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Starter Portfolio of Dividend-Paying Stocks

The Starter Portfolio is a conservative approach to investing in stocks. Each company is very well managed, is a leader in its industry and has a secure dividend. The portfolio includes 13 well-known stocks that pay dividends. Therefore, it is designed for a buy-and-hold investor seeking to reinvest dividends.


Starter Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
Dividend Chart*
3M Company
Abbott
Caterpiller
Clorox
Colgate-Palmolive
Deere & Company
General Mills
International Business Machines
Johnson & Johnson
Kellogg Company
Piedmont Natural Gas
Proctor & Gamble
Vectren
Click small charts (sparklines) to expand. * Uses 10 years or all years of prices, whichever is less.


To follow the progress of the Starter Stocks portfolio, check out the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

All 13 stocks are included in the portfolio computations. The current value of the portfolio assumes that $769.23 was invested (total of $10,000) in each stock at its closing weekly price for the first week of January 2004.


Starter Stocks - Return Results
Portfolio:
Starter Stocks
Start date:
Jan-02-2004
Start value:
$10,000
End date:
Apr-16-2014
End value:
$26,831
Number prices
538
Minimum value occurred on Jan-05-2004
$9,913
Maximum value occurred on Apr-14-2014
$26,831
Total gain or loss (Start date to End date)
168.31%
Annualized gain or loss (Start date to End date)
10.01%
Sharpe Ratio
0.79
Total dollar value on End date of a $10,000 purchase made on Start date
$26,831
Average percent return for all possible buy/sell combinations
38.28%
Number returns
144,453
Number profitable returns (Winners)
132,631
Percent profitable returns
91.82%
Number unprofitable returns (Losers)
11,822
Percent unprofitable returns
8.18%
Winners to losers ratio
11.22


Click chart to enlarge it.



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

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