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Portfolio of Low Volatility Dividend Aristocrats

The following table includes 15 low volatility Dividend Aristocrats. See Top 15 Low-Volatility Dividend Aristocrats from Sure Dividend for more information.

Low Volatility Dividend Aristocrats
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Abbott Laboratories
1.06 (1.93%)
$106.00
51.70
Becton Dickinson
2.92 (1.33%)
$292.00
75.08
C.R. Bard
1.04 (0.31%)
$104.00
319.13
Clorox
3.36 (2.54%)
$336.00
39.30
Coca-Cola
1.48 (3.18%)
$148.00
31.45
Colgate-Palmolive
1.60 (2.19%)
$160.00
45.76
Consolidated Edison
2.76 (3.17%)
$276.00
31.59
Hormel Foods
0.68 (2.10%)
$68.00
47.54
Johnson & Johnson
3.36 (2.41%)
$336.00
41.54
Kimberly-Clark
3.88 (3.40%)
$388.00
29.42
McCormick & Co. 
1.88 (1.94%)
$188.00
51.55
McDonald’s
3.76 (2.27%)
$376.00
44.04
PepsiCo
3.22 (2.86%)
$322.00
35.02
Procter & Gamble
2.76 (3.13%)
$276.00
31.94
Wal-Mart
2.04 (2.24%)
$204.00
44.57
Sum Dividends
$3,580.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Nov-12-2017.


To inspect the performance of the Low Volatility Dividend Aristocrats portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

All 15 are included in the portfolio computations. The current value of the portfolio assumes that $666.67 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007.


Low Volatility Dividend Aristocrats - Return Results
Portfolio:
Low Volatility Dividend Aristocrats
Start date:
Nov-19-2007
Start value:
$10,000
End date:
Nov-19-2017
End value:
$27,886
Number prices
41
Minimum value occurred on Mar-31-2009
$8,211
Maximum value occurred on Dec-31-2017
$27,886
Total gain or loss (Start date to End date)
178.86%
Annualized gain or loss (Start date to End date)
267.17%
Total dollar value on End date of a $10,000 purchase made on Start date
$27,886
Average percent return for all possible buy/sell combinations
57.06%
Number returns
820
Number profitable returns (Winners)
741
Percent profitable returns
90.37%
Number unprofitable returns (Losers)
79
Percent unprofitable returns
9.63%
Winners to losers ratio
9.38
Stock Return Calculator


Click chart to enlarge it.



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