This year, I started a dividend growth investing portfolio to serve as a defensive but a bit more aggressive cash equivalent, to be liquidated first. This is a side project.
My finances are composed of
The Emerging Value portfolio
The Dividend growth portfolio
Some bonds
Cash
The goal for the dividend growth portfolio was:
low volatility
capital preservation
small income
completely passive
alternative to bonds and cash
The way to do this, was to buy defensive dividend companies that are undervalued. I build the portfolio during the Iran war crisis.
The results are good. The names did well on average, faster than I expected. The names that did badly only lost about 2%. There was some dividend income, although very small.
Below I will quickly review each holding. I did not make any additions.
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