Dividend Update March 2022

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What's going on fellas, welcome back to the dividend mascot blog. I just came back from Las Vegas, right now in the middle of April I'm having my 2 weeks paid vacation. I've told stories on here in the past that vacations are extremely hard for me but might as well take advantage of it and enjoy it. It may be hard to believe but it's hard for me to stop doing my 14/16 hours days........sometimes back to back....... it's really hard. I'm nibbling at $3,000 invested a month back to back...........do you really think I want to slow down and take a break? hell no...........for March 2022 I hit $2,845 in contributions. That's like telling a formula one driver to end the practice session early and bring the race car back into the pit lane right when he's getting into the rhythm of hitting new personal records on the race track. The total contribution for Q1 2022 is $9,550. Here's a little treat, the top played song throughout the first quarter is 🎶 I got the feeling 🎶 by James Brown. 16/14 hour days are nothing more than a bunch of James Brown dance moves. That's how I roll, so let's continue down by going over the dividend income and future plans. 

Roth IRA

Total: $101.30

Taxable Account

Total: $ 15.93

Grand Total: $117.23

Q1 (First Quarter) Dividends: $305.26

Purchase: 6 shares of (MA) ($1,945.38), 4 shares of (MSFT) ($1,215.75), 39 shares of (O) ($2,538.52) & 6 shares of (JNJ) ($1,063.44)

Sold: All shares of (LTC) & (MCD) 

This month Main Street Capital (MAIN) paid out a special dividend ($2.75). I Sold (LTC) reinvested everything back into (O) & sold (MCD) reinvested everything back into (JNJ). McDonald's could make its return one day but it will be placed into the Taxable Account. Light-weighted holdings are a waste of my time so I got rid of it and made my Johnson & Johnson holding a bigger position. More changes to come for the Roth IRA. Next month I'll be buying more (MSCI) and (ODFL). Old Dominion Freight Line is one of my favorite high convictions because it's a trucking company it's soooo predictable and easy to understand. Either by the end of this year or early next year ill own $10,000 worth of their stock. The key lesson here is if you are serious about long-term single stock investing stick to your highest convictions with the strongest fundamentals because if or when they drop by -5%, -10%, -15%, or even -20% in the red. You are excited to buy in even more because you've done 1000% due diligence on everything.

So that's your quick blog update for March and tell you the truth.........i can't wait to get back to work. Don't get me wrong sometimes I enjoy just sitting in my game room laying back on the couch eating ice cream watching tons of anime and playing video games but after like 3 days..........I'm ready to make some money lol. Currently, I have another full week left of paid vacation in April (2 weeks total). My next trip will be to Washington D.C. I'm going to see the White House for the first time in my life. I like to take my vacations in the first half of the year so I can just go full throttle throughout the rest of the year. I can honestly say that I truly understand why Ellen DeGeneres (worth over $350 million btw) was having a hard time just sitting in her big mansion laying on the couch calling her celeb friends during the peak of covid-19. She doesn't know how to not work, that's why she's so successful and has a hit talk show with celebrities. I also understand why billionaires work the way they do.....I get it. Anyways I have nothing left to share for the month so ill see guys in the next update. 

Dividend Update February 2022

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Welcome back to the blog fellas, my biggest agenda for the month was should I get a Kirby pillow or a Pikachu pillow for my game room?........... I'm having a hard time deciding. Meanwhile, people are crying like a baby over the current market fluctuations. It feels like the fourth quarter of 2018 all over again, from a percentage drop comparison the numbers look similar but the time frame is different. I bet 2 years from now people are going to regret either selling all their shares or the classic "I wish I would have bought more". For me, I'm just buying more shares of strong metrics/fundamentals at a discount. The strong revenue growth is still the same, strong net cash flow growth is still the same, or the consistent double-digit return on invested capital is still the same. As far as my single picks on my watchlist or in the taxable account, the only thing that has changed is the stock price.........that's it. Quarterly earnings are still hitting new records, so dollar-cost averaging is all I'm doing. I'm about to buy a crapload more of Mastercard (MA).  So let's get to why you even clicked on this blog in the first place and get to the dividend income below. 

