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](https://eresearch.com/wp-content/uploads/2019/12/2019-12-06-Dividends-Chart1.jpg)
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](https://eresearch.com/wp-content/uploads/2019/12/2019-12-06-Dividends-Chart2-Comparables.jpg)
Portfolio Performance
The next table shows the Portfolio’s performance after the first week.
![2019-12-06-Dividends-Chart3-Performance](https://eresearch.com/wp-content/uploads/2019/12/2019-12-06-Dividends-Chart3-Performance.jpg)
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