Over the same period, from May of 2015 to now, the S&P is down about 5%. My portfolio here is down only about 0.5%. Neither of these numbers include dividends paid over the same amount of time.
I dont really focus on gain/loss because I am looking to accumulate passive income, however it is still nice to see better overall performance than the S&P. I don't know if it will continue... I actually doubt it will long term, but it is still data I like to look at and an argument for buying the right companies and dividend growth investing in general.
Here is my complete portfolio value sorted by gain:
| Portfolio Gains - March 4, 2016 | ||
| O | $223.34 | 30.0% |
| DLR | $215.22 | 28.9% |
| MCD | $174.33 | 22.3% |
| DPS | $264.44 | 21.8% |
| PM | $137.79 | 17.7% |
| ADM | $57.72 | 11.8% |
| TROW | $128.58 | 10.2% |
| KO | $72.75 | 9.3% |
| MMM | $107.98 | 9.2% |
| JNJ | $102.51 | 8.0% |
| UTX | $79.60 | 7.8% |
| EMR | $61.17 | 6.1% |
| HTR | $65.87 | 4.3% |
| HSY | $19.18 | 2.6% |
| TGT | $18.74 | 2.5% |
| OHI | -$0.97 | -0.1% |
| OKE | -$37.33 | -3.7% |
| CAT | -$40.89 | -3.8% |
| DIS | -$82.75 | -6.9% |
| WPC | -$462.74 | -7.2% |
| DE | -$59.78 | -8.0% |
| UNP | -$200.70 | -11.5% |
| CVX | -$94.50 | -12.1% |
| CMP | -$175.23 | -16.1% |
| IBM | -$129.21 | -16.6% |
| RDS.B | -$224.26 | -20.5% |
| KMI | -$400.45 | -51.3% |
What do you think of my results? Are they relevant? I would love to hear what you think.
Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.
Ciao IWTRS,
ReplyDeleteI have come up with an index to see the total return of the PF (cash, stocks, bonds, whatever), so that it's easier to compare it with another index. But all in all, since the scope is a long time investment, I feel it's more of a curiosity than a real tool to evaluate the investment... :P
Ciao ciao
Stal
Hi Stal! Yes I agree... it is more for fun and curiosity... but its always interesting to see :)
DeleteCiao,
Adam
I think this is a testament to smart DGI investing. You're buying quality stocks that pay you back. Did you add up your dividends in your return calculation? If not, you're portfolio is actually up since May 2015 :-)
ReplyDeleteThanks much IH! I did not add my dividends in this calculation... so yes, I am actually positive for the past 10 months which is pretty cool! Thanks for stopping in.
Delete-Adam
It's hard for us dividend investors to switch our thinking to how our capital gains and losses would stack up if we suddenly had to pull it all out at once. It's nice to know that looking forward, you've got a good set of gains that would easily offset your losses. Not to mention the biggest offset - the dividend payments that have been made on them while you've been holding them in your portfolio. Good looking stuff, keep it up!
ReplyDelete-Dividend Monster
Hi DM! I agree 100%. Although it isnt the focus of my strategy, it is nice to know if I ever NEED this money tomorrow, I can sell at least some shares and still be at my B/E or above. Thanks for the comment!
Delete-Adam