Roth IRA

Total: $98.32

Taxable Account

Total: $12.89

Grand Total: $111.21

Dividend raise: Coca-cola (KO) 4.8%

Purchases: 3 shares of (MSFT) ($902.30), 7 shares of (NKE) ($963.97)

As you can see above KO has given out a 4.8% dividend raise which is just average. I'm not like one of those people that get down to their knees being grateful for like a 1% dividend raise lol 😆 . Because once you understand how a dividend increase is created behind the scenes, you ignore all the emotional bullsh$t and get straight to the metrics. A set of metrics that give you the highest probability of receiving dividend increases to the size of 20%, 25%, or even 30%. So like I stated above ill be buying a lot of (MA) in March, and then dollar-cost average some more into (MSFT) & (NKE). After that ill be loading more shares of (MSCI), (INTU), & (ODFL). This is another short update, so I'll see you guys in the next update.

Dividend Update January 2022

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Don't worry about January it's only the start of the year, for me the first month of the year is usually the lowest payout.  All I can say for 2022 is that I'm going to destroy the F$CK out of this year. From what you saw in the December 2021 update, I guess the biggest question is that. Will I hit $3,000+ invested in a month again?.........oh hell yeah, definitely going to hit that number again. $2,475 for January 2022 but I want to see that number again. Side note: Just a little friendly disclaimer, 99% of my contributions go towards the regular brokerage account (Taxable Account). Not the Roth IRA, I have 0 plans on having any of my serious investments being tied up until age 59.5. (just keeping it real) For 2022, it has gotten soo ridiculous that a 16 hour day has become nothing more than pulling off my favorite Michael Jackson dance moves, or a 14 hour day is nothing more than performing my favorite James Brown footwork. It's almost like when Michael Jordan enters the zone he becomes untouchable on the basketball court, and all of his maneuvers look like a dance move. It's now to the point that I cant wait to do another 16 hour day again and capture more double time. Anyways that's enough on the intro let's scroll down to the info you came here to see.

Roth IRA

 

Total: $74.78

Taxable Account

Total: $2.04

Grand total: $76.82

Purchases: 3 shares of (MA) ($1,108.50), 1 share of (INTU) ($552.17), & 1 share of (NVDA) ($268.99)

So recently on February 2nd, I've received a massive annual dividend raise of 50% from my Truck driving stock (ODFL). This showcases my unique low dividend yield/total return style supported by strong double-digit dividend raises. With a ~ 11% dividend payout ratio Old Dominion Freight line could give out a 30% annual dividend raise over and over and over again. Double-digit quarterly earnings growth back to back throughout 2021, the board of directors was more than impressed with the performance of management so they approved the 50% dividend raise. Aggressive yearly net cash flow growth combined with a low dividend payout ratio gives the business the ability to give out massive annual dividend raises. In the future I see ODFL giving out a 25% dividend raise in January 2023. I'll continue to do more screenshots of other dividend increases from Seeking Alpha throughout the year on my Facebook page. I'll talk more about the dividend raises that ill receive in February in next month's update. Since this is just the first month of the new year, this one will be a very short update. I've just been funding the Taxable account and dollar-cost averaging into my high conviction plays throughout this market dip. So that pretty much wraps it up for this one and ill see you guys in the next update.

