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 $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 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.
| 1M | YTD | 6M | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| 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% |
| Portfolio components: | ||||||
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% |
| Returns over 1 year are annualized | ||||||
Dividend-Paying Stocks PortfolioDividends
Dividend-Paying Stocks Portfolio granted a 3.07% dividend yield in the last twelve months, as of May 20, 2022.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 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 |
| -15.82% | 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 |
| -10.99% | Jan 6, 2022 | 45 | Mar 11, 2022 | — | — | — |
| -9% | 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 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.