Portfolio Update: July 2018

July is behind us, time to check in on my portfolio.

As I am behind in achieving my investment goals for 2018, I made quite a few new purchases this month in order to boost my H2 dividend income.

I kicked off July with adding to my positions in AT&T, Verizon and The House of the Mouse.

Disney - after acquiring 21st Century Fox - is gearing up to be an even bigger media powerhouse than it was before. The company’s moat, growing dividends and low pay-out ratio made for a compelling case to add 15 more shares.

And then on July 18 I added 20 more shares of Delta Airlines. Like Disney, Delta has a low pay-out ratio but combines that with a much higher dividend growth rate. This latest purchase rounded my position in the airline to a nice and even 100 shares.

Given these new buys, received dividends and stock price changes - how did my portfolio progress in July?

For reasons of comparison: a year ago, at the end of July 2017my portfolio consisted of 45 positions with a total value of $91,556.  

At the end of July 2018 my portfolio consisted of 55 positions with a total market value of $142,357, a Year-on-Year (YoY) increase of 55%.

This YoY increase is featured in the graph below.

How was your July? Did you add new positions to your portfolio? Leave a comment/reply to share your thoughts!

Author: Tall Investing


16 thoughts on “Portfolio Update: July 2018”

  1. Nice work. Every month is getting better and better. Love seeing the increases. You can clearly see the exponential growth in the dividend line.

  2. You are seeing good growth in your positions – nice dedication! July was a good month for my portfolios as well. I use both a trend following approach and momentum which kept me in the same positions so not much turnover, but my approach is to ride the trend and momentum and as that continues to rise, so does the value of my portfolio.

    1. Thanks Robotic! Been reading up on your blog about the various strategies, interesting stuff indeed. There are so many investment approaches and strategies out there, you really got to pick the one that fits your age, needs, risk appetite etc. Thanks for commenting!

  3. 55% is a fantastic YOY growth rate for this size of a portfolio. Amazing work! The graph looks great and I like how you include the cumulative dividend income. Keep it up!

    1. Reverse the Crush,

      Thank you. It was actually pretty amazing to see that number myself, since my portfolio took quite a hit in Q1 of 2018. But I have just kept adding on dips for several positions, reinvested the dividends and just let volatility play out. That made for a great 55% YoY increase.

      Glad you like the visualization of the ‘snow ball’ 🙂

  4. Hi TI. That portfolio value growth is tremendous… way to go! Neat to see that red dividend line continue its lift off. Love the DIS pickup as well.

    1. Thank you ED! Great to see that lift off of the red line…it’s proof that my DGI strategy is working.

      Pretty excited for DIS’s future - and subsequent dividend increases!

  5. Amazing YoY growth, and the dividend machine is picking up steam! I’ve thought of adding to my DIS position as well, however once Mrs. DD learned that I had bought DIS she decided we needed to visit to check on our investment.

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