For those investors seeking a dividend income even during times of market unrest is one KEY reason people choose a Dividend Growth Portfolio. With the recent stock market decline due to the ongoing pandemic of coronavirus disease 2019 (COVID-19), we created a dividend growth portfolio for our members. At Above the Green Line, we apply a mixture of rules to help us determine which stocks are best long term for building a Dividend Growth Portfolio.
A dividend growth portfolio focuses on companies that consistently increase their dividend payments while also providing long-term capital appreciation. Investors often evaluate dividend sustainability, payout ratios, and dividend growth history when building these portfolios. For a deeper explanation of the principles behind this approach, see the Dividend Growth Guide, which outlines the framework used to evaluate dividend-paying stocks and construct long-term income portfolios.
Below is the Above the Green Line (ATGL) Growth and Income Portfolio, launched in 2020. The goal of this portfolio is to build wealth through stock appreciation while earning a steady dividend income. We will make monthly contributions to the portfolio and add new positions using cash generated over time. For the Dividend Growth Portfolio our goal is NOT to time the market but to grow over time. IF looking for additional ideas, please see Ferdi’s Top 10 Dividend Growth Stocks for March 2020.
For updates to our Dividend Growth Portfolio please visit our DivGro Blog. There you will find periodic postings detailing key information about our Dividend Growth Portfolio.
To see charts for each stock associated with ATGL Dividend Growth Portfolio on a single page – visit Dividend Growth Portfolio Charts.
| Symbol | # Shares | Last Price | Current Value | Portfolio Weight | Dividend Rate | Current Yield | Yield on Cost | Projected Annual Dividends | Total Dividends Received | Profit / Loss | Annualized Profit/Loss | Pay Back | Amount Invested | Purchase Price | Open Date | id | Strategy | Position | Description | Sell Date | Sell Price | Net Profit | Realized Gain/Loss % | ATGL Rule | Industry | SCTR | Size | Comments | Stop Loss | color | Chart | Update Date | Status | Unrealized Gain/Loss % | Daily Change % | Volume | Post Type | ATGL 60 Min | Star Rating | Target Price | News Alert % | Target Triggered |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Totals | $192,963 | 7.39% | $5,164 | $32,753 | 235.20% | 19.36% | 44.67% | $83,840 | ||||||||||||||||||||||||||||||||||
| ENB | 125 | $47.46 | $5,933.00 | 3.07% | 2.79 | 5.8723 | 7.11% | $349.00 | $1,844.00 | 58.58% | 10.12% | 37.60% | $4,904.00 | $39.23 | 2022-01-03 | 2728 | Div Growth | Long | Enbridge Pipelines | $0.00 | 0.00% | Energy | 42 | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=ENB&p=D&yr=0&mn=9&dy=0&id=p51161218458&a=1091498035 | 2025-02-20 23:55:51 | open | 20.98% | 1.0863 | 3621044 | Trade | |||||||||||
| JNJ | 29 | $248.61 | $7,210.00 | 3.74% | 5.28 | 2.1238 | 3.04% | $153.00 | $734.00 | 57.67% | 9.30% | 14.56% | $5,038.00 | $173.74 | 2021-09-01 | 2465 | Div Growth | Long | Johnson & Johnson | $0.00 | 0.00% | Health Care | Dividend & Growth Strategy | https://stockcharts.com/sc3/ui/?s=JNJ&a=1019805126&p=D&yr=0&mn=9&dy=0&id=p76617410044 | 2025-02-21 16:27:50 | open | 43.09% | -5.7331 | 16647085 | Trade | ||||||||||||
| TXN | 27 | $287.85 | $7,772.00 | 4.03% | 5.68 | 1.9732 | 3.02% | $153.00 | $699.00 | 66.58% | 10.48% | 13.74% | $5,085.00 | $188.35 | 2021-09-01 | 2466 | Div Growth | Long | Texas Instruments Incorporated | $0.00 | 0.00% | Information Technology | Dividend & Growth Strategy | https://stockcharts.com/sc3/ui/?s=TXN&a=1019805438&p=D&yr=0&mn=9&dy=0&id=p61731911036 | 2025-02-21 15:59:59 | open | 52.83% | 2.1687 | 5639082 | Trade | ||||||||||||
| OKE | 126 | $93.38 | $11,766.00 | 6.10% | 0.00 | 0 | 0.00% | $0.00 | $2,735.00 | 142.35% | 17.04% | 45.71% | $5,984.00 | $47.49 | 2021-03-01 | 2051 | Div Growth | Long | ONEOK, Inc | $0.00 | 0.00% | Energy | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=OKE&p=D&yr=0&mn=4&dy=0&id=p35206770503&a=911269712 | 2024-01-24 23:34:28 | open | 96.63% | 1.4779 | 2504101 | Trade | ||||||||||||
