HOUSE OF DIVIDENDS
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Best Dividend Stocks to buy in September 2023

In this series of articles called “Monthly buying sessions” I will show you how I make my investment decisions every month taking no more than 10 min a month.  I will provide full transparency of my stock picks and show you real portfolio performance.

Live off Dividends calculator for retirement

This is something I always wanted to see when I was initiating into stock investing, but haven´t actually seen anyone doing on the web.  Professional investors usually like to give recommendations and sound like experts, but will never tell you when the outcome is not as expected.

I will call this new portfolio as HOD public portfolio with the objective to share with you the way I take decisions on my own investments and the method I use to pick the best stocks every month.  

This may be especially good for those that find it hard to give their first steps into the stock market and those who simple want to learn more and read different perspectives.

 

Assumptions

  • I will invest $1,000 every month in Dividend Aristocrats stocks 
  • All dividends will be reinvested (Never use the automatic reinvestment tool offered by brokers)
  • I will buy the best stock each month, except for diversification constrains once the portfolio starts to grow (we don´t want to concentrate too much risk in a few stocks)

Target companies aligned with my investment will meet below conditions: 

  • Pay interesting dividends yields (>3% depending on current market conditions)
  • Have decent dividend growth ratios (ideally above inflation) and had been incrementing dividends for at least 25 consecutive years (All dividend aristocrats meet this last condition)
  • Companies with reasonable payout ratios, since I focus on long term investments.  Companies with high payouts are more likely to cut dividends that those with a reasonable one.  (With exceptions, depending on the business sector, reasonable payouts are below 65%)
  • Healthy business model.  I won´t invest in companies with high debt ratios, nor companies with decreasing sales or profit margins.  I will also avoid companies with known relevant legal issues until potential contingencies are cleared

 

Analysis

To start my research I will reference to the dividend aristocrats section of my website https://houseofdividends.com/dividend-aristocrats-updated-list/ , where you will find entire list of 2023 Dividend Aristocrat with updated ratios

This is a great starting point since you have an updated list of dividend aristocrats, that includes several ratios I use for my analysis.

Looking at the 10 stocks with higher expected returns according to the analysts

10 dividend aristocrats stocks with higher expected return September 2023
At a first glance you may be tempted to buy WBA with an impressive yield of 8,73% and a very reasonable payout of 38,21%.  However if you deep dive, you will notice this yield is not driven by dividend increases, but company stocks are collapsing for some time now.
Dividend Aristocrats to avoid in 2023 - WBA walgreens sock crashing
Check my post where I explain the reasons why WBA dividends may be at risk here. 


If we focus on those with a dividend yield above 3% as per my investment objectives, we find: Target, Realty Home & Coca Cola.

All these 3 stocks meet my objectives.  However Coca Cola is the one with the higher ROE, indicating their business is making profits, while Target and Realty Investments are not in a great momentum 

Target seems to be going thru a negative trend for their stock price for some years now. 

Dividend aristocrat TARGET stock suffering in 2023
 

Target & Coca Cola have lower yields than Realty Income Corporation, but Realty Income is also going thru a negative trend YTD, mainly driven by higher capital cost, with the addition that their payout rate is above 200%

 

Coca Cola is not having a great year though, but the business remains strong with one of the highest ROE ratios with ups and downs.

Conclusion

 I will buy 18 shares of Coca Cola (KO) at $55.32 this month, making a total of $995.76.

Happy investments and see you for next month buying session!

 

Note for enthusiastic:

There are other tools that I have developed for myself that I do use to facilitate and speed up my stock picking process covering many other ratios and indicators I didn´t mention in this simplified analysis.  Some of those are currently being enhanced and adapted to make it available to you on this website.  If you like this article or are interested in receiving a notification when new tools or content is available register to our newsletter at the bottom of this page (I don´t spam). 

 

Disclaimer: The information provided in this article is for educational purposes only and should not be considered as investment advice. Always conduct thorough research and consult with a financial advisor before making any investment decisions.

1 thought on “Monthly stock buying session | September 2023”

  1. Pingback: Dividend Cut: Walgreens (WBA) | Houseofdividends.com

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