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Portfolio of Low Volatility Stocks

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

Low Volatility Stocks
Stock
Quote
Annual Dividend & Yield
Recent Dividends
1-Yr Price Chart
3M
4.70 (2.24%)
Allstate
1.48 (1.67%)
AT&T
1.96 (5.06%)
Automatic Data Processing
2.28 (2.25%)
BD
2.92 (1.52%)
Coca-Cola
1.48 (3.27%)
Johnson & Johnson
3.36 (2.53%)
PepsiCo
3.22 (2.75%)
Proctor & Gamble
2.76 (3.12%)
Verizon
2.31 (4.95%)
Visa
0.66 (0.69%)
Waste Management
1.70 (2.32%)
Dividend yield data from Yahoo! Finance as of Jun-17-2017. Price and dividend data from Quandl.


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

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


Low Volatility Stocks - Return Results
Portfolio:
Low Volatility Stocks
Start date:
Jun-25-2007
Start value:
$10,000
End date:
Jun-25-2017
End value:
$28,293
Number prices
38
Minimum value occurred on Mar-31-2009
$7,487
Maximum value occurred on Jun-30-2017
$28,293
Total gain or loss (Start date to End date)
182.93%
Annualized gain or loss (Start date to End date)
315.04%
Total dollar value on End date of a $10,000 purchase made on Start date
$28,293
Average percent return for all possible buy/sell combinations
59.79%
Number returns
703
Number profitable returns (Winners)
634
Percent profitable returns
90.18%
Number unprofitable returns (Losers)
69
Percent unprofitable returns
9.82%
Winners to losers ratio
9.19
Portfolio Value Chart     Stock Return Calculator


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