| IBM | 50 | $230.78 | $11,539.00 | 5.98% | 6.74 | 2.9205 | 5.47% | $337.00 | $1,992.00 | 119.73% | 14.35% | 32.35% | $6,158.00 | $123.16 | 2020-12-01 | 1781 | Div Growth | Long | International Business Machine | $0.00 | 0.00% | Information Technology | Large | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=IBM&p=D&yr=0&mn=6&dy=0&id=p99742941819&a=778591051 | 2024-01-24 23:34:28 | open | 87.38% | 1.6562 | 5120807 | Trade | |||||||||||
| EMR | 50 | $163.50 | $8,175.00 | 4.24% | 2.22 | 1.3578 | 2.93% | $111.00 | $634.00 | 132.49% | 15.45% | 16.73% | $3,789.00 | $75.77 | 2020-12-01 | 1782 | Div Growth | Long | Emerson Electric Company | $0.00 | 0.00% | Industrials | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=EMR&p=D&yr=0&mn=6&dy=0&id=p46866512441&a=725838784 | 2024-01-24 23:34:28 | open | 115.78% | 0.6402 | 2131759 | Trade | ||||||||||||
| ABBV | 80 | $274.36 | $21,949.00 | 11.37% | 6.83 | 2.4894 | 6.91% | $546.00 | $2,966.00 | 215.01% | 20.02% | 37.49% | $7,909.00 | $98.87 | 2020-07-02 | 1449 | Div Growth | Long | Abbvie Inc. | $0.00 | 0.00% | Health Care | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=ABBV&p=D&yr=0&mn=6&dy=0&id=p65985606158&a=709516913 | 2024-01-24 23:34:28 | open | 177.50% | -2.4047 | 6409515 | Trade | ||||||||||||
| ADM | 163 | $83.20 | $13,562.00 | 7.03% | 2.07 | 2.488 | 6.76% | $337.00 | $1,884.00 | 209.57% | 18.76% | 37.77% | $4,989.00 | $30.61 | 2020-03-20 | 1297 | Div Growth | Long | Archer Daniels Midland | $0.00 | 0.00% | Consumer Staples | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=ADM&p=D&yr=0&mn=6&dy=0&id=p96062661359&a=778591000 | 2024-01-24 23:34:28 | open | 171.81% | 3.4569 | 3097096 | Trade | ||||||||||||
| AFL | 187 | $116.44 | $21,774.00 | 11.28% | 2.41 | 2.0697 | 9.02% | $451.00 | $2,167.00 | 378.97% | 26.91% | 43.36% | $4,999.00 | $26.73 | 2020-03-20 | 1298 | Div Growth | Long | AFLAC Inc. | $0.00 | 0.00% | Financials | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=AFL&p=D&yr=0&mn=6&dy=0&id=p78739529051&a=778591002 | 2024-01-24 23:34:28 | open | 335.62% | 0.4746 | 1408786 | Trade | ||||||||||||
| CVX | 84 | $217.73 | $18,289.00 | 9.48% | 7.05 | 3.238 | 11.87% | $592.00 | $3,326.00 | 333.29% | 24.99% | 66.68% | $4,989.00 | $59.39 | 2020-03-20 | 1299 | Div Growth | Long | Chevron Corp. | $0.00 | 0.00% | Energy | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=CVX&p=D&yr=0&mn=6&dy=0&id=p11514540329&a=778591032 | 2024-01-24 23:34:28 | open | 266.61% | 1.2698 | 7435227 | Trade | ||||||||||||
| KO | 131 | $90.11 | $11,804.00 | 6.12% | 2.10 | 2.3305 | 5.48% | $275.00 | $1,639.00 | 167.94% | 16.18% | 32.66% | $5,017.00 | $38.30 | 2020-03-20 | 1300 | Div Growth | Long | Coca-Cola Company | $0.00 | 0.00% | Consumer Staples | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=KO&p=D&yr=0&mn=6&dy=0&id=p80554201297&a=778591057 | 2024-01-24 23:34:28 | open | 135.27% | 0.3564 | 15315845 | Trade | ||||||||||||
| MMM | 40 | $162.77 | $6,511.00 | 3.37% | 3.07 | 1.8861 | 2.46% | $123.00 | $1,246.00 | 55.28% | 6.92% | 24.95% | $4,996.00 | $124.89 | 2020-03-20 | 1301 | Div Growth | Long | 3M Company | $0.00 | 0.00% | Industrials | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=MMM&p=D&yr=0&mn=6&dy=0&id=p01384476272&a=778591071 | 2024-01-24 23:34:28 | open | 30.33% | 1.1685 | 2547228 | Trade | ||||||||||||
| MO | 146 | $71.56 | $10,448.00 | 5.41% | 4.29 | 5.995 | 12.51% | $626.00 | $3,771.00 | 184.10% | 17.22% | 75.35% | $5,005.00 | $34.28 | 2020-03-20 | 1302 | Div Growth | Long | Altria Group Inc. | $0.00 | 0.00% | Consumer Staples | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=MO&p=D&yr=0&mn=6&dy=0&id=p90190420912&a=853565118 | 2024-01-24 23:34:28 | open | 108.75% | -0.1395 | 7099662 | Trade | ||||||||||||
