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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-Yr Price 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
Price and dividend data from Quandl.


To inspect the performance of the Starter Stocks portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

All 13 are included in the portfolio computations. The current value of the portfolio assumes that $769.23 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008.


Starter Stocks - Return Results
Portfolio:
Starter Stocks
Start date:
Apr-21-2008
Start value:
$10,000
End date:
Apr-21-2018
End value:
$27,491
Number prices
103
Minimum value occurred on Oct-31-2009
$10,000
Maximum value occurred on Jan-31-2018
$29,942
Total gain or loss (Start date to End date)
174.91%
Annualized gain or loss (Start date to End date)
10.64%
Total dollar value on End date of a $10,000 purchase made on Start date
$27,491
Average percent return for all possible buy/sell combinations
42.54%
Number returns
5,253
Number profitable returns (Winners)
4,974
Percent profitable returns
94.69%
Number unprofitable returns (Losers)
279
Percent unprofitable returns
5.31%
Winners to losers ratio
17.83
Stock Return Calculator





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