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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
Recent Dividends
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 quarterly closes 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 quarterly price for the current date in 2007.


Starter Stocks - Return Results
Portfolio:
Starter Stocks
Start date:
May-29-2007
Start value:
$10,000
End date:
May-29-2017
End value:
$24,660
Number prices
39
Minimum value occurred on Mar-31-2009
$7,751
Maximum value occurred on Jun-30-2017
$24,660
Total gain or loss (Start date to End date)
146.60%
Annualized gain or loss (Start date to End date)
233.16%
Total dollar value on End date of a $10,000 purchase made on Start date
$24,660
Average percent return for all possible buy/sell combinations
47.26%
Number returns
741
Number profitable returns (Winners)
664
Percent profitable returns
89.61%
Number unprofitable returns (Losers)
77
Percent unprofitable returns
10.39%
Winners to losers ratio
8.62
Portfolio Value Chart     Stock Return Calculator


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