New R2G model: Dividend Growth Portfolio (David Fish CCC List)

Description:

Dividend Growth Investing is a popular method of buying stocks with a history of consecutive annual dividend increases. It allows investors to focus on income growth during periods of capital loss - such as a bear market. One popular list that compiles dividend growth stocks is provided by David Fish called CCC

I’d like to track this portfolio for a while. Any suggestions on initial entry ?

John,

Above the chart of the R2G Port is a Subscribe button. Select it and you are automatically subscribed. You can then view the current holdings, and last 20 trades.

Denny :sunglasses:

Denny

I looked at the latest on the Div Gro Port and it indicates three sales on 3/25/13 - twgp,lg,bby - but they are still in the current portfolio. Is there a reason for this?

Thank You
Todd

It seems there was a small glitch in this an the Piotroski portfolio (that ones is already fixed). I am not sure what caused it. Sorry about that and I have notified Marco for the fix.

Kurtis

Not sure why the holdings were not rebuilt after the scheduled transactions were executed. Looks like the other R2G worked ok. I’ll keep an eye on it this weekend. Thanks

Hmmm.

The latest transaction is a stake of 8.4% of the portfolio in NWFL? A stock that has averaged $30K of daily trading over the past 30 days, with several days with ZERO volume?

It only traded 500 shares on Monday, when the buy is listed. I guess few (if any?) are trading the R2G model. :slight_smile:

I sent a message to all subs that this model is going to have a major rebalance soon. A few changes were made to how P123 handles certain things such as mergers so I took the opportunity to increase max liquidity to $500,000 daily turnover and put in variable slippage. Performance is similar although much easier to invest with.

Hi.

As a general rule I like to see several months of “out of sample” results before putting money into a “black box” strategy.

It would appear that most or all subscribers are the watching/evaluating mode.

Cheers.
Brian