The Terrific Ten: The Foundation For My Dividend Growth Portfolio (Part 3)

Summary:

  • Of the nine companies (an ETF is on the list) on our Terrific Ten list, eight are rated as narrow or wide moat by Morningstar.
  • All of the Terrific Ten notched total returns that beat the S&P 500 Index over the last five years.
  • In fact, excluding dividends, the Terrific Ten more than doubled the return for the S&P 500 over the last five years.

Big Ten 3D monument

Bluberries

This article was published at iREIT on Alpha on Tuesday May 23, 2023. This article was coproduced with Chuck Walston.

Although I am invested in roughly 125 companies, the Terrific Ten comprise nearly a quarter of my portfolio. I suspect

TrendForce

TrendForce

TSMC

TSMC – Investor Relations


Analyst’s Disclosure: I/we have a beneficial long position in the shares of HD, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Author's note: Brad Thomas is a Wall Street writer, which means he's not always right with his predictions or recommendations. Since that also applies to his grammar, please excuse any typos you may find. Also, this article is free: Written and distributed only to assist in research while providing a forum for second-level thinking.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


Get My New Book For Free!

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, and we recently added Prop Tech SPACs to the lineup. Nothing to lose with our FREE 2-week trial.

And this offer includes a 2-Week FREE TRIAL plus my FREE book.

Leave a Reply

Your email address will not be published. Required fields are marked *