Dividend-Income Portfolio Struggles Slightly

Portfolio Up 5.0% Since December 1 Inception

February 9, 2020 Bob Weir Dividend Portfolio

eResearch | The Dividend-Income Portfolio is up 5.0% since Inception on December 1 last year. Two weeks ago, at the time of our last update, it was ahead by 7.7%. Then, there was but one stock that was “under water”, but now there are four of them. On the positive side, five of the stocks have done so well over the last few weeks that we had to raise their respective Target Prices since their positive outlook has not changed.

The Dividend-Income 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.

2020-02-09-Dividends-Portfolio
Source: eResearch Corp.

Comparables

We have included 5 ETFs as comparables and the S&P/TSX Composite Index to serve as benchmarks for the Dividend-Income Portfolio’s performance. The following graphic depicts how well our portfolio has done to date, and compared to the “Comps”.

2020-02-09-Dividends-Comparison
Source: eResearch Corp.

Comprehensive Report

You can read our entire report here: Dividend-Income Portfolio – February 7, 2020

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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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