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.
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.
Disclosure: The author is long GWW, MA, SBUX, TROW, UNP, XOM.