I will compare the portfolio to the S&P 500 since March 1st, 2012 to May 31st, 2015 and I will also show how each individual stock has performed. Total returns will include both dividends reinvested and price appreciation.
The 12 Dividend Stocks:
BHP Billiton (BBL): $40.80, Total return for period was -26%.
Balchem (BCPC): $58.49, Total return for period was 110.3%.
Digital Realty Trust (DLR): $64.35, Total return for period was 7.5%.
W.W. Grainger (GWW): $241.10, Total return for period was 22%.
Intel (INTC): $31.84, Total return for period was 43%.
Johnson & Johnson (JNJ): $98.59, Total return for period was 69.9%.
MasterCard (MA): $92.62, Total return for period was 123%.
Microsoft (MSFT): $46.14, Total return for period was 61.8%.
Starbucks (SBUX): $52.16**, Total return for period was 124.1%.
T. Rowe Price (TROW): $79.22, Total return for period was 44%.
Union Pacific (UNP): $102.28, Total return for period was 95%.
Exxon Mobil (XOM): $84.28, Total return for period was 7.8%.
The total return of the dividend portfolio was 56.9%
The total return of the S&P 500 was 64.6%
** Split adjusted
There you have it. This dividend portfolio is seriously showing some under-performance against the S&P 500, hopefully things will change once the laggards start to catch up to the overall market. On the plus side all the stocks in this portfolio have a history of raising their dividends.
Special note: I have been questioned many times from my followers and readers on how exactly can a small investor invest in a group of individual stocks when the prices of the shares are so high. The simple solution is to use the investment services of Motif Investing, where a small investor can create their own portfolio of up to 30 stocks with a minimum investment of $250.
Subscribe to Access Not Denied! by Email
No comments:
Post a Comment