Forty-one 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 | $28.69 | $1,147.60 | 15.41% |
|
Philip Morris |
$61.83 | 17 | $76.24 | $1,296.08 | 22.36% |
|
National Grid |
$45.63 | 22 | $49.42 | $1,087.24 | 8.31% |
|
Annaly Capital Management |
$17.55 | 57 | $16.07 | $915.99 | (8.43%) |
|
Frontier Communications |
$8.71 | 149 | $5.72 | $852.28 | (34.33%) |
|
Southern Co |
$37.87 | 26 | $43.91 | $1,141.66 | 15.95% |
|
France Telecom |
$22.23 | 45 | $17.27 | $777.15 | (22.31%) |
| Vodafone Group | $28.69 | 38 | $27.15 | $1,031.70 | (5.37%) |
| Eli Lilly | $34.48 | 29 | $37.85 | $1,097.65 | 9.77% |
| Bristol-Myers Squibb | $25.37 | 39 | $32.72 | $1,276.08 | 28.97% |
| Cash | 20.01 | 20.01 | 0% | ||
| Dividends Receivable | 26.5 | 50.62 | 0% | ||
| Total Portfolio | $10,694.06 | 6.94% | |||
| Investment In SPY | (3.81%) | ||||
| Return vs SPY (percentage points) | +10.75 |
Source: S&P Capital IQ, as of Nov 30.
Since my last report, the SPDR S&P 500 has risen a sharp 7.3%. Our portfolio rose slightly less, with our outperformance moving from beating the market by 10.97 percentage points to a 10.75 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
Similar to last week, of our stocks the biggest mover in the portfolio was France Telecom. This time however, it rose 10.9% instead of falling 9.3%.
Money!
There are five upcoming dividends for the portfolio:
- Southern Company will pay a dividend of $0.4725 per share on Dec. 6. The ex-dividend date was Nov. 3.
- Eli Lilly will pay a dividend of $0.49 per share on Dec. 9. The ex-dividend date was Nov. 10.
- Frontier will pay a dividend of $0.1875 on Dec. 30. The ex-dividend date is Dec. 7.
- National Grid will pay a dividend of $1.09 on Jan. 18. The ex-dividend date was Nov. 30.
- Vodafone will pay a dividend of 0.705 pence (roughly $1.12, not included in Dividends Receivable as the exchange rate won't be determined until Jan. 20) on Feb. 3. The ex-dividend date was Nov. 16.
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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