Mar 09
Fourteen Dividend Stock Portfolio
In the following portfolio we add four more stocks to the original ten. The projected return and risk do not change significantly, but both move in a more favorable direction. In addition, the Diversification Metric (DM) moves up two percentage points to 34%.
Note how well this portfolio would have performed (see Historical Data) had we been holding these stocks in nearly equal percentages over the last three years.
Tomorrow look for yet another dividend oriented portfolio made up of individual stocks. This time I will be adding from my own list of Dividend Aristocrats. Once more, we want to see what happens to the three key variables we check after running out one of these QPP tests.
Adding KO, PG, WMT, and MSFT provide a little more diversity to this 14 stock portfolio.
