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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
Recent Dividends
1-Yr Price Chart
Abbott Laboratories
1.06 (2.23%)
AbbVie
2.56 (3.63%)
Becton Dickinson
2.92 (1.52%)
Cardinal Health
1.85 (2.45%)
Hormel Foods
0.68 (1.96%)
Johnson & Johnson
3.36 (2.53%)
Target
2.40 (4.15%)
VF Corp
1.68 (2.97%)
Walgreen Company
1.50 (1.81%)
Wal-Mart
2.04 (2.55%)
Dividend yield data from Yahoo! Finance as of Jun-17-2017. Price and dividend data from Quandl.


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 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 quarterly price for the current date in 2007. 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:
Jun-24-2007
Start value:
$10,000
End date:
Jun-24-2017
End value:
$26,003
Number prices
41
Minimum value occurred on Mar-31-2009
$7,815
Maximum value occurred on Jun-30-2017
$26,003
Total gain or loss (Start date to End date)
160.03%
Annualized gain or loss (Start date to End date)
236.03%
Total dollar value on End date of a $10,000 purchase made on Start date
$26,003
Average percent return for all possible buy/sell combinations
64.51%
Number returns
820
Number profitable returns (Winners)
716
Percent profitable returns
87.32%
Number unprofitable returns (Losers)
104
Percent unprofitable returns
12.68%
Winners to losers ratio
6.88
Portfolio Value Chart     Stock Return Calculator


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