Seeking Alpha

robls'  Instablog

robls
Send Message
Individual investor
  • 10 Dividend Stock Portfolio vs. SP500 0 comments
    May 20, 2011 12:34 PM | about stocks: ABT, CVX, T, JNJ, MCD, PEP, PG, MMM, K, CLX
    Using the EzBacktest tool available at thriftytrend.blogspot.com/
    I  created the following chart, by inputting the following 10 dividend stocks(ABT,CVX,T,JNJ,MCD,PEP,PG,MMM,K,CLX) using the following parameters:
    1) Allocate 10% to each stock
    2) 313 months to test(tried to get close to 30 years-actually about 26 years)
    3) Rebalance yearly
    The output came out like this:
    Months shown 312
    Avg Dividend Yield 3.14%
    Returns 3676.6%
    Annualized Returns 14.9%
    Outperform SP500 3033%
    Standard Deviation 13.9%
    Sharpe Ratio 0.87
    Reallocation frequency Yearly
    Starting Balance $88,840
    Ending Balance $3,600,000
    This is dividends re-invested.
    *** Note-the chart is mis-labeled, and should read 26 years. ***

    10 Dividend Stock Portfolio - 30 years
    Stocks: ABT, CVX, T, JNJ, MCD, PEP, PG, MMM, K, CLX
Back To robls' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.