Recently-Launched Dividend-Income Portfolio

Portfolio Off To A Good Start

December 7, 2019 Bob Weir Dividend Portfolio

eResearch | The Dividend-Income Portfolio launched on December 1 and responded well after its first week of existence. The Portfolio was capitalized at $500,000 and consists of 10 equally-weighted stocks taken from a select list of 28 high dividend payers. The cut-off yield for selection to the Portfolio was 4%.

Initial Portfolio

The 10 stocks that comprise the Portfolio at inception are shown below.

2019-12-06-Dividends-Chart1
Source: eResearch

Comparables

We have included 5 ETFs as comparables (which also are actively traded and, so, could have been included in the Portfolio) and the S&P/TSX Composite Index to serve as benchmarks for our Portfolio’s performance. These are as follows:

2019-12-06-Dividends-Chart2-Comparables
Source: eResearch

Portfolio Performance

The next table shows the Portfolio’s performance after the first week.

2019-12-06-Dividends-Chart3-Performance
Source: eResearch

Dividends and Yields

The table set out below shows relevant information regarding annual dividend amounts, associated yields, ex-dividend dates and payment dates for the stocks in the Portfolio as well as for the ETF comparables. The yield on the Dividend Growth Split Corp. is not a “typo”.     

You can read our entire report here: Dividend Portfolio 12-06-2019

About Bob Weir 329 Articles
Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).

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