Dividend Update December 2021

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December Contributions: $3,025 

December soundtrack: 🔊 🎶  ❤ Trey Songz - Na Na ❤, Ciara - Oh ft. Ludacris, Lloyd Bank - I'm so fly, Mobb Deep - Shook One's Pt. II, Young Thug - London ft. J. Cole, Travis Scott, ❤ Akon - Locked up Ft. Styles P ❤. Added bonus: Trey Songz - Na Na (Slowed + Reverb) 🔊🎶  #freshmoney

Sometimes I ask myself, "do I even belong in this niche?"..........next thing you know I get a notification saying 10 people recommend my Facebook page, then I get 5 new followers. Then I'm like "oh ok never mind". In the past, I always thought I was going be on Twitch TV live streaming video games but somehow.........I ended up here. So welcome back to the blog, 2021 has come to a close. So this is the year-end blog update. This month I have added another single stock from my very strict watchlist. Scroll through the dividend income below to continue. ⬇⬇⬇

Roth IRA

Total: $134.75

Taxable Account

Total: $22.60

Grand Total: $157.35 (new record) 

Purchase: 3 shares of (INTU) ($1,908.49) & 4 shares of (ODFL) ($1,408.39)

2021 Grand Total: $1,508.74

(Keep scrolling ⬇⬇⬇)

(Company summary)

Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & Self-Employed segment provides QuickBooks online services and desktop software solutions comprising QuickBooks Online Advanced, a cloud-based solution; QuickBooks Enterprise, a hosted solution; QuickBooks Self-Employed solution; QuickBooks Commerce, a solution for product-based businesses; QuickBooks Online Accountant and QuickBooks Accountant Desktop Plus solutions; and payroll solutions, such as online payroll processing, direct deposit of employee paychecks, payroll reports, electronic payment of federal and state payroll taxes, and electronic filing of federal and state payroll tax forms. This segment also offers payment-processing solutions, including credit and debit cards, Apple Pay, and ACH payment services; QuickBooks Cash business bank account; and financial supplies and financing for small businesses. The Consumer segment provides TurboTax income tax preparation products and services; and personal finance. The Credit Karma segment offers consumers with a personal finance platform that provides personalized recommendations of home, auto, and personal loans, as well as credit cards and insurance products. The ProConnect segment provides Lacerte, ProSeries, and ProFile desktop tax-preparation software products; and ProConnect Tax Online tax products, electronic tax filing service, and bank products and related services. It sells products and services through various sales and distribution channels, including multi-channel shop-and-buy experiences, websites and call centers, mobile application stores, and retail and other channels. The company was founded in 1983 and is headquartered in Mountain View, California.

I'm going to list some of (INTU) stats: starting dividend yield = 0.50%, Dividend growth CAGR (Compound annual growth rate) 3 year = 13.88% 5 year = 14.69% 10 year = 32.70%. Dividend payout ratio = 23.27%, currently has 10 years of dividend growth. Current Market cap is ~ $150 billion.

Over the last 5 years, Intuit has grown its dividend by 73.75%

10 year Total Return Comparison

During this little market correction at the start of the new year ill be buying even more (INTU) throughout the first quarter of 2022. You can notice the sharp dip at the end of the Total Return comparison next to Apple. I ONLY stick with high convictions so when the market takes a dip you are motivated to buy even more shares because the core metrics are still the same so now I can in at a cheaper price. Consistent momentum over 10, 15, & 20-year time frame in stock price, revenue growth, net cash flow, dividend growth, ROIC (return on invested capital). After a while, I'm gonna sound like a broken record because I'm repeating the same metrics over and over again. There are about 25 different metrics I look at but I just list the main ones that anyone can understand. Have you noticed that EVERY single pick that I've revealed from my personal strict watchlist has either outperformed or just barely trailed behind AAPL (Apple). In 2021 Apple had a 30% return on invested capital.............as of today I don't think any of my strict picks comes close to that. Having a single stock like AAPL as your personal custom S&P 500 benchmark causes you to look for the strongest metrics in the game. It feels like I'm playing the Yu-Gi-Oh duel monsters card game when I was like 10 years old. My parents would drop me off at school early, and I would be in the cafeteria trading duel monsters cards. Trying to build a stronger deck, by trading out the weaker magic cards, trap cards & monsters cards for stronger ones that have better stats. Definitely loved watching the cartoon show as a kid (I'm definitely going to watch it again on Netflix when I finish this). Scroll down to get to the revenue breakdown. 

