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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
Annual Dividend 100 Shares
1-Yr Price Chart
3M
4.70 (2.24%)
$470.00
Allstate
1.48 (1.63%)
$148.00
AT&T
1.96 (5.36%)
$196.00
Automatic Data Processing
2.28 (2.13%)
$228.00
BD
2.92 (1.49%)
$292.00
Coca-Cola
1.48 (3.16%)
$148.00
Johnson & Johnson
3.36 (2.54%)
$336.00
PepsiCo
3.22 (2.81%)
$322.00
Proctor & Gamble
2.76 (2.95%)
$276.00
Verizon
2.36 (4.99%)
$236.00
Visa
0.66 (0.62%)
$66.00
Waste Management
1.70 (2.18%)
$170.00
Sum Dividends
$2,888.00
Dividend yield data from Yahoo! Finance as of Sep-16-2017. 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 for 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 weekly price for the current date in 2007.


Low Volatility Stocks - Return Results
Portfolio:
Low Volatility Stocks
Start date:
Sep-25-2007
Start value:
$10,000
End date:
Sep-25-2017
End value:
$29,414
Number prices
39
Minimum value occurred on Mar-31-2009
$7,487
Maximum value occurred on Sep-30-2017
$29,414
Total gain or loss (Start date to End date)
194.14%
Annualized gain or loss (Start date to End date)
321.45%
Total dollar value on End date of a $10,000 purchase made on Start date
$29,414
Average percent return for all possible buy/sell combinations
62.29%
Number returns
741
Number profitable returns (Winners)
671
Percent profitable returns
90.55%
Number unprofitable returns (Losers)
70
Percent unprofitable returns
9.45%
Winners to losers ratio
9.59
Stock Return Calculator


Click chart to enlarge it.



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