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Portfolio of Low Volatility Stocks

The following table includes 12 low volatility (safe haven) stocks.

Low Volatility Stocks
Stock
Quote
Dividend & Dividend Yield
1-Year Price Chart
3M
4.70 (2.47)%
Allstate
1.36 (1.67)%
AT&T
1.96 (4.71)%
Automatic Data Processing
2.28 (2.24)%
BD
2.92 (1.58)%
Coca-Cola
1.48 (3.44)%
Johnson & Johnson
3.20 (2.55)%
PepsiCo
3.01 (2.69)%
Proctor & Gamble
2.76 (3.05)%
Verizon
2.31 (4.73)%
Visa
0.66 (0.73)%
Waste Management
1.70 (2.34)%
Dividend data from Yahoo! Finance as of Apr-22-2017. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Low Volatility Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

All 12 stocks are included in the portfolio computations. The current value of the portfolio assumes that $833.33 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007.


Low Volatility Stocks - Return Results
Portfolio:
Low Volatility Stocks
Start date:
Mar-17-2008
Start value:
$10,000
End date:
Apr-24-2017
End value:
$27,113
Number prices
475
Minimum value occurred on Mar-02-2009
$6,799
Maximum value occurred on Mar-13-2017
$27,450
Total gain or loss (Start date to End date)
171.13%
Annualized gain or loss (Start date to End date)
11.54%
Total dollar value on End date of a $10,000 purchase made on Start date
$27,113
Average percent return for all possible buy/sell combinations
61.16%
Number returns
112,575
Number profitable returns (Winners)
105,973
Percent profitable returns
94.14%
Number unprofitable returns (Losers)
6,602
Percent unprofitable returns
5.86%
Winners to losers ratio
16.05
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Low Volatility Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.


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