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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*
Comments
3M Company
Conglomerates
Abbott
Pharmaceuticals
Caterpiller
Heavy Equipment
Clorox
Consumer Products
Colgate-Palmolive
Consumer Products
Deere & Company
Heavy Equipment
General Mills
Food Products
International Business Machines
Technology
Johnson & Johnson
Pharmaceuticals and Consumer Products
Kellogg Company
Food Products
Piedmont Natural Gas
Natural Gas Utilities
Proctor & Gamble
Consumer Products
Vectren
Diversified Utility
Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and 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 current date for 2004.


Starter Stocks - Return Results
Portfolio:
Starter Stocks
Start date:
Nov-01-2004
Start value:
$10,000
End date:
Oct-30-2014
End value:
$26,011
Number prices
522
Minimum value occurred on Mar-02-2009
$9,548
Maximum value occurred on Oct-27-2014
$26,011
Total gain or loss (Start date to End date)
160.11%
Annualized gain or loss (Start date to End date)
9.99%
Sharpe Ratio
0.72
Total dollar value on End date of a $10,000 purchase made on Start date
$26,011
Average percent return for all possible buy/sell combinations
39.40%
Number returns
135,981
Number profitable returns (Winners)
124,316
Percent profitable returns
91.42%
Number unprofitable returns (Losers)
11,665
Percent unprofitable returns
8.58%
Winners to losers ratio
10.66


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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