| T | 176 | $22.85 | $4,022.00 | 2.08% | 1.11 | 4.8578 | 3.90% | $195.00 | $1,668.00 | 13.64% | 1.96% | 33.32% | $5,007.00 | $28.45 | 2020-03-20 | 1303 | Div Growth | Long | AT&T Inc. | $0.00 | 0.00% | Telecommunication Service | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=T&p=D&yr=0&mn=6&dy=0&id=p84451231008&a=778591103 | 2024-01-24 23:34:28 | open | -19.68% | 1.6007 | 48730491 | Trade | ||||||||||||
| TROW | 55 | $101.39 | $5,576.00 | 2.89% | 5.17 | 5.0991 | 5.72% | $284.00 | $1,735.00 | 47.14% | 6.05% | 34.91% | $4,969.00 | $90.34 | 2020-03-20 | 1304 | Div Growth | Long | T. Rowe Price Group | $0.00 | 0.00% | Financials | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=TROW&p=D&yr=0&mn=6&dy=0&id=p73323223042&a=778591111 | 2024-01-24 23:34:28 | open | 12.23% | -2.5002 | 2303879 | Trade | ||||||||||||
| XOM | 153 | $174.08 | $26,634.00 | 13.80% | 4.12 | 2.3667 | 12.58% | $630.00 | $3,712.00 | 505.80% | 31.53% | 74.10% | $5,009.00 | $32.74 | 2020-03-20 | 1306 | Div Growth | Long | ExxonMobil Corp. | $0.00 | 0.00% | Energy | Dividend & Growth Strategy | https://stockcharts.com/h-sc/ui?s=XOM&p=D&yr=0&mn=6&dy=0&id=p34447942868&a=778591124 | 2024-01-24 23:34:28 | open | 431.70% | 1.1211 | 11508161 | Trade |
The Dividend Growth Portfolio shown based on percent allocation is displayed below as a pie chart. The percent allocation will changed based on the performance of the individual securities and any new purchases or sells. Please note that the pie chart reflects only the market value of the holdings and does not include any accumulated or reinvested dividends. As a result, the total value represented may differ from the portfolio’s full return when dividend income is considered.
Accumulated Dividends represents the total dividend income generated by the Dividend Growth Portfolio over time. Dividends received from portfolio holdings are tracked as part of the strategy’s overall performance and contribute to the portfolio’s total return. As the portfolio grows and dividend-paying companies increase their distributions, accumulated dividend income can become an increasingly important component of long-term portfolio growth.
The chart below illustrates accumulated dividend income by industry sector since the portfolio’s inception. Dividend totals are automatically updated as payments are received, providing a breakdown of the sectors contributing to the portfolio’s income.
The Dividend Growth Portfolio performance summary is presented below. Each calendar period shows the accumulated dividends, capital and capital gain / loss. Performance metrics and definitions are discussed in our Investing Overview. Our Dividend Growth Statistics since inception are also available. Here you will find key Portfolio metrics such as Internal Rate of Return, Projected Monthly Income, Dividend Income received since inception, Percentage Payback, Average Yield on Cost for the ATGL Dividend Growth Portfolio.
The Above the Green Line (ATGL) Dividend Portfolio Calendar helps investors track dividend income received throughout the year while forecasting future monthly payments from the Dividend Growth Portfolio. By organizing dividend distributions by company and month, the calendar provides a convenient way to monitor income, identify payment patterns, and plan for future cash flow.
The calendar distinguishes between dividends already received and projected dividend payments, allowing members to compare actual income with anticipated distributions. It also provides a breakdown of dividend income by industry sector, helping investors understand the sources of portfolio income and evaluate diversification.
For a more comprehensive analysis of the portfolio’s long-term income performance, visit our Dividend Growth Statistics page, which includes metrics such as Internal Rate of Return, Projected Monthly Income, Dividend Income Received Since Inception, Percentage Payback, and Average Yield on Cost.
Projected dividend payments are estimates based on available information and may change as companies adjust their distributions or portfolio holdings change.
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