Cool Fact: In 2021 Intuit's (INTU) net cash flow was $2.062 Billion, and paid out $646 million in dividends. People need to understand that dividends ARE NOT FREE, it cost a sh$t load of money to run that dividend payout, plus you need to add in giving out a solid double-digit dividend raise. This is why I love low payout ratios paired with consistent double-digit dividend growth. (side note: all info was taking from Seeking Alpha.com on the cash flow statement page and Intuit.com) As you can see above is basically a revenue breakdown by quarter for 2020 & 2021. You got Quickbooks, TurboTax, Credit Karma and there are probably more streams of income that got put together in one column. I bet the Mint fiance app is under the consumer category. It's always good to see consistent year-over-year growth across the board. You want the revenue growth & net cash growth to be strong enough to support future double-digit dividend increases. So they can actually afford it. You also want the net cash to far outpace the dividend percentage growth itself. 

For example, if the net cash of a low dividend yeilding/ low payout ratio high growth company is let's say.............$250 million and the cost of the dividend payout is $75 million a year. There's a gap of $175 million between the net cash flow and the running cost of the dividend payout. Then the following year the net cash flow grows to $350 million and the running cost of the dividend payout is raised to $125 million. That leaves a gap of  $225 million, seeing that gap consistently grow year after year while giving out 10%, 15% or even 20% dividend raises is very attractive. Low dividend payout ratios are the sh$t. You know what...........I'm ready to watch some Yu-Gi-Oh on Netflix. So i hope everyone had a great New Years, and I am soooooooo ready to abosultely destroy 2022. So ill see you guys in the next update.      

Dividend Update November 2021

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November contribution's: $2,200 (new record) 100% taxable account. November soundtrack: 🔊 🎶 Cassie - Me & U, ❤ Dr. Dre Ring Ding Dong ❤, Lil Wayne - Go DJ,  Ludacris - Act A Fool (2Fast 2Furious), K Camp - Cut Her Off ft. 2 Chains, Ciara - My Goodies ft. Petey Pablo 🔊 🎶. 

On top of all of that, I bought the PS5 with Ratchet & Clank: Rift Apart to start with. So I'm rollin smooth as f$$k over here. I Apologies to my Xbox fans but I'm with Playstation this time. Besides I had to reunite with my favorite characters from Sony ❤ (my best pals) Ratchet & Clank. (Fun fact: I've been playing the Ratchet & Clank series for almost 20 years since I was like 7 years old.) Anyways enough on that, you came here to hear about my long-term single stock investing strategies not about video games lol. Alright, so this month I will reveal another single pick from my "very strict watchlist". You're going to notice a pattern with my unique Total Return style. I build up my single stock picks based on a foundation of solid core metrics. Before we get to the good stuff scroll past the dividend income to continue. 

Roth IRA

Total: $96.62

Taxable Account

Total: $11.77

Grand Total: $108.39

Purchases: 6 shares of ODFL ($2,120.58) ⬇⬇⬇ keep scrolling.

(Company summary from Seeking Alpha)

Old Dominion Freight Line, Inc. operates as a less-than-truckload (LTL) motor carrier in the United States and North America. It provides regional, inter-regional, and national LTL services, including expedited transportation. The company also offers various value-added services, such as container drayage, truckload brokerage, and supply chain consulting. It owns 9,288 tractors and 42 maintenance centers. As of August 3, 2021, it owned 248 service centers. Old Dominion Freight Line, Inc. was founded in 1934 and is based in Thomasville, North Carolina.

