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Portfolio of Top Ten Dividend Aristocrats

The following table includes 10 Dividend Aristocrats discussed in The Top 10 Dividend Aristocrats. See Sure Dividend for more information about dividend-paying stocks.

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
AbbVie
2.56 (2.65%)
$256.00
37.78
Becton Dickinson
3.00 (1.40%)
$300.00
71.35
Cardinal Health
1.85 (3.02%)
$185.00
33.15
Hormel Foods
0.68 (1.87%)
$68.00
53.51
Johnson & Johnson
3.36 (2.40%)
$336.00
41.58
Target
2.48 (3.80%)
$248.00
26.31
VF Corp
1.84 (2.49%)
$184.00
40.22
Walgreens Boots Alliance
1.60 (2.20%)
$160.00
45.39
Wal-Mart
2.04 (2.07%)
$204.00
48.41
Sum Dividends
$2,047.00
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.

The 9 included in the portfolio computations are: ABT, BDX, CAH, HRL, JNJ, TGT, VFC, WBA and WMT. The current value of the portfolio assumes that $1,111.11 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. ABBV was excluded from the portfolio computations because of insufficient price data.


Low Volatility Dividend Aristocrats - Return Results
Portfolio:
Low Volatility Dividend Aristocrats
Start date:
Jan-16-2008
Start value:
$10,000
End date:
Jan-16-2018
End value:
$30,610
Number prices
121
Minimum value occurred on Feb-28-2009
$7,448
Maximum value occurred on Jan-31-2018
$30,610
Total gain or loss (Start date to End date)
206.10%
Annualized gain or loss (Start date to End date)
11.84%
Total dollar value on End date of a $10,000 purchase made on Start date
$30,610
Average percent return for all possible buy/sell combinations
71.20%
Number returns
7,260
Number profitable returns (Winners)
6,700
Percent profitable returns
92.29%
Number unprofitable returns (Losers)
560
Percent unprofitable returns
7.71%
Winners to losers ratio
11.96
Stock Return Calculator


Click chart to enlarge it.



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