Forty weeks ago, I invested my cold, hard cash into 10 high-yield dividend stocks that 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 | $27.34 | $1,093.60 | 9.98% |
|
Philip Morris |
$61.83 | 17 | $72.04 | $1,224.68 | 15.62% |
|
National Grid |
$45.63 | 22 | $49.09 | $1,079.98 | 7.58% |
|
Annaly Capital Management |
$17.55 | 57 | $15.76 | $898.32 | (10.20%) |
|
Frontier Communications |
$8.71 | 149 | $5.38 | $801.78 | (38.22%) |
| Southern | $37.87 | 26 | $42.33 | $1,100.50 | 11.77% |
|
France Telecom |
$22.23 | 45 | $15.57 | $700.65 | (29.96%) |
|
Vodafone Group |
$28.69 | 38 | $26.06 | $990.28 | (9.17%) |
| Eli Lilly | $34.48 | 29 | $35.63 | $1,033.27 | 3.34% |
| Bristol-Myers Squibb | $25.37 | 39 | $30.25 | $1,179.75 | 19.24% |
| Cash | $20.01 | $20.01 | 0% | ||
| Dividends Receivable | 26.5 | 26.5 | 0% | ||
| Total Portfolio | $10,149.33 | 1.49% | |||
| Investment In SPY | (9.48%) | ||||
| Return vs SPY | +10.97% |
Source: S&P Capital IQ, as of Nov. 25.
Since my last report, the SPDR S&P 500 fell 7.1%, while our portfolio outperformance moved from beating the market by 8.85 percentage points to a 10.97-point advantage. But outperformance should be taken with a grain of salt. We're investing for the long term, and it's been only nine months.
Movers and shakers
Of our stocks, the biggest mover s in the portfolio were our European telecoms. Vodafone fell 11% and France Telecom fell 9.3%.
Money!
There are five upcoming dividends for the portfolio:
- Eli Lilly will pay a dividend of $0.49 per share on Dec. 9. The ex-dividend date was Nov. 10.
- Southern will pay a dividend of $0.4725 per share on Dec. 6. The ex-dividend date was Nov. 3.
- Frontier will pay a dividend of $0.1875 per share on Dec. 30. The ex-dividend date is Dec 7.
- National Grid will pay a dividend of $1.09 per share on Jan. 18. The ex-dividend date is Nov. 30.
- Vodafone will pay a dividend of 0.705 pence per share (roughly $1.12) 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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