I've been listening to the previous quarterly earnings calls to get a general idea of what management is doing as far as forwarding growth in the business. I love the simple mindset of ODFL CEO Greg Gantt, with the steady year-over-year growth in all categories of this LTL trucking business. (LTL stands for "less than truckload"). It's basically multi-stop delivery, instead of loading up the trailer full for just a single destination. They load it with a variety of products for multiple customers. Multiple customers = multiple stops. A very basic meaning of LTL. Listening to these 1 hour long quarterly earnings calls just gives me so much information that you probably couldn't find on the internet. For example, Ceo Greg Gantt said that they can still hire more drivers, but they have to work a little harder to maintain the same employee growth like they did in the past. He described that they have to focus on increasing their wages, their referral bonus, and their sign-on bonus. Overall I just love the consistent quarter-over-quarter growth back to back. For me, this is a long-term high conviction play, and as a bonus, it adds some form of diversification to the taxable account. The account is going to stay real tight but a little sprinkle of diversification doesn't hurt. Especially if it fits into my total return style with AAPL being my baseline benchmark.

(ODFL) Old Dominion Freight Line

I'm going to list down some of its stats.  Dividend yield = 0.25%, Dividend payout ratio = 9.15% Dividend growth CAGR (Compounded Annual Growth Rate) 3-year CAGR = 32.15%, the 5 & 10-year CAGR will be calculated Seeking Alpha.com over the next few years of additional dividend raises. The 5-year data should show up sometime in 2022. A dividend growth chart is below.

ODFL has only been paying out a dividend since 2017 so they have raised their dividend every year since they started paying out dividends. Since 2017 over the last 5 years, ODFL has grown its annual dividend payout by over 185%+ since its first year of dividend payouts. They almost tripled their annual payout within that time frame. A young dividend growth history supported by a business that's been around since 1934. With a 9% payout ratio, they could give out a 25% dividend raise over and over again if they wanted to.

10-year total return comparison

As always AAPL (Apple) is like my personal custom S&P 500. As you can see in this total return comparison ODFL DESTROYS UPS & FedEx, but hey people on Facebook like to say things like " just invest in great companies"..............I invest in superior metrics. Sure they are great companies...........what about great performance? Superior dividend growth? Superior net cash flow growth? Aggressively paying down their debt? Aggressive double-digit ROIC (return on invested capital)? When you truly do your absolute due diligence in single stock investing, you start to see the real truth behind the stocks that everyone talks about on Facebook. Especially with the total return comparisons. Let's continue down to some of the other key metrics of ODFL. 

Consistent growth in yearly revenues & net cash over the last 18 years. With an 11.5% CAGR.

ROIC - Return on invested capital, the rate of return from when a business reinvests excess capital back into itself. A very important metric for analyzing the internal growth of a company. Strong double-digit ROIC combined with decreasing debt. This business is always setting itself up to be in a solid financial position to give out those massive double-digit dividend raises.

Market share growth across the board is another key metric to look at. Market share growth usually supports future growth. (Disclaimer: I always look 10 years out into the future, not 10 months) Alright so that's it for this one I think I made this fancy enough. I'm ready to go play Ratchet & Clank again on my PS5 so I hope you enjoyed this update and ill see you next time. 

Dividend Update October 2021

⚠ IF YOU WANT TO VIEW THE PORTFOLIO CLICK ON THE "PORTFOLIO" TAB ABOVE ⚠ 

What's going on fellas? Welcome back to another blog update, Total contributions for October is $1,900. October's soundtrack 🎶: Mase - Looking at me ft. P. Diddy, DMX - What they really want ft. Sisqo, OutKast - Ain't no thang, ❤Akon - Smack that Ft. Eminem ❤, Eminen/Dr. Dre - Forget About Dre ft. Hittman 🎶  Got a little hint of James Brown in my walk. My personal net worth growth feels like a rocket ship 🚀  

