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Portfolio of Low Volatility Stocks

The following table includes 12 low volatility (safe haven) stocks.

Low Volatility Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
3M
5.44 (2.80%)
$544.00
35.73
Allstate
1.84 (1.88%)
$184.00
53.16
AT&T
2.00 (6.12%)
$200.00
16.35
Automatic Data Processing
2.52 (2.13%)
$252.00
46.86
BD
3.00 (1.29%)
$300.00
77.29
Coca-Cola
1.56 (3.61%)
$156.00
27.70
Johnson & Johnson
3.36 (2.66%)
$336.00
37.65
PepsiCo
3.22 (3.19%)
$322.00
31.35
Proctor & Gamble
2.87 (3.97%)
$287.00
25.22
Verizon
2.36 (4.78%)
$236.00
20.91
Visa
0.84 (0.66%)
$84.00
151.05
Waste Management
1.86 (2.29%)
$186.00
43.70
Sum Dividends
$3,087.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of May-01-2018.


To inspect the performance of the Low Volatility Stocks portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl.

All 12 are included in the portfolio computations. The current value of the portfolio assumes that $833.33 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008.


Low Volatility Stocks - Return Results
Portfolio:
Low Volatility Stocks
Start date:
May-21-2008
Start value:
$10,000
End date:
May-21-2018
End value:
$28,651
Number prices
121
Minimum value occurred on Feb-28-2009
$6,860
Maximum value occurred on Jan-31-2018
$30,751
Total gain or loss (Start date to End date)
186.51%
Annualized gain or loss (Start date to End date)
11.10%
Total dollar value on End date of a $10,000 purchase made on Start date
$28,651
Average percent return for all possible buy/sell combinations
70.14%
Number returns
7,260
Number profitable returns (Winners)
6,867
Percent profitable returns
94.59%
Number unprofitable returns (Losers)
393
Percent unprofitable returns
5.41%
Winners to losers ratio
17.47
Stock Return Calculator





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