National Grid plc (ADR) (NGG), Vodafone Group Plc (ADR) (VOD), Annaly Capital Management, Inc. (NLY): The World’s Best Dividend Portfolio

The low implied valuation on Vodafone Group Plc (ADR) (NASDAQ:VOD)’s 45% stake in Verizon Wireless encouraged me to pick up call options in my Special Situations portfolio. If Verizon Communications Inc. (NYSE:VZ) buys out Vodafone, as I think will happen, those calls could rapidly appreciate.

And some continue to speculate that AT&T Inc. (NYSE:T) may tag-team with Verizon for a complete buyout of Vodafone. That speculation suggests AT&T Inc. (NYSE:T) would get Vodafone Group Plc (ADR) (NASDAQ:VOD)’s international operations.

Dividends and earnings announcements
Here is the recent news:

Dividend news:

Ryman went ex-dividend on June 26 and paid out $0.50 per share on July 14.

Philip Morris went ex-dividend on June 25 and paid out $0.85 per share on July 11.

Sprott went ex-dividend on July 26 and pays out $0.035 per share on August 15.

All that, of course, means more money coming into our pockets.

It’s fun to sit back and get paid, and with the market volatility, we might have a good chance to reinvest those dividends at good prices. Europe continues to be an absolute mess, and continued bad news will likely have stocks plunging again, and if they do, I’ll be inclined to pick more shares up.

Foolish bottom line
I’ve been a fan of big dividends for a while, and I think this portfolio will outperform the market over time through the power of dividends. As I promised in the original article, I’ll continue to track and report on the portfolio’s progress, including news on these companies.

The article The World’s Best Dividend Portfolio originally appeared on Fool.com and is written by Jim Royal .

Jim Royal, Ph.D., owns shares of the 12 portfolio stocks mentioned in the table. The Motley Fool recommends Brookfield Infrastructure, Exelon, National Grid, Retail Opportunity Investments, Seaspan, Southern, and Vodafone. The Motley Fool owns shares of Gramercy Property, Brookfield Infrastructure, Philip Morris, Retail Opportunity Investments, Ryman Hospitality, Sprott, and Seaspan.

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