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Portfolio of Puppies of the Dow

Here is a table of 5 puppies of the Dow Jones Industrial Average (DJIA).

Puppies of the Dow
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
Cisco
1.16 (3.64%)
Coca-Cola
1.48 (3.30%)
Merck
1.88 (3.00%)
Pfizer
1.28 (3.81%)
Verizon
2.31 (5.22%)
Dividend yield data from Yahoo! Finance as of Jul-22-2017. Price and dividend data from Quandl.


To inspect the performance of the Puppies of the Dow portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

All 5 stocks are included in the portfolio computations. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2007.


Puppies of the Dow - Return Results
Portfolio:
Puppies of the Dow
Start date:
Jul-27-2007
Start value:
$10,000
End date:
Jul-27-2017
End value:
$18,221
Number prices
41
Minimum value occurred on Mar-31-2009
$6,455
Maximum value occurred on Sep-30-2017
$18,221
Total gain or loss (Start date to End date)
82.21%
Annualized gain or loss (Start date to End date)
6.03%
Total dollar value on End date of a $10,000 purchase made on Start date
$18,221
Average percent return for all possible buy/sell combinations
44.46%
Number returns
820
Number profitable returns (Winners)
709
Percent profitable returns
86.46%
Number unprofitable returns (Losers)
111
Percent unprofitable returns
13.54%
Winners to losers ratio
6.39
See Multiyear Chart of Monthly Portfolio Values


Related Articles

Portfolio of Dogs of the Dow
Portfolio of Dow Jones Industrial Average Stocks (A-Z)


Posted June 18, 2017.