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Dividend-Paying Stocks Portfolio

This portfolio consists of 10 dividend-paying stocks that could generate constant money flow in the long term.

Expense Ratio

Rank 4 of 53

0.00%
0.00%0.94%
Dividend Yield

Rank 5 of 53

2.48%
0.00%3.07%
10Y Annualized Return

Rank 17 of 53

10.93%
4.27%32.63%
Sharpe Ratio

Rank 14 of 53

1.15
-0.271.84
Maximum Drawdown

Rank 31 of 53

-27.63%
-38.24%-8.85%

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 Portfolio
Benchmark (S&P 500)
Portfolio components

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.


1MYTD6M1Y5Y10Y
Benchmark0.00%-3.97%3.89%16.43%14.50%13.01%
Dividend-Paying Stocks Portfolio0.00%-1.15%1.41%12.40%10.58%10.93%
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%

Dividend-Paying Stocks PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Dividend-Paying Stocks Portfolio Sharpe ratio is 1.15. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


Dividend-Paying Stocks Portfolio
Benchmark (S&P 500)
Portfolio components

Dividend-Paying Stocks PortfolioDividends

Dividend-Paying Stocks Portfolio granted a 2.48% dividend yield in the last twelve months, as of Jan 19, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

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 Portfolio
Benchmark (S&P 500)
Portfolio components

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, 202031Mar 23, 202096Aug 7, 2020127
-15.83%Dec 29, 2014166Aug 25, 2015143Mar 21, 2016309
-15.57%Jan 29, 2018229Dec 24, 201865Mar 29, 2019294
-12.95%Jul 8, 201124Aug 10, 2011100Jan 3, 2012124
-9.01%Apr 30, 201045Jul 2, 201051Sep 15, 201096
-8.26%Sep 3, 202039Oct 28, 202013Nov 16, 202052
-7.6%Aug 17, 202175Dec 1, 202111Dec 16, 202186
-7.28%Dec 31, 201323Feb 3, 201435Mar 25, 201458
-6.84%Jul 25, 201674Nov 4, 201667Feb 13, 2017141
-6.1%Feb 22, 201117Mar 16, 201125Apr 20, 201142

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.


Dividend-Paying Stocks Portfolio
Benchmark (S&P 500)
Portfolio components

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