Monday, July 17, 2017

Mid-Year 2017 Top And Bottom Performing Dividend Stocks

Investing in dividend growth stocks is a long-term proposition. One of the beauties of following a dividend growth strategy is that you don't have to watch your portfolio or the market on a daily basis. For the most part, daily, monthly and yearly movements are just noise in the system.

My normal practice is to refresh my analytical spreadsheets each Friday with updated price information on the 200+ stocks that I follow. Even then, I don't normally look at the value of my portfolio or the performance of individual stocks.

However, each quarter I update my income portfolio's performance and benchmark it against the S&P 500 and other portfolios. At that time I will look at performance of individual stocks to understand the overall performance the portfolio. Building on that, here are my income portfolio's top and bottom 5 performers for the year, through July 7, 2017:

Top Performers


#5. Raytheon Company (RTN), the world's fifth largest military contractor, specializes in making high-tech missiles, advanced radar systems and sensors, defense electronics, and missile-defense systems.
Yield: 1.9% | 6-Month Return: 37.7%

#4. 3M Co. (MMM) provides enhanced product functionality in electronics, health care, industrial, consumer, office, telecommunications, safety & security and other markets via coatings, sealants, adhesives and other chemical additives.
Yield: 2.2% | 6-Month Return: 39.5%

#3. Illinois Tool Works Inc. (ITW) is a diversified manufacturer that operates a portfolio of 60 business units that serve industrial and consumer markets globally.
Yield: 1.8% | 6-Month Return: 43.4%

#2. Universal Health Realty Income Trust (UHT) is a real estate investment trust (REIT) that invests in healthcare and human service related facilities.
Yield: 3.2% | 6-Month Return: 60.0%

#1. McDonald's Corporation (MCD) is the largest fast-food restaurant company in the world, with about 35,000 restaurants in 119 countries.
Yield: 2.4% | 6-Month Return: 65.0%

Bottom Performers


#5. Exxon Mobil Corp. (XOM), formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.
Yield: 3.8% | 6-Month Return: -17.6%

#4. Sysco Corporation (SYY) is a large distributor of food and related products, primarily to the foodservice or food-away-from-home industry.
Yield: 2.7% | 6-Month Return: -17.7%

#3. Chevron Corporation (CVX) is a global integrated oil company (formerly ChevronTexaco) has interests in exploration, production, refining and marketing, and petrochemicals monitoring supplies for diabetes.
Yield: 4.2% | 6-Month Return: -19.0%

#2. AT&T Inc. (T) provides telephone and broadband service and holds full ownership of AT&T Mobility.
Yield: 5.3% | 6-Month Return: -20.0%

#1. National Retail Properties, Inc. (NNN) is an equity real estate investment trust that invests in high-quality, freestanding retail properties subject to long-term net leases with major retail tenants.
Yield: 4.8% | 6-Month Return: -20.4%

To avoid short-term anomalies, I excluded stocks that I did not own on January 1, 2017 from the above lists. Investing in dividend growth stocks is a long-term proposition, but sometimes it is nice to see that our portfolio is performing well, in addition to collecting higher dividends each month.

Full Disclosure: Long MCD, ITW, MMM, UHT, RTN, NNN, SYY, CVX, T, XOM in my Dividend Growth Stocks Portfolio. See a list of all my Dividend Growth Portfolio holdings here.

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