Wednesday, September 21, 2016

A Second Look At A Highly Rated Dividend Portfolio.

Size of circle indicates average dividend yields. Color indicates Cap Group and listed first in balloons. Then the labels are identified as Groups and Industries.

Tuesday, September 20, 2016

A Look At A Highly Rated Dividend Portfolio.

Portfolio Dividends Per Group & Industry
The above graph shows the dollar amount of dividends divided by groups and then industries for a sample portfolio of 41 highly rated stocks assuming constant prices over a 1 year period.
Let us now look at the average percentage return for the same stocks into groups and industries:

The stocks are listed below:
Basic MaterialsMineral ResourcesSunCoke Energy Partners LPSXCP
IndustrialsTransportationNavios Maritime Midstream Partners LPNAP
EnergyEnergy Fossil FuelsTransocean Partners LLCRIGP
FinancialsBanking Investment ServicesEllington Financial LLCEFC
EnergyEnergy Fossil FuelsGolar LNG Partners LPGMLP
EnergyEnergy Fossil FuelsFrontline LtdFRO
FinancialsReal EstateApollo Commercial Real Estate Finance IncARI
EnergyEnergy Fossil FuelsKNOT Offshore Partners LPKNOP
EnergyEnergy Fossil FuelsGasLog Partners LPGLOP
HealthcarePharmaceuticals Medical ResearchTheravance IncINVA
EnergyRenewable EnergyEnviva Partners LPEVA
Telecommunications ServicesTelecommunications ServicesCenturylink IncCTL
EnergyEnergy Fossil FuelsNatural Resource Partners LPNRP
EnergyEnergy Fossil FuelsMPLX LPMPLX
FinancialsReal EstateXinyuan Real Estate Co LtdXIN
Cyclical Consumer Goods ServicesCyclical Consumer ServicesGannett Co IncGCI
EnergyEnergy Fossil FuelsCONE Midstream Partners LPCNNX
UtilitiesUtilitiesKorea Electric Power CorpKEP
Cyclical Consumer Goods ServicesAutomobiles Auto PartsGeneral Motors CoGM
Basic MaterialsChemicalsBraskem SABAK
Cyclical Consumer Goods ServicesAutomobiles Auto PartsFord Motor CoF
Cyclical Consumer Goods ServicesRetailersKohls CorpKSS
Basic MaterialsMineral ResourcesTernium SATX
Consumer NonCyclicalsPersonal Household Products ServicesOuterwall IncOUTR
EnergyEnergy Fossil FuelsValero Energy CorpVLO
TechnologySoftware IT ServicesCSP IncCSPI
HealthcareHealthcare ServicesDigirad CorpDRAD
Basic MaterialsApplied ResourcesGreif IncGEF
FinancialsInsurancePrudential Financial IncPRU
FinancialsBanking Investment ServicesSummit State BankSSBI
FinancialsInsuranceKingstone Companies IncKINS
Basic MaterialsMineral ResourcesArcelorMittal SAMT
IndustrialsIndustrial ServicesManpowerGroup IncMAN
FinancialsBanking Investment ServicesTimberland Bancorp IncTSBK
Basic MaterialsChemicalsTrinseo SATSE
FinancialsInsuranceXL Group PLCXL
Telecommunications ServicesTelecommunications ServicesNippon Telegraph and Telephone CorpNTT
IndustrialsTransportationAllegiant Travel CoALGT
FinancialsBanking Investment ServicesPeoples Bancorp of North Carolina IncPEBK
FinancialsBanking Investment ServicesBBVA Banco Frances SABFR
FinancialsInsuranceWillis Group Holdings PLCWLTW