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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
Annual Dividend 100 Shares
1-Yr Price Chart
Cisco
1.16 (3.60%)
$116.00
Coca-Cola
1.48 (3.16%)
$148.00
Merck
1.88 (2.87%)
$188.00
Pfizer
1.28 (3.65%)
$128.00
Verizon
2.36 (4.99%)
$236.00
Sum Dividends
$816.00
Dividend yield data from Yahoo! Finance as of Sep-16-2017. 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 for from Quandl.

All 5 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 weekly price for the current date in 2007.


Puppies of the Dow - Return Results
Portfolio:
Puppies of the Dow
Start date:
Sep-19-2007
Start value:
$10,000
End date:
Sep-19-2017
End value:
$18,863
Number prices
41
Minimum value occurred on Mar-31-2009
$6,455
Maximum value occurred on Sep-30-2017
$18,863
Total gain or loss (Start date to End date)
88.63%
Annualized gain or loss (Start date to End date)
123.65%
Total dollar value on End date of a $10,000 purchase made on Start date
$18,863
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
Stock Return Calculator


Click chart to enlarge it.



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


Posted June 18, 2017.