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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.

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