My Dividend Portfolio Q1 2014 Update

Q1 2014 dividends are in!  This update summarizes portfolio progress year to date for 2014. 

 

2014 Dividend Income received

In the year to date, I have received approximately $4,311.23 in dividends. This was primarily from my Australian positions ($3,391), with the rest ($919.73) coming from my US portfolio. I was most pleased with the growth of my US dividend income. From approximately $230 in Q1 of 2013, I have been able to grow this to close to $920 in Q1 2014.

While this growth was largely from new additions to the portfolio, I’d like to be able to make some incremental additions to my US dividend portfolio to get the dividend run rate to close to $4k in dividends from my US portfolio in 2014.

US Portfolio

Mastercard – $18.70

Visa- $25.60

BP – $162.45

McDonalds -$60.75

Chicago Mercantile Exchange – $47

Mercadolibre – $7.01

McKormick- 11.10

Cisco- 42.50

Female Health Company- 31.50

Colgate- 13.60

Fastenal- 12.50

Lorilard- 76.88

Resmed- 30.00

Lockheed Martin- 53.20

Health Care Services Group- 25.69

Western Union- 41.25

Australian Portfolio

Cochlear  $901.70

Energy Action $142

Telstra $1,587.25

Iress $404.25

SilverChef $357

Portfolio Growth

Overall equity growth in Q1 of 2014 has been fairly middling. My US portfolio has muddled along with no real material growth over the quarter. Frankly, I’m not particularly surprised by this given the very strong growth in equity values in 2013. The market has been due for a breather for a while, and I’m not expecting strong equity growth in the US portfolio over the year. If I experience portfolio growth of more than 5% in 2014, I’ll be very surprised.

The international growth stocks that I’ve added to my US portfolio have been very up and down over the last few months, with high volatility for BIDU, Yandex and Priceline. Frankly, that’s to be expected given the nature of these stocks. Near term price movements don’t reflect long term value. I’m very confident all will deliver strong performance over a 5 year period.

The growth of my Australian portfolio has been quite strong however. This has been largely the result of some very strong growth in my Venture portfolio. I’ll be providing a follow up update on the Venture Portfolio next and how the various underlying drivers in the portfolio have performed in Q1 2014.

Comments

  1. $4,300 in dividends in 1Q is awesome. Do most of the Australian holdings pay 2 semi annual payments or are they on a quarterly schedule for the most part? I’m trying to focus on building positions up rather than initiating new positions over the rest of the year. Keep up the good work because 1Q sure was nice.

    • Integrator says:

      Thanks JC,

      Typically Australian companies pay semi annually, with the final dividend paid in 2nd half of the year larger than that paid in the first. Approximately 25% of my Australian companies have paid their interim dividend, so I’m expecting a bumper Q2. Like you, I want to also consolidate some positions that I’ve already established rather adding new ones.

  2. Tremendous start to the year, and the YOY growth in the US portfolio is great for sure. Amazing what a year of additional capital and some selective dividend reinvestment will do to a portfolio. Keep it up!

  3. Integrator says:

    W2R, unfortunately I’m not on track this year to add quite so much capital to my dividend portfolio this year, so I’m going to have to largely settle for incremental growth and selective investment to hit my dividend goal for the year.

  4. Evan says:

    How are dividends taxed in Australia?

    • Integrator says:

      Evan, I actually treat and declare my Australian dividends as part of my US income. In my case, the dividends are simply treated as qualified dividends, as Australia has dual tax treaties and the companies are ones that are qualified corporations for the purpose of paying qualified dividends.

  5. Congrats on the dividend income, FI. Thats a fantastic start to a new year!

    Inspirational as always. Keep it up.

    regards
    R2R

  6. Integrator,

    Wow, what a fantastic Q1. You’re off to a tremendous start. Keep it up!

    Your Australian holdings are kicking butt and throwing off some pretty serious dividends. Awesome!

    Best wishes.

    • Integrator says:

      Thanks DM…. We need our dividend machine cranking more than ever this year as the proceeds will be diligently applied to servicing our new housing commitments!

  7. Martin says:

    4k in dividends in just 3 months!!!??? My gosh this is awesome!! I wish I was there too and be collecting such income. 1300 a month is a great income already! It is a lot easier to reinvest such income that ball will be rolling faster and faster! So, congrats on such income and keep us posted!

    • Integrator says:

      Thanks Martin……this was built up over a long time, with a lot of invested dollars! We still want to grow and extend this further. The income that the dividend portfolio throws off is now being integrated into our budget to meet everyday needs.

  8. Very interesting analysis! It looks like Q1 was particularly awesome! Thanks for sharing this with us!

  9. 4300 is a lot of dividend. Most of my payouts are in the 4th quarter due to index funds and ETFs. April will be a good month for me.

  10. DivHut says:

    Wow, you have some impressive dividend income rolling in. I am guessing the Australian portfolio does not pay quarterly which is why those figures are so high compared to your other portfolio. Thanks for sharing.

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