Sunday, November 8, 2020

Home Run Number 25

I designate stocks in my portfolio as home run stocks when their total returns exceed my capital outlay. For dividend growth stocks, total returns include both unrealized gains and dividends received. 

Last month, one of my non-dividend-paying growth stocks, Pinterest, Inc (PINS), became DivGro's 24th home run. Having bought 100 shares of PINS in late August, this is the fastest home run by far after only 69 days of ownership!

Today I'm presenting DivGro's 25th home run stock, an achievement that came after 700 days of ownership. While this is much longer than PINS took to achieve home run status, I'm more than happy with the stock's performance. For perspective, the stock has delivered annualized returns of 52%!

DivGro's Home Runs


Here is a list of DivGro's home runs with updated total returns (and annualized total returns):
  • Home run #1: General Dynamics (GD) — up 46% (14% annualized)
  • Home run #2: Nippon Telegraph & Telephone (NTT) — closed for 125% gain (37% annualized)
  • Home run #3: Digital Realty Trust (DLR) — closed for 102% gain (44% annualized)
  • Home run #4: Altria Group (MO) — down 2% (-1% annualized)
  • Home run #5: Reynolds American (RAI) — closed for 180% gain (53% annualized)
  • Home run #6: Main Street Capital (MAIN) — up 93% (17% annualized)
  • Home run #7: Microsoft (MSFT) — up 401% (81% annualized)
  • Home run #8: UnitedHealth Group (UNH) — up 108% (33% annualized)
  • Home run #9: Northrop Grumman (NOC) — closed for 132% gain (46% annualized)
  • Home run #10: McDonald's (MCD) — up 156% (25% annualized)
  • Home run #11: AbbView (ABBV) — up 75% (17% annualized)
  • Home run #12: Lockheed Martin (LMT) — up 39% (20% annualized)
  • Home run #13: Raytheon Technologies (RTX) — up 17% (29% annualized)
  • Home run #14: Netflix (NFLX) — up 153% (58% annualized)
  • Home run #15: Intel (INTC) — up 134% (19% annualized)
  • Home run #16: Valero Energy (VLO) — down 19% (-5% annualized)
  • Home run #17: Aflac (AFL) — up 74% (15% annualized)
  • Home run #18: Apple (AAPL) — up 367% (75% annualized)
  • Home run #19: Xcel Energy (XEL) — up 140% (28% annualized)
  • Home run #20: Amazon.com (AMZN) — up 164% (61% annualized)
  • Home run #21: Salesforce.com (CRM) — up 88% (44% annualized)
  • Home run #22: Procter & Gamble (PG) — up 105% (16% annualized)
  • Home run #23: Taiwan Semiconductor Manufacturing (TSM) — up 123% (62% annualized)
  • Home run #24: Pinterest, Inc (PINS)— up 135% (624% annualized)

Once a position reaches home run status, it retains that status even if the stock price drops and the total returns dip below the 100% mark. Note that if I buy additional shares of a home run stock at a higher cost basis, the calculated total returns could also drop below 100%.

Note that I've reopened positions in NOC and DLR, which previously achieved home run status before I closed my positions. Repeat positions such as NOC and DLR will have to earn home run status in their own right, just like any other stock in my portfolio.

Below is a snapshot of DivGro's existing home run stocks, sorted by annualized returns (>1 year):




Home Run #25


I'm happy to announce my 25th home run stock: Air Products and Chemicals, Inc (APD). 

Late last week, APD spiked higher and made a new 52-week high of $307.78, enough to double my initial investment when accounting for dividends received. 

Here is a table showing the buy date, number of shares, and cost basis of my APD shares:



I've received $134.72 in dividends since opening the position

Here is a price chart of APD indicating my buy on 6 December 2018:



Home Run Contenders


I have another position that is achieved home run status last week. I'll report on that soon!

There are a few other stocks that are knocking on the door with total returns of 96% and 93%, respectively, Cummins Inc (CMI) and NextEra Energy, Inc (NEE):





CMI has the lead, but we'll see which of these stocks doubles my initial investment first. 

Concluding Remarks


With total returns exceeding my initial investment, APD is the latest home run stock in my DivGro portfolio. I'll be reporting my 26th home run stock soon!

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