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J. A. Saglimbeni
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I am a Blue-Collar worker that has been investing for over twenty years. I will invest across all types of investments: Tech, growth, dividends, bonds, & options. I believe that people can invest on their own and in due time can build a portfolio of stocks that will easily surpass many... More
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  • Forgotten Portfolio Update-May 2015

    It is time for another update for A Dividend Portfolio For The Ages, a mix of dividend stocks that I wrote about and basically forgot about. Once again, many of these stocks I no longer own, but I figured I would monitor them just to see if they can keep up with the S&P 500.

    I will compare the portfolio to the S&P 500 since March 1st, 2012 to May 31st, 2015 and I will also show how each individual stock has performed. Total returns will include both dividends reinvested and price appreciation.

    The 12 Dividend Stocks:

    BHP Billiton (BBL): $40.80, Total return for period was -26%.

    Balchem (BCPC): $58.49, Total return for period was 110.3%.

    Digital Realty Trust (DLR): $64.35, Total return for period was 7.5%.

    W.W. Grainger (GWW): $241.10, Total return for period was 22%.

    Intel (INTC): $31.84, Total return for period was 43%.

    Johnson & Johnson (JNJ): $98.59, Total return for period was 69.9%.

    MasterCard (MA): $92.62, Total return for period was 123%.

    Microsoft (MSFT): $46.14, Total return for period was 61.8%.

    Starbucks (SBUX): $52.16**, Total return for period was 124.1%.

    T. Rowe Price (TROW): $79.22, Total return for period was 44%.

    Union Pacific (UNP): $102.28, Total return for period was 95%.

    Exxon Mobil (XOM): $84.28, Total return for period was 7.8%.

    The total return of the dividend portfolio was 56.9%

    The total return of the S&P 500 was 64.6%

    Stats and charts courtesy of low-risk-investing.

    ** Split adjusted

    There you have it. This dividend portfolio is seriously showing some under-performance against the S&P 500, hopefully things will change once the laggards start to catch up to the overall market. On the plus side all the stocks in this portfolio have a history of raising their dividends.

    Special note: I have been questioned many times from my followers and readers on how exactly can a small investor invest in a group of individual stocks when the prices of the shares are so high. The simple solution is to use the investment services of Motif Investing, where a small investor can create their own portfolio of up to 30 stocks with a minimum investment of $250.

    Turn Ideas Into an Investment. Customize or Build Your Own Motif. Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Tags: BBL, BCPC, DLR, GWW, INTC, JNJ, MA, MSFT, SBUX, TROW, UNP, XOM, SPY
    Jun 07 1:38 PM | Link | Comment!
  • The Five Greatest Stocks Update-April 2015

    It has been almost three and a half years since I wrote my post on The Five Greatest Stocks for the Next Five Years on October 30th 2011 and during that time I believed that the overall performance of these stocks would beat the performance of the S&P 500 (SPY), but I never thought that the portfolio would return almost double the amount of the index this soon. I suspect being part of a great bull market and having Under Armour (UA) part of the portfolio can't hurt. Without further ado....

    Amazon (AMZN), $421.78: Total Return of 97.6%.

    Apple (AAPL), $125.15: Total Return of 129.5%.

    Google (GOOGL): $548.77: Total Return of 85%.

    MasterCard (MA), $90.21: Total Return of 163.9%.

    Under Armour (UA), $77.55: Total Return of 267.5%.

    The Total Return of The Five Greats Portfolio was 148.7%.

    The Total Return of the S&P 500 (SPY) was 78.5%.

    Stats and charts courtesy of low-risk-investing.

    In conclusion, these five great companies continue to be strong and well positioned in their industries, I continue to believe that the portfolio as a whole will continue to out-perform the S&P 500 going forward.

    Special note: I have been questioned many times from my followers and readers on how exactly can a small investor invest in these five stocks when the prices of the shares are so high. The simple solution is to use the investment services of Motif Investing, where a small investor can create their own portfolio of up to 30 stocks with a minimum investment of $250.

    Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Tags: AMZN, AAPL, GOOGL, MA, UA, SPY
    May 03 11:50 PM | Link | Comment!
  • Stock Market Performance And The Presidents

    With the Presidents Day holiday approaching I thought it was a good idea to write an article showing the performance of the stock market during the terms of Presidents since Richard Nixon. I decided to start with Nixon because I was born in 1969. Performance numbers for Presidents before Ronald Reagan are based on the performance of the Dow Jones Industrial Index which can be obtained by reading a study by Colin Cieszynski at CMC Markets and performance numbers during and after Reagan will be based on the S&P 500 Index.

    Richard Nixon (1969-1974): Annual Return of -3.5% & Total Return of -19.7%.

    Gerald Ford (1974-1977): Annual Return of +13.5% & Total Return of +32.6%.

    Jimmy Carter (1977-1981): Annual Return of -1% & Total Return of -4%.

    Ronald Reagan (1981-1989): Annual Return of +10.6% & Total Return of +124.5%.

    George H. W. Bush (1989-1993): Annual Return of +14.5% & Total Return of +71.9%.

    Bill Clinton (1993-2001): Annual Return of +17.4% & Total Return of +262.9%.

    George W. Bush (2001-2009): Annual Return of -3.9%&

    Barack Obama (2009-Present): Annual Return of +19.5% & Total Return of +144.8%.

    So there you go, not too many surprises except maybe that President George Bush the elder was not re-elected despite having pretty good performance numbers and that his son was re-elected with such terrible performance numbers. I would say, going forward that the main thing to watch now is whether President Obama can top the unbelievable stock market performance of President Clinton. Time will tell.

    Note: Performance numbers for the S&P 500 are derived from the performance of Vanguard's S&P 500 Fund (VFINX) and the S&P 500 Index ETF (SPY). Performance stats courtesy of Longrundata.com, Buyupside, and CMC Markets.

    Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Tags: SPY, VFINX
    Feb 15 11:40 AM | Link | Comment!
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