Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
Five Stocks That Have Boosted Dividends for Five Consecutive Years
Five Stocks That Have Boosted Dividends for Five Consecutive Years
live (public) 0.01% December 29
Aristocrats
-
3M (MMM)
-
Coca-Cola (KO)
These need no introduction and I don't intend to give them any.
Interesting contenders
- CR Bard (BCR): Design, manufacture, package, distribute, and sell medical, surgical, diagnostic, and patient care devices
- Energen (EGN): Acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the continental United States
- Valspar (VAL): Manufactures and distributes coatings, paints, and related products worldwide
The market cap of these companies range from nearly 9B down to around 3B so none of them are small -- which I like. There is also a good range of market segments that provide diversification and, hopefully, reduces volatility. We will benchmark this against our dividend bearing ETF portfolio.
Holdings (As of 12/29/2017)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | MMM (3M Company) | 0.15% | 28.88% |
| Asset1 | KO (The Coca-Cola Company) | 0.35% | 17.85% |
| Asset1 | BCR (C.R. Bard Inc) | 0.0% | 39.95% |
| Asset1 | EGN (Energen Corporation) | 0.05% | 12.91% |
| Asset1 | VAL (Valaris Ltd) | 0.85% | 0.02% |
| CASH | CASH (CASH) | 0.0% | 0.39% |
* Day change on 12/29/2017.
Previous
Performance (As of 12/29/2017)
Since 08/05/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Five Stocks That Have Boosted Dividends for Five Consecutive Years | -14.8% | -12.6% | -0.7% | 8.5% | 7.0% | |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -12.6 | -0.7 | 8.5 | 7.0 | 8.6 | -12.3 | 18.9 | -4.7 | 12.7 | 32.2 | 19.8 | 4.1 | 15.1 | 32.1 | -29.4 | 15.9 | 19.0 | 1.8 |
| Sharpe Ratio | NA | -0.36 | -0.04 | 0.41 | 0.31 | 0.39 | -0.36 | 1.39 | -0.31 | 0.92 | 2.25 | 1.39 | 0.17 | 0.95 | 1.48 | -0.91 | 0.91 | 1.38 | 0.07 |
| Draw Down(%) | NA | 30.7 | 30.7 | 30.7 | 43.1 | 43.1 | 30.7 | 9.8 | 14.3 | 9.4 | 7.2 | 9.1 | 22.9 | 9.8 | 19.6 | 38.9 | 6.7 | 7.5 | 6.4 |
| Standard Deviation(%) | NA | 36.2 | 24.0 | 20.6 | 21.7 | 20.3 | 36.3 | 13.5 | 15.2 | 13.8 | 14.3 | 14.2 | 23.8 | 15.9 | 21.7 | 33.4 | 14.1 | 11.4 | 11.5 |
| Treynor Ratio | NA | -0.23 | -0.01 | 0.09 | 0.08 | 0.1 | -0.23 | 0.25 | -0.06 | 0.12 | 0.3 | 0.21 | 0.04 | 0.19 | 0.45 | -0.41 | 0.18 | 0.19 | 0.01 |
| Alpha | NA | -0.07 | -0.02 | -0.01 | 0.01 | 0.01 | -0.07 | 0.04 | -0.02 | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | 0.05 | 0.0 | 0.05 | 0.03 | 0.0 |
| Beta | NA | 0.56 | 0.78 | 0.88 | 0.81 | 0.8 | 0.56 | 0.74 | 0.86 | 1.04 | 1.08 | 0.95 | 0.97 | 0.8 | 0.72 | 0.75 | 0.73 | 0.84 | 0.87 |
| RSquared | NA | 0.01 | 0.21 | 0.31 | 0.62 | 0.62 | 0.01 | 0.5 | 0.77 | 0.74 | 0.7 | 0.74 | 0.9 | 0.82 | 0.81 | 0.83 | 0.68 | 0.54 | 0.56 |
| Sortino Ratio | NA | -0.37 | -0.05 | 0.46 | 0.39 | 0.49 | -0.36 | 2.23 | -0.43 | 1.31 | 3.35 | 2.07 | 0.23 | 1.39 | 2.13 | -1.25 | 1.23 | 2.06 | 0.1 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.09 | 0.04 | 0.04 | 0.0 | 0.0 | 0.0 | 0.45 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2005
Strategies
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>