(#Realist dude in the game) btw ignore the dip in dividend income, it will bounce back into the $110 - $115 range. That's what happens when you make changes in your portfolio. November should be around $110, but I'm just out here getting money as usual. The Taxable account by itself could hit $100,000+ in 2 years flat from today. What's happens when your young and cold-blooded? A 16 hour day feels like 6 hours, a 14 hour day feels like 4 hours and a regular 8 hour day feels like 2 hours. Just imagine what's gonna happen once I get my hands on a CDL class A license. I may just sit with American Eagle 🦅 a while longer and keep rolling smooth investing $2,000+ a month, I'm in no rush. Btw been seeing a whole lot of new people following my page and like 3 people recommended it this month..................dam. I'm just a young dude out here getting money, and my Facebook page is growing at a faster rate than some of the more serious well-maintained pages in the same niche. Can you explain that to me? 

Interesting stuff, but anyways let's continue by scrolling past the dividend income so I can talk about the 2 new stock purchases. One replaces (Qcom) for better total returns/ dividend growth and the other is from my strict watch list. A very strict watchlist that was built by using Apple (AAPL) as a baseline benchmark...........I have a feeling that all the Apple fanboys/fangirls are going to love me for this lol. It wasn't an emotional choice, it's just an honest solid single stock benchmark I came up with that fits the criteria of my unique Total return/ dividend growth investing style. Btw AAPL will in fact be one of the last stocks added into the taxable account.

Roth IRA

Total: $87.56

Taxable Account

Total: $9.37

Grand Total: $96.93

Purchases: (Roth IRA) - 7 shares of CLX ($1,130.26) & 6 shares of AVGO ($3,006.87), (Taxable Account) - 2 shares of MSCI ($1,279.22)

Sells: all shares of QCOM ($3,890.29) ~ +99% profit gain

So as you just read above I sold my entire position in QCOM and reinvested most of it into my new holding AVGO. pretty much doubled my money throughout the 5G wave and invested it into something better. Stronger total returns & stronger dividend growth. I'll explain more about my new purchases below. I also bought into another new stock MSCI from the strict watchlist that I've been teasing about for the last 4 months. (Side note: AVGO was not on the strict watchlist) 

 

(Company summary from Seeking Alpha)

Broadcom Inc. designs, develops, and supplies semiconductor infrastructure software solutions. It offers semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company's infrastructure software solutions enable customers to plan, develop, automate, manage, and secure applications across mainframe, distributed, mobile, and cloud platforms. It operates through two segments, Semiconductor Solutions and Infrastructure Software. The company was incorporated in 2018 and, is based in San Jose, California.

So basically AVGO is another semiconductor stock that I've been watching for a while. So I've decided to sell all my QCOM shares and replace it with AVGO. For better total returns/better dividend growth. It's that simple, you'll see below that I simply compare total returns/ dividend growth and I look through a long list of different metrics behind the buisness. A solid upgrade to the Roth IRA, if I'm not going to fund this that much anymore I might as well go in there give it a better make over before I leave it alone. Like I said last month more changes coming to the Roth IRA next year. 

(AVGO) Broadcom

Im going to list down its current stats. Dividend yield: 2.56%, Dividend payout ratio: ~51%, Dividend growth averages: 3 year CAGR = 39.88% , 5 year CAGR = 49.32%, 10 year CAGR = 48.29% (CAGR = Compounded Annual Growth Rate) This stock currently has 10 years of aggressively growing its annual payout per share. Most recent dividend raise was 10.8%. I'm 100% bullish that the business will continue give out solid double digit dividend raises in the future. As you'll see below is the Total returns comparison of the last 10 years, with AAPL set as benchmark. 

AVGO Dividend Growth

You see what I mean with paying attention to the actual numbers behind the dividend growth. In this 6 year chart I put together, the annual dividend payout per share has grown by over 471%. I only have 6 years in this presentation, it has been growing it's dividend for the last 10 years. So this is definitely a long term hold, I let this solid pick sit in the Roth IRA. 

