My forward annual dividend increased by $39.15. (note UL will vary since the dividends are in euros and converted to US dollars).
Look at your portfolio, what do you consider as your most reliable dividend stocks? During the 2008, 2000s, or early 1990s crash, which of your stock continued their normal distribution or increase their dividends? Which one of your stocks could even survive another 2008? Looking at my portfolio, I determined only a few would maintain or increase their dividends:
4) Chevron/COP/KMI maybe depending on the price of oil.
Only 5-7 of my stocks are considered "Trustworthy". In another 2008, my entire life's work could disappear. I think this is the same for most people. A majority of my stocks are speculative or REITs (which will suffer from the interest increase panic). Every good portfolio is always on a lookout for the dreaded bear. Mine, however, is not.
Thus, I proclaim 2015 as the year of building the "core" of my portfolio. What is a "core"? In my opinion, these are stocks that aren't easily replicable, they are basic necessities, will continue their normal payout or increase their dividend, and survive even during times of low stock prices and large headwind. What qualifies as a "core"? In my opinion; consumer goods/staples and healthcare.
As we saw during the last recession; people were willing to give up that Big Mac but they weren't going to let go of their Kraft slice cheeses, dove soap bar, or a can of coke/pepsi. People couldn't afford their medical bills/insurance but they still went to the doctors.
My goal this year is to put $1000 a month in my Loyal3 to build up my Core. My prime targets are Kellogg, Coke, Pepsi, Kraft, Unilever, Doctor Pepper Snapple, Hershey's, and whatever they decide to add on Loyal3 this year. (Here's hoping for General Mills, Proctor and Gamble, and Johnson and Johnson).
Are there any other stocks you would recommend? Disney seems exciting in a strange way and I'm still debating Intel.
Cheers mate. BTW: I'll update my war chest and loyal3 stock listing this weekend. Someday I will learn how to use Google docs and code my portfolio.
"Behind every good dividend investor is a closet bear."
Long: K, UL, KO, PEP, KRFT.