5th position - Wisconsin Energy Corporation

I want to diversify my portfolio to various sectors so now its time for energy. This utilities sector one of my favorites because of stability it has to offer. My pick - Wisconsin Energy Corporation (WEC). This company principal business is providing electric and natural gas service to customers in areas of Wisconsin and the Upper Peninsula of Michigan. Company show great earning grow rate years after years, EPS for last 4 years looks quite impressive for utility company:
2009 - 1.59
2010 - 1.92
2011 - 2.18
2012 - 2.35

Their dividend payout looks healthy at ratio around 50%. Last 5 years dividends increase rate around 21% per year! Here is dividends since 2009:

2009 - 0.68
2010 - 0.80
2011 - 1.04
2012 - 1.20

Company is paying increasing dividends since 1987 and in 2013 they already increased them by 26% .

Bought 77 shares of this company for 42.40$ with yield of 3.63%

Bought two REITs

REITs are one way you can invest in real estate and enjoy a good level of liquidity.

I pick two of them to have some diversity. One of them is Ventas Inc (VTR) - It is a real estate investment trust with a geographically diverse portfolio of seniors housing and health care properties throughout the United States and Canada. Company owns 1,378 properties located in 46 states, the District of Columbia and two Canadian provinces, consisting of 678 seniors housing communities; 396 skilled nursing facilities; 47 hospitals; 249 medical office buildings.

My second choice is Realty Income Corp (O) - This company is engaged in acquiring and owning freestanding retail and other properties that generate rental revenue under long-term lease agreements (primarily 10 to 20 years).They owns a diversified portfolio of 2,634 properties with an occupancy rate of 96.7%, or 2,547 properties leased and only 87 properties available for lease. It leased properties to 136 different retail and other commercial enterprises doing business in 38 separate industries. It properties are located in 49 states. This company paying dividends monthly !

Bought 30 shares of VTR - dividend yield 4.1% & 56 shares of O - dividend yield 5.4%

3% dividend yield with 10% grow or 5% with 5% grow Which one would you go for?

Just out of curiosity I made a table with results to see how such investments looks.  Lets say company "A" with yield - 3% and 10% dividend grow rate per year vs company "B" with dividend yield 5% and 5% dividend grow rate per year.Depreciation or appreciation are excluded and all dividends being reinvested.Yields are based at yield on cost.
Lets see what happens:

Company "A" value   Yield        Year      Yield     Company "B" value
          1000$               3%            0         5%             1000$
          1030$               3.3%         1         5.25%        1050$
          1063$               3.63%       2         5.51%        1105$
          1102$               3.99%       3         5.78%        1166$
          1146$               4.39%       4         6.07%        1233$
          1196$               4.83%       5         6.38%        1308$
          1254$               5.31%       6         6.7%          1391$
          1321$               5.84%       7         7.03%        1484$
          1398$               6.43%       8         7.38%        1589$
          1488$               7.07%       9         7.75%        1706$
          1593$               7.78%       10       8.14%        1838$
          1717$               8.55%       11       8.55%        1988$
          1864$               9.41%       12       8.97%        2158$
          2040$              10.35%      13       9.42%        2352$
          2251$              11.39%      14       9.89%        2579$
          2507$              12.53%      15       10.39%      2828$
          2821$              13.78%      16       10.91%      3122$
          3209$              15.16%      17       11.46%      3462$
          3696$              16.67%      18       12.03%      3859$
          4312$              18.34%      19       12.63%      4324$
          5103$              20.17%      20       13.26%      4870$

As you can see it took 20 years for Company "A" to reach the higher value than company "B".
What are  your thoughts about this? where would you invest? is it worth to wait 20 years and invest in Company "A"?.

Interesting fact: Yields became the same after 11 years