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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
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Price to Annual Dividend Ratio
1-Yr Price Chart
Cisco
1.16 (3.03%)
$116.00
33.02
Coca-Cola
1.48 (3.23%)
$148.00
31.00
Merck
1.92 (3.41%)
$192.00
29.31
Pfizer
1.28 (3.53%)
$128.00
28.30
Verizon
2.36 (4.46%)
$236.00
22.43
Sum Dividends
$820.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Jan-01-2018.


To inspect the performance of the 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 2008.


Puppies of the Dow - Return Results
Portfolio:
Puppies of the Dow
Start date:
Jan-16-2008
Start value:
$10,000
End date:
Jan-16-2018
End value:
$21,700
Number prices
121
Minimum value occurred on Feb-28-2009
$6,419
Maximum value occurred on Jan-31-2018
$21,700
Total gain or loss (Start date to End date)
117.00%
Annualized gain or loss (Start date to End date)
8.06%
Total dollar value on End date of a $10,000 purchase made on Start date
$21,700
Average percent return for all possible buy/sell combinations
49.60%
Number returns
7,260
Number profitable returns (Winners)
6,712
Percent profitable returns
92.45%
Number unprofitable returns (Losers)
548
Percent unprofitable returns
7.55%
Winners to losers ratio
12.25
Stock Return Calculator


Click chart to enlarge it.



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