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 $34,978 for a total return of roughly 249.78%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Dividend-Paying Stocks PortfolioReturns
As of Nov 30, 2022, the Dividend-Paying Stocks Portfolio returned -1.22% Year-To-Date and 9.52% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.22% | -16.96% | -14.99% | 8.39% | 10.84% |
| Dividend-Paying Stocks Portfolio | 6.24% | 4.59% | -0.17% | 6.33% | 8.24% | 10.01% |
| Portfolio components: | ||||||
PG The Procter & Gamble Company | 7.59% | -0.28% | -8.86% | 0.05% | 13.14% | 10.83% |
MMM 3M Company | 0.80% | -13.65% | -25.98% | -25.39% | -9.31% | 6.38% |
KO The Coca-Cola Company | 2.11% | -0.69% | 7.12% | 17.11% | 9.57% | 8.34% |
WMT Walmart Inc. | 7.34% | 19.44% | 6.98% | 8.96% | 11.56% | 10.28% |
CL Colgate-Palmolive Company | 1.78% | -2.38% | -8.82% | 0.13% | 3.39% | 5.84% |
APD Air Products and Chemicals, Inc. | 18.76% | 24.45% | 1.33% | 6.35% | 15.86% | 17.56% |
IBM International Business Machines Corporation | 7.02% | 8.11% | 15.03% | 29.75% | 4.81% | 1.76% |
KMB Kimberly-Clark Corporation | 7.15% | 1.93% | -4.28% | 2.16% | 5.61% | 8.40% |
EMR Emerson Electric Co. | 8.53% | 7.62% | 3.82% | 6.23% | 10.69% | 9.66% |
JNJ Johnson & Johnson | 1.35% | -0.62% | 5.64% | 13.12% | 7.61% | 12.75% |
| Returns over 1 year are annualized | ||||||
Dividend-Paying Stocks PortfolioDividends
Dividend-Paying Stocks Portfolio granted a 2.94% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.94% | 2.72% | 2.92% | 3.04% | 3.62% | 3.13% | 3.50% | 3.72% | 3.18% | 3.19% | 3.72% | 3.83% | 3.76% |
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 |
| -17.01% | Jan 6, 2022 | 190 | Oct 7, 2022 | 34 | Nov 25, 2022 | 224 |
| -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 |
| -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 26.80%. 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.