(Company summary from Seeking Alpha)

MSCI Inc. ,together with its subsidiaries provides ,investment decision support tools for the clients to manage their investment processes worldwide. The company operates through Index, Analytics, and All Other segments. The Index segment primarily provides indexes for use in various areas of the investment process, including indexed product creation, such as ETFs, mutual funds, annuities, futures, options, structured products, over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services that provide clients with an integrated view of risk and return, and an analysis of market, credit, liquidity, and counterparty risk across various asset classes; various managed services, including consolidation of client portfolio data from various sources, review and reconciliation of input data and results, and customized reporting; and HedgePlatform to measure, evaluate, and monitor the risk of hedge fund investments. The All Other – ESG segment provides products and services that help institutional investors understand how environmental, social, and governance (ESG) factors impact the long-term risk and opportunities in financial markets; and data and rating products for use in the construction of equity and fixed income indexes and issue index-based investment products, as well as manage, measure, and report on ESG mandates. The All Other – Real Estate segment includes research, reporting, market data, and benchmarking offerings that provide real estate performance analytics for funds, investors, and managers; and business intelligence to real estate owners, managers, developers, and brokers. It serves asset owners and managers, financial intermediaries, and wealth managers. MSCI Inc. was founded in 1998 and is headquartered in New York, New York. Side note: In 1986, Morgan Stanley licensed the rights to the indexes from Capital International and branded the indexes as the Morgan Stanley Capital International (MSCI) indexes.

So as you just read above, Morgan Stanley is a part of this very unique Tech/ Financal Index tracking aggressive growth stock. You could say that this is basically my first bank related stock, but it absolutely destroys JPmorgan, Bank of America, & Wells Fargo under the key metrics of Total Return combined with Aggressive dividend growth. I'm not very nice when it comes to single stock investing, because I purely analyze and compare the actual numbers/performance behind my long list of metrics behind the buisness. for an example over the last 10 years: Total return, Raw price return (no dividends included), YoY revenue growth, ROIC (return on invested capital), YoY free cash flow growth, dividend growth performance (how often does the annual dividend payout doubles in size? Is it every 4, 5, or 6 years?) Dilluted shares & share holders equity (how often does business buy back shares which reduces the number of outstanding shares available on the market. With less shares outstanding this gives the shareholders more ownership in the company.............and the list just goes on and on and on and on. I think I go through 25 solid metrics in a business for every......single......stock pick. I just like to explain everything in plain English so know one gets a headache. 

Im going to list down its current stats. Dividend yeild: 0.64%, Dividend payout ratio: ~42%, Dividend growth Averages: 3 year CAGR = 23.77%, 5 year CAGR = 29.49%. The 10 year CAGR will be caculated on Seeking Alpha once MSCI reaches 10 years of dividend growth. This stock currently has 7 years of aggressively growing its annual dividend payout per share. Most recent dividend raise was 33%. 

As you can see again, AAPL (Apple) was included in the 10 year Total Return comparison. When you get to the point of making the S&P 500 look like a flat line with your stock picks, your going to need a much stronger benchmark. So one of the greatest and most valuable companies in modern history has earned it's place to be my personal custom S&P 500 benchmark. Btw by default the S&P 500 will always be included in these charts. 

MSCI Inc. Dividend Growth

So as I've said before I analyze the actual performance in the annual dividend raises. In this 6 year chart, MSCI Inc. has grown it annual dividend payout per share by 271%. Every single stock pick from my strict watchlist is a high conviction. Btw after I added this stock into my watchlist I discovered that billionaire investor Ron Baron loves this stock. He bought millions worth of shares back in 2014. Quadrupled his money and his yield on cost is through the freaking roof. It's a good feeling when you find out afterwards, that a famous billionaire investor loves your stock pick. 

