Dividend-Income Portfolio Performs Strongly

Portfolio Up 6.1% Since December 1 Inception

January 10, 2020 Bob Weir Dividend Portfolio, Market Insights

eResearch | The Dividend-Income Portfolio has performed well so far in 2020 amidst the turmoil surrounding an integral assassination, the ballistic missile response, and an unfortunate downing of a commercial aircraft.

The Portfolio

The 10 stocks that comprise the Portfolio are shown below. There have been no changes since inception on December 1 last year. Quite a few of the stocks have exceeded both of their Target Prices.

2020-01-11-Dividends-Chart1-Portfolio
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.

2020-01-11-Dividends-Chart2-Comps
Source: eResearch

Portfolio Performance

The next table shows the Portfolio’s performance to date.

2020-01-11-Dividends-Chart3A-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.     

2020-01-11-Dividends-Chart4-Yield
Source: eResearch

You can read our entire report here: Dividend-Income Portfolio January 10, 2020

//

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).

Related Articles