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206My Maximum Purchase Prices for Dividend-Growth Stocks
I invest with a focus on dividend growth, quality, and attractive valuations. That’s why I set a maximum purchase price for each position based on dividend yield, growth expectations, and my own Margin of Safety (MOS).
I use this overview as a guide to keep emotions out of my buying decisions and to wait patiently for opportunities.
$LMT (-0,57%)
$UNH (-0,2%)
$MCD (+0,28%)
$JNJ (-0,19%)
$PEP (+0,28%)
$PG (-0,59%)
$QCOM (+2,42%)
$UPS (+0,47%)
$NN (+0,17%)
$ASRNL (+0,38%)
$KO (-0,27%)
$WKL (+2,97%)
$MO (-0,3%)
$ADC (+0,34%)
$MAIN (+0,8%)
$O (+0,17%)
$TDIV (-0,07%)
$VPK (+0,52%)
$SHEL (-0,59%)
$AD (+0,23%)
$DTE (-0,75%)
$WHA (-0,47%)
$EOAN (-0,9%)
The 18 U.S. Stocks that I intend to purchase in the near future with some charts...
- $MAIN (+0,8%) - Main Street Capital
- $ARCC (+1,03%) - Ares Capital
- $CWT (+0,24%) - Ca Water Serv
- $TGT (+0,22%) - Target
- $SBUX (+0,43%) - Starbucks
- $MKC (+0,07%) - McCormick
- $ABM (+0,22%) - ABM Industries
- $SYY (-0,05%) - Sysco
- $ED (+0%) - Consolidated Edison
- $VZ (-0,03%) - Verizon Communications
- $SO (+0,02%) - The Southern Co.
- $MDLZ (-0,41%) - Mondelez International, Inc.
- $MO (-0,3%) - Altria Group, Inc.
- $PEP (+0,28%) - PepsiCo, Inc.
- $KO (-0,27%) - The Coca-Cola Co.
- $PG (-0,59%) - Procter & Gamble Co.
- $ABBV (-0,16%) - AbbVie, Inc.
- $MCD (+0,28%) - McDonald's Corp.
A portfolio more oriented to resilience the long-term growth of the dividend and to have a part of my total portfolio (consisting to date of +90% from ETFs) also a more "defensive" part and with companies that tend to increase their dividend or give an already high dividend, even if the majority is less than 4%
Staggered payments ensure a steady cash flow...
Estimated gross monthly income...
Edit: Here are the monthly distributions minus the -15% at source in the US and then the -26% Italian.
However, in the count there are Main and Ares which are not dividend aristocrats, you could get the same dividend by dividing the sum into 78% ETF, 11% Main and 11% Ares, this way you would have only 3 items to track instead of 20 (I asked chatgpt how much you need to have in Main and Ares to reach 2.39% net by taking the 2025 distribution as dividend yield).
Regarding the message earlier where you said the dividends had decreased, that is all because of the exchange rate effect, which you would also have by buying the 20 individual stocks, in fact an ETF having only dividend aristocrat the dividend has to necessarily increase from year to year, otherwise they would not be what they are.
The point of the whole argument is that you took stocks with the only discriminant being the dividend, try backtesting or asking the AI to compare this basket of stocks of yours with the benchmark index, if you notice an outperformance over time of what you selected then fine, if not, it was all wasted effort that you could have avoided with an ETF that has an annual yield of almost 12 percent
Here is the list of 20 "U.S. Stocks I plan to add to my portfolio!
With a total expenditure of €20,000 I intend to commit about €1,000 per single Stock; here is the list I made, tell me if you like it:
These 20 individual U.S. Stocks 🇺🇸 I intend to hold them for a long time as an investment geared toward value stocks and creating a steady and growing passive income, including several Dividend Aristocrats and Dividend Kings that flank higher dividend-paying Business Development Companies (BDCs) so as to make up in part for the relative low distributions of many of the more defensive stocks in the 20 selected Stocks.

If you are betting that the historical growth of established companies like CocaCola will continue, you can certainly follow this approach.
Personally, I would have too many individual stocks to monitor. I think that the share price performance will also lag a good deal behind an investment in tech stocks - but of course that's the famous looking into the crystal ball.
For my own strategy of a distribution portfolio, actual dividends would be too low for me. However, if you are looking for dividend growth and substance, you can certainly add these stocks to your portfolio. Alternatively, there are certainly ETFs that follow the underlying approach (US large caps ex tech).
In any case, I wish you every success 🙂
Very brief interim report on 212
The online custody account transfer to 212 is in progress and will be available soon. Of course, transferring from 212 already works now.
212 is also tax-simple and everything has worked quite well so far. I treated myself to a €100 exemption there at the beginning of the year, which didn't really make sense as I actually filled it up quickly at Volksbank. But I wanted to see if the calculations and deductions worked so far.
And for the dividend fans among you, the dividends arrive on time on payday in 99% of cases.
Of course I would be grateful if you are interested in switching, please use my link and get free shares up to 100€
https://www.trading212.com/invite/1Bl7fzXX7K
Finally, my current best pie I would not have expected 5 months ago that it outperforms my other pie's 😉
$O (+0,17%)
$MAIN (+0,8%)
$LHA (-0,5%)
$RIO (+0,73%)
$LUG (+0,61%)
$BNP (-1,88%)
$BP. (-0,16%)
$KO (-0,27%)
$SIKA (+0,22%)
$MO (-0,3%)
Mid month update - February 26
Hi everyone,
As i've started to do since the opening of my portfolio (in may) here there is a mid month update. ( Note: i'm a beginner with not much money so i appreciate every advice).
This month a lot has happpened, i've sold my positions in: $BATS (+0,04%) , $ISP (-1,35%) , $MO (-0,3%) and $PEP (+0,28%) as all of those were in a positive and changed a bit my strategy, first of all i wanted to buy $MSFT (+0,69%) thanks to his massive reduction in price and then i introduced $IMEU (-0,01%) to have a better geographical risk management. Apart from that i also increased my position in the others ETFs.
As soon as i will have a decent amount to invest i also plan to add a emerging markets etfs.
How do you see my shift in investments?
And that's all for now, any advices?
Individual stocks I would only increase them following dramatic price drops, but the main focus would be on the backbone of the portfolio.
How come you sold Intesa?
Good luck!
WEEKLY STOCK PORTFOLIO PERFORMANCE UPDATE (WEEK 20)
YT: https://youtube.com/shorts/e2pRVuif8bo
The last week had again a lot of up's and down's and we closed it with a small negative return of a little over 100€. In my opinion thats alright... a lot of stocks had nice gains over the last weeks (like $MO (-0,3%) or $PEP (+0,28%) ) so a small correction is nothing to worrie about.
How did your portfolio perform?
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