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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 (1.86%)
$106.00
53.84
Becton Dickinson
3.00 (1.40%)
$300.00
71.35
C.R. Bard
1.04 (0.31%)
$104.00
318.50
Clorox
3.36 (2.26%)
$336.00
44.27
Coca-Cola
1.48 (3.23%)
$148.00
31.00
Colgate-Palmolive
1.60 (2.12%)
$160.00
47.16
Consolidated Edison
2.76 (3.25%)
$276.00
30.78
Hormel Foods
0.68 (1.87%)
$68.00
53.51
Johnson & Johnson
3.36 (2.40%)
$336.00
41.58
Kimberly-Clark
3.88 (3.22%)
$388.00
31.10
McCormick & Co. 
2.08 (2.04%)
$208.00
49.00
McDonald’s
4.04 (2.35%)
$404.00
42.60
PepsiCo
3.22 (2.69%)
$322.00
37.24
Procter & Gamble
2.76 (3.00%)
$276.00
33.29
Wal-Mart
2.04 (2.07%)
$204.00
48.41
Sum Dividends
$3,636.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Jan-01-2018.


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 2008.


Low Volatility Dividend Aristocrats - Return Results
Portfolio:
Low Volatility Dividend Aristocrats
Start date:
Jan-17-2008
Start value:
$10,000
End date:
Jan-17-2018
End value:
$30,029
Number prices
120
Minimum value occurred on Feb-28-2009
$8,393
Maximum value occurred on Dec-31-2017
$30,226
Total gain or loss (Start date to End date)
200.29%
Annualized gain or loss (Start date to End date)
11.62%
Total dollar value on End date of a $10,000 purchase made on Start date
$30,029
Average percent return for all possible buy/sell combinations
59.74%
Number returns
7,140
Number profitable returns (Winners)
6,748
Percent profitable returns
94.51%
Number unprofitable returns (Losers)
392
Percent unprofitable returns
5.49%
Winners to losers ratio
17.21
Stock Return Calculator


Click chart to enlarge it.



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