Dividend-Income Portfolio Continues To Perform

Portfolio Up 6.6% Since December 1 Inception

February 21, 2020 Bob Weir Dividend Portfolio

eResearch | The Dividend-Income Portfolio suffered a 2.3% set-back on Friday after reaching an all-time high the previous day. This caused three stocks to tip over into negative territory. The winners in the Portfolio are all up by double digits.

The Portfolio

The 10 stocks that comprise the Portfolio are shown below. There have been no changes since Inception on December 1 last year. ChemTrade Logistics is clearly the under-performer, affected by the rail/highway blockade. Superior Plus claimed the same problem for its propane distribution business. These stocks should show some recovery when the blockade ends.

Dividends Portfolio List
Source: eRsearch Corp.

Dividend Income

The next table shows the relevant information concerning the dividend income generated by the Portfolio. The overall Portfolio is generating a yield of 5.4%.

Dividends Table
Source: eResearch Corp.

Comparables

We have included 5 ETFs as comparables and the S&P/TSX Composite Index to serve as benchmarks for our Portfolio’s performance. The following graphic depicts how well our Portfolio has done to date, and compared to the “Comps”. The Dividend Growth Split Corp. is the run-away winner. The Portfolio is third best behind the Horizons Canadian Dividend ETF.

Dividends Graphical Comparison
Source: eResearch Corp.

Comprehensive Report

You can read our entire report here: Dividend-Income Portfolio – February 21, 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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