Alright guys that's it for this one, next month I should have $3,000 worth of my new trucking logistics stock pick I hinted about in the past. Another pick from the very stricted watchlist, it has outperformed UPS & Fedex over the last 10 years and I'm very bullish that it will continue to dominate in this niche so stay tuned. So until next time............

Dividend Update September 2021

 

Looks like I'm back with another update, I've been having waaay too much fun with these wage increases coming in back to back as I've had received 3 pay raises within the last 4 months. I'm gonna give you guys a little movie trailer for next month...................... I'm already set to do $1,800+ invested for October (just a little spoiler). I did say I was straight up cold like dry ice. The evolution of this story is f$$king badass like in 3 years this went from Dora the Explorer to Infinity War with Thanos. Anyways It's a wrap guys, I'm not even worried about the first $100,000 anymore it's whatever at this point, to keep it 100 achieving the first $1,000,000 early in my life is all I give  f$$k about. (like Total returns & strong Yield on cost growth) Oh and I might want to add that the Taxable Account will be my 100% focus from here on out, not everyone wants to be sitting around till 59.5 years old to do what they want. The leftover change will go to the Roth IRA.

Here is a little side update from behind the scenes: (very important info) So American Eagle has finally agreed on a contract for the next 5 years with wage increases, paid vacation, sick time, etc. I'm not going to reveal what my current new wage is just yet ill let that be a surprise when I hit $2,000+ invested in a month with my Taxable Account. So here's a little bonus...........on my 14-16 hour overtime days after 8 hours it's time and a half, but after 12 hours................its double time. It's as if American Airlines/Eagle built this pay scale custom-made for me. Kind of reminds me of the UPS pay scale. I could literally tap into double-time every single day if I wanted to. Pair that with a 2% annual wage increase (like an inflation raise) AND a time in service pay increase (1st,2nd,3rd,4th,5th anniversary, and so on) so it's like a pay increase every 6 months. You're just giving the beast more blood to feed on 😈 I just love it when sh$t goes my way.

Songs I've been bumpin to throughout September feeling money fresh, making my way to 2,000+ invested a month back to back. Songs list: Lil Pump: Gucci Gang, Lil Pump: Esskeetit, 21 Savage: Bad Business, 21 Savage: Skrrt Skrrt, Bhad Bhabie: Gucci Flip Flop Ft. Lil Yachty ❤ Waka Flacka Flame: Round of applause Ft. Drake ❤ , 6IX9INE: Gummo, Young Nudy: Fatsane, ❤ Bone Thugs in Harmony: Thuggish Ruggish Bone ❤, ❤ Snoop Dogg: Gin and Juice ❤ , & a whole lot more. Just out here getting my money feeling fresh. Anyways let's scroll through the dividend income to continue. 

Roth IRA

Total: $98.01

Taxable Account

Total: $9.94

Grand Total: $107.95

Purchases: 60 shares of KO & 3 shares of CLX

Sells: All shares of KMB & CSCO

Looks like CSCO and KMB are no longer in the Roth IRA..................goodbye, I have no use for those anymore. KO (Coca-Cola) is a classic boring/ slow growth dividend stock, which I don't mind owning a bunch of (will I continue to buy more after this.........no). I don't mind owning the classic boring DGI stocks.........the problem is having a crapload of them and owning nothing else. I'll have a hand few like MCD, PEP, & JNJ (your classics) but all I need is the very few that I like. For example, What's is the best performing dividend king or aristocrat? Pick the 4 or 5 that I want to keep, then moving forward it's the high growth low dividend yield total return style of investing ONLY. Rapid high yield on cost growth. There are still more stocks that I plan to get rid of, but once I purchase some more shares of CLX I'm back into my Taxable Account.......for good. While continuing to make the changes in the Roth IRA over time. 

That's it for this update, I should start revealing my strict picks into my Taxable account starting next month. So I'm looking forward to talking about these new high-growth businesses that I plan to be 5 figure sized positions. Until next time fellas, time for me to get my money.