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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 7 of 53

0.00%
0.00%0.94%
Dividend Yield

Rank 4 of 53

3.07%
0.00%3.85%
10Y Annualized Return

Rank 17 of 53

10.02%
3.31%30.09%
Sharpe Ratio

Rank 9 of 53

-0.40
-1.900.40
Maximum Drawdown

Rank 30 of 53

-27.63%
-48.20%-10.28%

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 $31,917 for a total return of roughly 219.17%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Dividend-Paying Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Dividend-Paying Stocks PortfolioReturns

As of May 20, 2022, the Dividend-Paying Stocks Portfolio returned -8.89% Year-To-Date and 10.02% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-11.18%-18.16%-16.80%-5.50%10.38%11.67%
Dividend-Paying Stocks Portfolio-5.60%-8.89%-4.26%-5.10%8.21%10.02%
PG
The Procter & Gamble Company
-9.27%-11.98%-2.61%6.41%13.54%11.63%
MMM
3M Company
0.53%-16.47%-18.41%-25.21%-2.75%8.74%
KO
The Coca-Cola Company
-6.89%2.11%8.98%13.82%9.96%8.30%
WMT
Walmart Inc.
-23.34%-16.21%-15.14%-14.81%10.71%9.11%
CL
Colgate-Palmolive Company
-5.56%-10.98%-2.07%-7.54%2.46%6.70%
APD
Air Products and Chemicals, Inc.
-4.79%-22.04%-20.90%-20.06%12.98%15.47%
IBM
International Business Machines Corporation
4.01%-0.63%12.50%-0.96%2.49%0.08%
KMB
Kimberly-Clark Corporation
3.27%-8.89%-2.31%0.45%3.63%9.01%
EMR
Emerson Electric Co.
-10.80%-9.07%-10.66%-9.66%9.97%9.33%
JNJ
Johnson & Johnson
-2.09%2.33%7.91%4.64%9.34%13.79%

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 -0.40. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


Dividend-Paying Stocks Portfolio
Benchmark (^GSPC)
Portfolio components

Dividend-Paying Stocks PortfolioDividends

Dividend-Paying Stocks Portfolio granted a 3.07% dividend yield in the last twelve months, as of May 20, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

3.07%1.89%2.87%2.98%3.55%3.07%3.44%3.66%3.13%3.14%3.66%3.77%3.71%

Dividend-Paying Stocks PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


Dividend-Paying Stocks Portfolio
Benchmark (^GSPC)
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
-15.82%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
-10.99%Jan 6, 202245Mar 11, 2022
-9%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

Dividend-Paying Stocks PortfolioVolatility Chart

Current Dividend-Paying Stocks Portfolio volatility is 23.41%. 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 (^GSPC)
Portfolio components

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