eResearch | The Dividend-Income Portfolio has gained 7.7% since Inception on December 1 last year. It has out-performed all but one of its comparables to date. Half of the stocks in the portfolio have risen above their initial two Price Targets, so it time to review and re-evaluate these situations.
The Portfolio
The 10 stocks that comprise the Dividend-Income 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.
Source: eResearch
Comparables
We have included 5 ETFs as comparables and the S&P/TSX Composite Index to serve as benchmarks for the portfolio’s performance. The following graphic depicts how well the portfolio has done to date, and compared to the “Comps”.
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).
The last few days of 2021 ended meekly. But the year as a whole was outstanding. We remain very cautious for 2022 as corporate earnings, the backbone of market performance, are not likely to emulate the strong performance garnered in 2021. In the last few weeks of 2021, there was a noticeable shift away from technology and growth stocks to the more defensive issues like utilities, and such as we have in our eResearch Dividend Portfolio. Such stocks could come under pressure in the New Year. We will remain vigilant. [more]
October proved to be a good month for our Portfolio, and now we are heading into the market’s strongest period. Our excellent dividend-paying companies and the strong overall market performance combined to send our Portfolio up 8.2% since its inception last June 1. [more]
The U.S. Fed released the banking stress test for 2020 and under the various scenarios, most banks remained well capitalized with only some approaching minimum capital levels. However, to insure the stability of the banking sector, the Fed is limiting dividends and suspending share buybacks. [more]
