No. of Recommendations: 3
I'm pretty much a do-nothing holder of DGR stocks. But, I recently rotated out of VTR after doing my semi-annual spdsheet update and review at dividend growth rates. I'm been on track a number of years now to my goal of 7%/year income growth (it was 10% last 12 months). VTR has not contributed much to that income growth but I did some some nice capital growth.

At current VTR pricing and dividend growth rate it doesn't really fit my expected holdings profile. Maybe I'll regret selling it a little like I have since trimming "O" and MCD 50% a couple years back when I thought they got richly valued. <shrug>

Usually the less I do, the better I do long term. Heh.

VTR just hasn't been up to my Chowder number minimum for quite a while and doesn't look like it will be anytime soon. Maybe I'm wrong and they're repositioning themselves to start growing divi again.
Anyway I've let it ride as a quality holding inspite of low DGR but finally trimmed it based on the failure to meet my Chowder number and the current valuation being IMHO rich. I decided to rotate that position to cash and look for a REIT of similar quality with better DGR prospects.
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