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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 dividends and prices, whichever is less.


To inspect the performance of the Starter Stocks portfolio, see 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 in 2006.


Starter Stocks - Return Results
Portfolio:
Starter Stocks
Start date:
Jul-03-2006
Start value:
$10,000
End date:
Jul-01-2016
End value:
$27,036
Number prices
522
Minimum value occurred on Mar-02-2009
$8,539
Maximum value occurred on Jun-27-2016
$27,036
Total gain or loss (Start date to End date)
170.36%
Annualized gain or loss (Start date to End date)
10.42%
Total dollar value on End date of a $10,000 purchase made on Start date
$27,036
Average percent return for all possible buy/sell combinations
43.19%
Number returns
135,981
Number profitable returns (Winners)
125,219
Percent profitable returns
92.09%
Number unprofitable returns (Losers)
10,762
Percent unprofitable returns
7.91%
Winners to losers ratio
11.64
See Stock Return Calculator for return information for individual stocks or ETFs.


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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