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Portfolio Examples Using $250,000

CAGR is an adjusted, consensus forwad Compound Annual Growth Rate for the dividend or distribution. LTM = Last Twelve months. The calculation is the Q1-14 dividend minus the Q1-13 dividend - with that calculation dividend by the Q1-13 dividend.

Here is the data requested by a number of readers of my last article:

A 60s example Plan B - ten years 250,000

  Current   LTM Div  
Company Yield CAGR Growth Invested Yr 0 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10
REITs
O 5.22 3.00% 19.64% 24999 1305 1344 1385 1426 1469 1513 1558 1605 1653 1703 1754
OHI 6.11 4.00% 9.09% 24999 1528 1589 1653 1719 1788 1859 1934 2011 2091 2175 2262
MLPs
EPD 4.13 6.00% 6.15% 24998 1032 1094 1160 1229 1303 1381 1464 1552 1645 1744 1849
MMP 3.24 8.50% 14.95% 25004 811 880 955 1036 1124 1220 1323 1436 1558 1690 1834
VNR 8.29 3.50% 3.75% 24999 2072 2145 2220 2297 2378 2461 2547 2636 2729 2824 2923
Consumer Staples
CL 2.17 8.00% 9.68% 24997 542 586 633 683 738 797 861 930 1004 1084 1171
GIS 3.05 7.50% 15.15% 25000 762 819 880 946 1017 1093 1175 1264 1358 1460 1570
SJM 2.53 8.00% 11.54% 25000 632 682 737 796 859 928 1002 1083 1169 1263 1364
BDCs
ARCC 8.26 1.00% 0.00% 25001 2064 2085 2106 2127 2148 2169 2191 2213 2235 2258 2280
HTGY 6.73 0.00% 0.00% 24999 1683 1683 1683 1683 1683 1683 1683 1683 1683 1683 1683

Total Income 249996 12431 12907 13410 13942 14507 15105 15739 16412 17126 17884 18689

Yield on original dollars   4.97 5.16 5.36 5.58 5.80 6.04 6.30 6.56 6.85 7.15 7.48

Year over year Growth     3.82 3.90 3.97 4.05 4.12 4.20 4.27 4.35 4.43 4.50

The average yield is 4.97 and the average CAGR is 4.95.
Click to enlarge
A mid-70s example - ten years - 250,000

  Current   LTM Div  
Company Yield CAGR Growth Invested Yr 0 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10
REITs
O 5.22 3.00% 19.64% 24999 1305 1344 1385 1426 1469 1513 1558 1605 1653 1703 1754
OHI 6.11 4.00% 9.09% 24999 1528 1589 1653 1719 1788 1859 1934 2011 2091 2175 2262
MLPs
EPD 4.13 6.00% 6.15% 24998 1032 1094 1160 1229 1303 1381 1464 1552 1645 1744 1849
EEP 7.85 2.00% 0.00% 25001 1963 2002 2042 2083 2125 2167 2211 2255 2300 2346 2393
VNR 8.29 3.50% 3.75% 24999 2072 2145 2220 2297 2378 2461 2547 2636 2729 2824 2923
Consumer Staples
CL 2.17 8.00% 9.68% 24997 542 586 633 683 738 797 861 930 1004 1084 1171
GIS 3.05 7.50% 15.15% 25000 762 819 880 946 1017 1093 1175 1264 1358 1460 1570
SJM 2.53 8.00% 11.54% 25000 632 682 737 796 859 928 1002 1083 1169 1263 1364
BDCs
ARCC 8.26 1.00% 0.00% 25001 2064 2085 2106 2127 2148 2169 2191 2213 2235 2258 2280
HTGY 6.73 0.00% 0.00% 24999 1683 1683 1683 1683 1683 1683 1683 1683 1683 1683 1683

Total Income 249993 13583 14029 14497 14990 15507 16052 16626 17231 17868 18539 19248

Yield on original dollars   5.43 5.61 5.80 6.00 6.20 6.42 6.65 6.89 7.15 7.42 7.70

Year over year Growth     3.28 3.34 3.40 3.46 3.51 3.57 3.64 3.70 3.76 3.82

The average yield is 5.43 and the average CAGR is 4.30.
Click to enlarge
A mid-80s example - ten years - 250,000

  Current   LTM Div  
Company Yield CAGR Growth Invested Yr 0 Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10
REITs
O 5.22 3.00% 19.64% 24999 1305 1344 1385 1426 1469 1513 1558 1605 1653 1703 1754
OHI 6.11 4.00% 9.09% 24999 1528 1589 1653 1719 1788 1859 1934 2011 2091 2175 2262
MLPs
EPD 4.13 6.00% 6.15% 24998 1032 1094 1160 1229 1303 1381 1464 1552 1645 1744 1849
EEP 7.85 2.00% 0.00% 25001 1963 2002 2042 2083 2125 2167 2211 2255 2300 2346 2393
VNR 8.29 3.50% 3.75% 24999 2072 2145 2220 2297 2378 2461 2547 2636 2729 2824 2923
Bank Preferred
JPM-D 6.40 0.00% 0.00% 25000 1601 1601 1601 1601 1601 1601 1601 1601 1601 1601 1601
USB-O 5.93 0.00% 0.00% 25001 1484 1484 1484 1484 1484 1484 1484 1484 1484 1484 1484
WFC-O 5.76 0.00% 0.00% 25000 1440 1440 1440 1440 1440 1440 1440 1440 1440 1440 1440
BDCs
ARCC 8.26 1.00% 0.00% 25001 2064 2085 2106 2127 2148 2169 2191 2213 2235 2258 2280
HTGY 6.73 0.00% 0.00% 24999 1683 1683 1683 1683 1683 1683 1683 1683 1683 1683 1683

Total Income 249997 16172 16466 16772 17089 17417 17758 18112 18479 18861 19257 19668

Yield on original dollars 6.47 6.59 6.71 6.84 6.97 7.10 7.24 7.39 7.54 7.70 7.87

Year over year Growth     1.82 1.86 1.89 1.92 1.96 1.99 2.03 2.06 2.10 2.13

The average yield is 6.47 and the average CAGR is 1.95.
Click to enlarge