Dividend-Paying Stocks Portfolio
This portfolio consists of 10 dividend-paying stocks that could generate constant money flow during 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 $32,896 for a total return of roughly 228.96%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Dividend-Paying Stocks PortfolioReturns
As of Sep 18, 2021, the Dividend-Paying Stocks Portfolio returned 4.68% Year-To-Date and 11.23% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Dividend-Paying Stocks Portfolio | -4.93% | 5.41% | 4.68% | 9.28% | 10.68% | 11.23% |
| Portfolio components: | ||||||
PG The Procter & Gamble Company | -0.37% | 13.58% | 5.69% | 7.39% | 13.63% | 11.87% |
MMM 3M Company | -8.36% | -3.55% | 6.26% | 10.52% | 3.77% | 11.69% |
KO The Coca-Cola Company | -4.24% | 9.28% | 1.61% | 10.58% | 8.76% | 7.77% |
WMT Walmart Inc. | -3.96% | 12.17% | 1.59% | 7.87% | 17.15% | 13.31% |
CL Colgate-Palmolive Company | -4.75% | 1.32% | -9.36% | 1.33% | 3.55% | 7.49% |
APD Air Products and Chemicals, Inc. | -6.96% | -1.65% | -3.15% | -11.68% | 16.95% | 16.16% |
IBM International Business Machines Corporation | -5.05% | 6.35% | 11.35% | 14.47% | 1.94% | 1.03% |
KMB Kimberly-Clark Corporation | -2.11% | 3.83% | 2.86% | -5.40% | 5.47% | 10.84% |
EMR Emerson Electric Co. | -6.09% | 8.94% | 21.98% | 43.72% | 16.92% | 11.15% |
JNJ Johnson & Johnson | -7.66% | 3.92% | 6.62% | 13.86% | 9.73% | 13.10% |
| Returns over 1 year are annualized | ||||||
Dividend-Paying Stocks PortfolioDividends
Dividend-Paying Stocks Portfolio granted a 2.74% dividend yield in the last twelve months, as of Sep 18, 2021.
| Period | TTM | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.74% | 2.75% | 2.77% | 3.20% | 2.69% | 2.93% | 3.03% | 2.51% | 2.47% | 2.80% | 2.80% | 2.66% |
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 |
| -7.28% | 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 |
| -6% | May 20, 2013 | 23 | Jun 20, 2013 | 22 | Jul 23, 2013 | 45 |
Dividend-Paying Stocks PortfolioVolatility Chart
Current Dividend-Paying Stocks Portfolio volatility is 9.10%. 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.