Starter Portfolio of Dividend-Paying Stocks
The Starter Portfolio is a conservative approach to investing in stocks.
Each company is very well managed, is a leader in its industry and has
a secure dividend. The portfolio includes 10 well-known stocks that pay dividends. Therefore, it is designed for a
buy-and-hold investor seeking to reinvest dividends.
Portfolio Values
To inspect the performance of the Starter 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 $15,897. The percent return is 58.97%. The annualized return is 9.71%.
Portfolio Value Chart for Last 100 Daily Closes