Dividend-Paying Stocks Portfolio
This portfolio consists of 10 dividend-paying stocks that could generate constant money flow in the long term.
Dividend-Paying Stocks PortfolioAsset Allocation
Dividend-Paying Stocks PortfolioPerformance
The chart shows the growth of $10,000 invested in Dividend-Paying Stocks Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $33,962 for a total return of roughly 239.62%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Dividend-Paying Stocks PortfolioReturns
As of Aug 13, 2022, the Dividend-Paying Stocks Portfolio returned -4.66% Year-To-Date and 9.21% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 12.08% | -4.97% | -10.20% | -3.65% | 11.89% | 11.81% |
| Dividend-Paying Stocks Portfolio | 5.10% | 1.42% | -2.89% | -0.62% | 9.39% | 9.80% |
| Portfolio components: | ||||||
PG The Procter & Gamble Company | 1.98% | -5.55% | -8.76% | 5.30% | 12.99% | 11.49% |
MMM 3M Company | 16.93% | -2.80% | -12.59% | -21.75% | -2.86% | 8.14% |
KO The Coca-Cola Company | 1.64% | 5.33% | 9.19% | 15.71% | 10.42% | 8.31% |
WMT Walmart Inc. | 6.18% | -1.68% | -7.53% | -10.12% | 12.54% | 8.48% |
CL Colgate-Palmolive Company | 3.15% | 1.92% | -4.27% | 3.91% | 4.87% | 6.62% |
APD Air Products and Chemicals, Inc. | 16.79% | 8.75% | -9.80% | -0.47% | 16.08% | 16.20% |
IBM International Business Machines Corporation | -2.50% | 2.86% | 3.99% | 3.66% | 4.62% | 0.32% |
KMB Kimberly-Clark Corporation | 0.15% | 5.33% | -3.50% | 4.49% | 5.79% | 9.04% |
EMR Emerson Electric Co. | 13.53% | -6.77% | -2.35% | -12.06% | 11.64% | 8.97% |
JNJ Johnson & Johnson | -6.00% | -1.17% | -2.13% | -2.46% | 7.22% | 12.30% |
| Returns over 1 year are annualized | ||||||
Dividend-Paying Stocks PortfolioDividends
Dividend-Paying Stocks Portfolio granted a 2.95% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.95% | 2.69% | 2.89% | 3.01% | 3.58% | 3.10% | 3.46% | 3.69% | 3.16% | 3.12% | 3.50% | 3.79% | 3.72% |
Dividend-Paying Stocks PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Dividend-Paying Stocks PortfolioWorst Drawdowns
The table below shows the maximum drawdowns of the Dividend-Paying Stocks Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Dividend-Paying Stocks Portfolio is 27.63%, recorded on Mar 23, 2020. It took 96 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.63% | Feb 7, 2020 | 31 | Mar 23, 2020 | 96 | Aug 7, 2020 | 127 |
| -15.83% | Dec 29, 2014 | 166 | Aug 25, 2015 | 143 | Mar 21, 2016 | 309 |
| -15.57% | Jan 29, 2018 | 229 | Dec 24, 2018 | 65 | Mar 29, 2019 | 294 |
| -12.95% | Jul 8, 2011 | 24 | Aug 10, 2011 | 100 | Jan 3, 2012 | 124 |
| -12.56% | Jan 6, 2022 | 113 | Jun 17, 2022 | — | — | — |
| -9.01% | Apr 30, 2010 | 45 | Jul 2, 2010 | 51 | Sep 15, 2010 | 96 |
| -8.26% | Sep 3, 2020 | 39 | Oct 28, 2020 | 13 | Nov 16, 2020 | 52 |
| -7.6% | Aug 17, 2021 | 75 | Dec 1, 2021 | 11 | Dec 16, 2021 | 86 |
| -7.28% | Dec 31, 2013 | 23 | Feb 3, 2014 | 35 | Mar 25, 2014 | 58 |
| -6.84% | Jul 25, 2016 | 74 | Nov 4, 2016 | 67 | Feb 13, 2017 | 141 |
Dividend-Paying Stocks PortfolioVolatility Chart
Current Dividend-Paying Stocks Portfolio volatility is 32.10%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.