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 on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,483 for a total return of roughly 244.83%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Dividend-Paying Stocks PortfolioReturns
As of Jan 19, 2022, the Dividend-Paying Stocks Portfolio returned -1.15% Year-To-Date and 10.93% of annualized return in the last 10 years.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 0.00% | -3.97% | 3.89% | 16.43% | 14.50% | 13.01% |
| Dividend-Paying Stocks Portfolio | 0.00% | -1.15% | 1.41% | 12.40% | 10.58% | 10.93% |
| Portfolio components: | ||||||
PG The Procter & Gamble Company | 0.00% | -4.19% | 8.77% | 24.33% | 14.75% | 12.59% |
MMM 3M Company | 0.00% | 0.37% | -7.30% | 3.28% | 2.43% | 10.39% |
KO The Coca-Cola Company | 0.00% | 2.85% | 8.75% | 25.31% | 11.89% | 9.29% |
WMT Walmart Inc. | 0.00% | -1.50% | -4.67% | -1.64% | 18.17% | 11.23% |
CL Colgate-Palmolive Company | 0.00% | -2.60% | 5.89% | 7.79% | 5.33% | 8.43% |
APD Air Products and Chemicals, Inc. | 0.00% | -5.80% | 6.74% | 12.60% | 18.21% | 15.89% |
IBM International Business Machines Corporation | 0.00% | -0.54% | 2.19% | 20.24% | -0.80% | 0.26% |
KMB Kimberly-Clark Corporation | 0.00% | -1.43% | 3.10% | 11.45% | 4.74% | 10.63% |
EMR Emerson Electric Co. | 0.00% | 3.66% | -4.30% | 15.33% | 12.42% | 9.71% |
JNJ Johnson & Johnson | 0.00% | -2.32% | -5.25% | 3.41% | 10.08% | 13.18% |
| Returns over 1 year are annualized | ||||||
Dividend-Paying Stocks PortfolioDividends
Dividend-Paying Stocks Portfolio granted a 2.48% dividend yield in the last twelve months, as of Jan 19, 2022.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.48% | 2.64% | 2.83% | 2.95% | 3.51% | 3.04% | 3.40% | 3.62% | 3.10% | 3.09% | 3.60% | 3.71% | 3.64% |
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 |
| -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 |
| -6.1% | Feb 22, 2011 | 17 | Mar 16, 2011 | 25 | Apr 20, 2011 | 42 |
Dividend-Paying Stocks PortfolioVolatility Chart
Current Dividend-Paying Stocks Portfolio volatility is 14.45%. 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.