Core Stock Portfolio

The core stock portfolio is a diversified group of 10 well-known dividend-paying stocks designed for the long-term, buy-and-hold investor.

10 Core Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Recent Prices
& Trendline Chart

3MMMM
AppleAAPL
Coca-ColaKO
Colgate-PalmoliveCL
Essential UtilitiesWTRG
Illinois ToolworksITW
Johnson & JohnsonJNJ
MicrosoftMSFT
PepsiCoPEP
Procter & Gamble PG
Sparkline weekly price charts based on Alpha Vantage data.

10 Core Stocks

Name
& Last 100 Days Returns

Symbol

Last Close
& 100-Day Trendline Chart

3MMMM$113.22
AppleAAPL$142.45
Coca-ColaKO$56.65
Colgate-PalmoliveCL$71.11
Essential UtilitiesWTRG$43.75
Illinois ToolworksITW$186.95
Johnson & JohnsonJNJ$163.20
MicrosoftMSFT$240.74
PepsiCoPEP$165.25
Procter & Gamble PG$128.51


Portfolio Values

To inspect the performance of the Core Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 10 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,000.00 was invested in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of the $10,000 investment is $17,285. The percent return is 72.85%. The annualized return is 11.57%.


10 Core Stocks Returns

Name

Symbol

Monthly Returns & Details

3MMMM-42.10%
AppleAAPL255.19%
Coca-ColaKO44.65%
Colgate-PalmoliveCL12.98%
Essential UtilitiesWTRG38.12%
Illinois ToolworksITW34.99%
Johnson & JohnsonJNJ33.59%
MicrosoftMSFT208.09%
PepsiCoPEP73.57%
Procter & GamblePG69.44%


Portfolio Value Chart for Last 100 Daily Closes



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Dividend Aristocrats (A-Z)