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A Quick Look At Performance Of My Dad's Stock Purchases


A Quick look at the performance of my Dad's stocks.

He has a wide variety of different holdings.

Many of the high yield stocks under performed.

It is important to have a wide variety of stocks in the portfolio to foster income and growth.

Selecting high yield stocks could result in less retirement income, even over the short run. Money is money!

My Dad will be age 87 next month. Here are some of his stock purchases and the performance for comparison without the reinvested dividend in the performance number. This is straight out of his account at Fidelity.

Stock, Purchase Date, % Gain

DUK, 3/4/2010, 71%.
WEC, 10/13/2009, 95%.
BKH, 3/11/2010, 139%.
JNJ, 6/16/2011, 104%.
CINF, 11/8/2010, 136%.
BMY, 2/14/2010, 125%.
KMB, 1/10/2011, 106%.
KHC, 3/26,2010, 185%.
MAIN, 4/12/2011, 110%.
VGR, 4/12/2011, 145%.
T, 6/3/2009, 46%.
RAI, 6/3/2009, 555%.
MO, 10/30/2009, 301%.
PM, 4/18/2011, 81%.
MDLZ, 3/26/2010, 127%.
LLY, 6/15/2009, 150%.
GIS, 4/18/2011, 44%.
ABT, 6/24/2011, 96%.
ABBV, 6/24/2011, 165%.
DEO, 10/14/2009, 97%.
GE, 4/12/2011, 34%.
PLD, 6/2/2009, 222%.
KO, 5/1/2009, 110%.
SO, 5/8/2009, 63%.

MCD, 1/10/2011, 107%.

LMT, 2/4/2015, 51%.

Now compare to his recent purchases that he made about 1 year ago:
AMZN, 7/5/2016, 42%.
AVGO, 7/5/2016, 67%.
BABA, 7/5/2016, 94%.

FB, 7/5/2016, 44%.

AVGO and BABA returned in about one year what it took DUK to do in 7 years. This is why I say that even in a short time an investor can have much more for retirement. Seven times as much is not out of reach.

If the investor is going to "core-up" for high yield dividends, choose what you do wisely. Eight years (2009 - 2017) is about 1/2 the retirement time frame for many since average life span is age 79 right now (age 65 + 16 = age 81). My mother and step-mother both died at age 75 and my x-wife died at age 59, my brother's in law died in their 50's. But seems like so many think that they will live to over 100. My Dad should have died at age 75 but because he was a frequent blood donator they caught that he had low heart beat (40 BPM) before something bad happened.

Disclosure: I am/we are long All stocks discussed.