Core Stock Portfolio

The core stock portfolio is a diversified group of 10 well-known dividend-paying stocks designed for the long-term, buy-and-hold investor.

10 Core Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline

3MMMM
AppleAAPL
Coca-ColaKO
Colgate-PalmoliveCL
Essential UtilitiesWTRG
Illinois ToolworksITW
Johnson & JohnsonJNJ
MicrosoftMSFT
PepsiCoPEP
Procter & Gamble PG
Sparkline weekly price charts based on Alpha Vantage data.


Portfolio Values

To inspect the performance of the Core Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 10 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,000.00 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $18,125. The percent return is 81.25%. The annualized return is 12.63%.



Portfolio Value Chart for Last 100 Daily Closes



Related Portfolios

Dividend Achievers (A-Z)

Dividend Aristocrats (A-Z)