Forty-three weeks ago, I invested my cold, hard cash into 10 high-yield dividend stocks I believe will beat the market. Let's see the results so far:
|
Company |
Average Cost |
Shares |
Recent Price |
Total Value |
Return |
|---|---|---|---|---|---|
|
Altria |
$24.86 | 40 | $28.73 | $1,149.20 | 15.57% |
|
Philip Morris |
$61.83 | 17 | $74.86 | $1,272.62 | 20.14% |
|
National Grid |
$45.63 | 22 | $46.81 | $1,029.82 | 2.59% |
|
Annaly Capital Management |
$17.55 | 57 | $16.22 | $924.54 | (7.58%) |
|
Frontier Communications |
$8.71 | 149 | $4.87 | $725.63 | (44.09%) |
|
Southern Co. |
$37.87 | 26 | $44.14 | $1,147.64 | 16.56% |
|
France Telecom |
$22.23 | 45 | $15.53 | $698.85 | (30.14%) |
| Vodafone Group | $28.69 | 38 | $27.04 | $1,027.52 | (5.75%) |
| Eli Lilly | $34.48 | 29 | $40.04 | $1,161.16 | 16.13% |
| Bristol-Myers Squibb | $25.37 | 39 | $33.74 | $1,315.86 | 32.99% |
| Cash | 46.51 | 46.51 | 0% | ||
| Dividends Receivable | 52.06 | 52.06 | 0% | ||
| Total Portfolio | $10,551.41 | 5.51% | |||
| Investment In SPY | (6.31%) | ||||
| Return vs. SPY (percentage points) | +11.82 |
Source: S&P Capital IQ, as of Dec. 14.
Since my last report, the SPDR S&P 500 fell 2.1%. Our portfolio fell less than the market, with our outperformance moving from beating the market by 10.75 percentage points to an 11.82-point advantage. While outperformance is always good, it should be taken with a grain of salt. We're investing for the long term, and it's only been nine months.
Movers and shakers
Since this portfolio began, our telecom holdings have been our most volatile. The past two weeks proved to be no exception, as Frontier fell 15% and France Telecom fell 10%.
Money!
There are six upcoming dividends for the portfolio:
- Frontier will pay a dividend of $0.1875 on Dec. 30. The ex-dividend date was Dec. 7.
- National Grid will pay a dividend of $1.09 on Jan. 18. The ex-dividend date was Nov. 30.
- Altria will pay a dividend of $0.41 on Jan. 10. The ex-dividend date is Dec. 22.
- Philip Morris International will pay a dividend of $0.77 on Jan. 10. The ex-dividend date is Dec. 20.
- Vodafone will pay a dividend of 0.705 pence (roughly $1.12, not included in dividends receivable as exchange rate won't be determined until Jan. 20) on Feb. 3. The ex-dividend date was Nov. 16.
- Eli Lilly will pay a dividend of $0.49 on March 9. The ex-dividend date is Feb. 13.
My Foolish bottom line
I'm highly confident in this portfolio's ability to crush the market over the next decade, and that's why I put $10,000 of my personal cash into these stocks. My strategy is simple. I'm buying strong companies with outsized dividends, reinvesting those dividends, and holding them for the long run. Over the coming year, I'll track my performance, update you on when I'm going to reinvest all my dividends, and keep you abreast of news affecting these companies.
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