great blog posts. With such impressive dividends, I was wondering what are your returns on your brokerage accounts as a whole? Like are you performing well in the market or lagging.


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