The underlying idea for my US Dividend Growth Portfolio is that it is difficult to find dividend growth stocks in Singapore. I'll have to make a qualifier here before proceeding further. My understanding of the term "dividend growth" entails that the dividends distributed by a given firm increases year-on-year much like clockwork, over decades, and is supported by genuine growth in the underlying business.
Currently, I have the following "dividend growth stocks" in said portfolio (ordered by decreasing position size):
- Welltower
- General Mills
- Hormel Foods
- JM Smucker
- Kimberly Clark
- Abbott Laboratories
The breakdown for each counter, in percentage terms, is as follow. The numbers do not add up to 100% as I rounded the decimals to a whole number.
In my Q1 2018 Portfolio Update,...
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