TrendCharts Dividend Portfolios
Our Dividend Portfolios were designed to generate a steady stream of dividend income. But it is not a 'buy and close your eyes no matter what' investment strategy.
We track each position in the two portfolios for TrendCharts Buy and Sell Signals, but we have widened the signal parameters to give the positions a little bit more wiggle room to the downside; the trade premise being that we are buying these positions for the dividend payout stream so we don't want to be whipsawed out of the trades too frequently.
As with our other portoflios we review the TrendCharts Trade Signals on a weekly basis.
On October 15, 2012 we changed the holdings of the portfolio from a two ETF structure to the following:
US Dividend Portfolio
The portfolio will consist of 20 individual US dividend paying stocks. We will manage the portfolio as per the TrendCharts Trade Signals we receive for each individual position; 5% will be allocated to each position. The current dividend yield on this basket of stocks is 5.18%. Please see the table below for the list of the 20 stocks that will comprise the portfolio.
Canadian Dividend Portfolio
The portfolio will consist of 20 individual Canadian dividend paying stocks. We will manage the portfolio as per the TrendCharts Trade Signals we receive for each individual position; 5% will be allocated to each position. The current dividend yield on this basket of stocks is 4.94%. Please see the table below for the list of the 20 stocks that will comprise the portfolio.
US Dividend Portfolio
|
STOCK |
SYMBOL |
DIVIDEND YIELD |
|
PPL Corporation |
PPL |
4.91% |
|
Vectren Corporation |
VVC |
4.84% |
|
Old Republic Int |
ORI |
7.11% |
|
People’s United |
PBCT |
5.25% |
|
Vector Group |
VGR |
9.68% |
|
Kimberly-Clark |
KMB |
3.44% |
|
Pitney Bowes |
PBI |
11.19% |
|
Sonoco Products |
SON |
3.95% |
|
Nucor Corporation |
NUE |
3.76% |
|
Leggett & Platt |
LEG |
4.66% |
|
Meredith Corp |
MDP |
4.41% |
|
Abbott Labs |
ABT |
2.90% |
|
ConocoPhillips |
COP |
4.61% |
|
Diebold Inc |
DBD |
3.41% |
|
UNS Energy |
UNS |
4.15% |
|
Scana Corporation |
SCG |
4.08% |
|
Southern Co |
SO |
4.26% |
|
Mercury General |
MCY |
6.08% |
|
United Bancshares |
UBSI |
5.03% |
|
Universal Corp |
UVV |
3.87% |
CDN Dividend Portfolio
|
STOCK |
SYMBOL |
DIVIDEND YIELD |
|
Bonterra Energy |
BNE |
7.20% |
|
Telus Corp |
T |
3.90% |
|
Husky Energy |
HSE |
4.50% |
|
Manitoba Telecom |
MBT |
5.13% |
|
Laurentian Bank |
LB |
4.25% |
|
Rogers Comm |
RCI.B |
3.80% |
|
Emera Inc |
EMA |
4.01% |
|
Transalta Corp |
TA |
7.63% |
|
Rietmans Canada |
RET.A |
6.43% |
|
Riocan REIT |
REI.UN |
5.10% |
|
Pembina Pipeline |
PPL |
5.90% |
|
Bell Alliant |
BA |
7.10% |
|
Dundee Realty Corp |
D.UN |
5.90% |
|
Russel Metals |
RUS |
5.20% |
|
Calloway REIT |
CWT.UN |
5.40% |
|
CDN Apartment REIT |
CAR.UN |
4.70% |
|
Chartwell Seniors REIT |
CSH.UN |
5.40% |
|
Inter Pipeline Fund |
IPL.UN |
4.80% |
|
Keyera Corp |
KEY |
4.29% |
|
Cineplex Inc |
CGX |
4.66% |