Custom Search


Portfolio of Socially Responsible Investing (SRI) Dividend-Paying Stocks

The following table includes 23 socially responsible dividend-paying stocks. Many of the stocks are found in 25 Top Ranked Socially Responsible Dividend Stocks.

Socially Responsible Dividend-Paying Stocks
Stock
Price Quote & Dividend
1-Yr Price Chart
3M Company
AFLAC
Cisco Systems
CME Group
CSX Corp.
Deere & Company
Eaton Corporation
HCP
Illinois Tool Works
International Business Machines
Kimberly-Clark
Marathon Petroleum
McDonald's
Merck
Microsoft
PepsiCo
PNC Financial
Procter & Gamble
Travelers
U.S. Bancorp
United Parcel Service
Verizon Communications
Weyerhaeuser
Price and dividend data from Quandl.


To inspect the performance of the Socially Responsible Dividend-Paying Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

All 23 are included in the portfolio computations. The current value of the portfolio assumes that $434.78 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008.


Socially Responsible Dividend-Paying Stocks - Return Results
Portfolio:
Socially Responsible Dividend-Paying Stocks
Start date:
Feb-21-2008
Start value:
$10,000
End date:
Feb-21-2018
End value:
$24,384
Number prices
81
Minimum value occurred on Sep-30-2011
$8,715
Maximum value occurred on Jan-31-2018
$25,480
Total gain or loss (Start date to End date)
143.84%
Annualized gain or loss (Start date to End date)
9.32%
Total dollar value on End date of a $10,000 purchase made on Start date
$24,384
Average percent return for all possible buy/sell combinations
36.84%
Number returns
3,240
Number profitable returns (Winners)
3,048
Percent profitable returns
94.07%
Number unprofitable returns (Losers)
192
Percent unprofitable returns
5.93%
Winners to losers ratio
15.88
Stock Return Calculator





Related Articles

ESG Exchange-Traded Funds (ETFs)
Portfolio of ESG Stocks
Portfolio of Impact Investing Stocks
Portfolio of Socially Responsible Investing (SRI) Dividend Aristocrats
Portfolio of Socially Responsible Investing (SRI) Stocks
Portfolio of Sustainable Investing Stocks
Socially Responsible Investing (SRI) Exchange-Traded Funds (ETFs)