Monday, May 10, 2021

Home Run Number 35

Its been three months since I reported my last home run for DivGro,  Lowe's Companies, Inc (LOW), a stock that delivered total returns at an impressive annualized rate of 34%!

Today, I'm reporting DivGro's 35th home run stock, one with even more impressive annualized returns of 57%! I first invested in this company in February 2019, so the stock doubled my original capital outlay in just less more than two years!

I see another stock on the brink of attaining home run status, so I look forward to reporting another home run soon!

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 70% (30% 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) — up 25% (7% annualized)
  • Home run #5: Reynolds American (RAI) — closed for 180% gain (53% annualized)
  • Home run #6: Main Street Capital (MAIN) — up 202% (32% annualized)
  • Home run #7: Microsoft (MSFT) — up 453% (83% annualized)
  • Home run #8: UnitedHealth Group (UNH) — up 79% (42% annualized)
  • Home run #9: Northrop Grumman (NOC) — closed for 132% gain (46% annualized)
  • Home run #10: McDonald's (MCD) — up 70% (28% annualized)
  • Home run #11: AbbView (ABBV) — up 117% (24% annualized)
  • Home run #12: Lockheed Martin (LMT) — up 32% (25% annualized)
  • Home run #13: Raytheon Technologies (RTX) — up 73% (66% annualized)
  • Home run #14: Netflix (NFLX) — up 139% (44% annualized)
  • Home run #15: Intel (INTC) — up 207% (25% annualized)
  • Home run #16: Valero Energy (VLO) — up 49% (11% annualized)
  • Home run #17: Aflac (AFL) — up 155% (28% annualized)
  • Home run #18: Apple (AAPL) — up 468% (93% annualized)
  • Home run #19: Xcel Energy (XEL) — up 31% (30% annualized)
  • Home run #20: Amazon.com (AMZN) — up 154% (48% annualized)
  • Home run #21: Salesforce.com (CRM) — up 43% (21% annualized)
  • Home run #22: Procter & Gamble (PG) — up 100% (14% annualized)
  • Home run #23: Taiwan Semiconductor Manufacturing (TSM) — up 40% (41% annualized)
  • Home run #24: Pinterest, Inc (PINS) — up 112% (156% annualized)
  • Home run #25: Air Products and Chemicals, Inc (APD) — up 93% (38% annualized)
  • Home run #26: QUALCOMM Incorporated (QCOM) — up 26% (20% annualized)
  • Home run #27: Cummins Inc (CMI) — up 149% (28% annualized)
  • Home run #28: NextEra Energy (NEE) — up 92% (32% annualized)
  • Home run #29: BlackRock, Inc (BLK) — up 125% (33% annualized)
  • Home run #30: T. Rowe Price Group, Inc (TROW up 136% (39% annualized)
  • Home run #31: Texas Instruments Incorporated (TXN up 108% (33% annualized)
  • Home run #32: Alphabet Inc (GOOG) — up 125% (38% annualized)
  • Home run #33: The Walt Disney Company (DIS up 95% (16% annualized)
  • Home run #34: Lowe's Companies, Inc (LOW up 135% (44% 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. Also, if I buy additional shares of a home run stock at a higher cost basis, the calculated total returns could also drop below 100%.

      I've reopened positions in NOC and DLR, both of which achieved home run status before I closed my original positions. Repeat positions like NOC and DLR will have to earn home run status again... they don't get a free ride!

      Below is a snapshot of DivGro's existing home run stocks, sorted by total profit/loss%:


      Thirty-one of my existing positions are home run stocks. The Information Technology stocks MSFTAAPL, and INTC top the list based on annualized returns. I'm also happy that some of my growth stocks, AMZN and NFLX in the top 10!

      Home Run #35


      My 35th home run stock is FedEx Corporation (FDX), a company that provides transportation, e-commerce, and business services worldwide. 

      I opened my first position in FDX on 19 February 2019, paying $179.45 per share for 15 shares. Since then, I've added shares on three more occasions, for an average cost basis of $157.70.

      Below is a summary of my FDX transactions:


      Here is a price chart of FDX indicating my buy trades and the point where the stock reached home run status:

      Source: Trading View

      Initially, it looked like I made a mistake investing in FDX, but the stock rewarded my determined buying in 2019 at lower cost bases with a spectacular performance in 2020! Overall, my total return from FDX is 57% on an annualized basis!

      Home Run Contenders


      There is only one non-home run stock in my portfolio with a total return of 90% or above:
      • Home Depot (HD) -- up 95% (39% annualized)

      Concluding Remarks


      With a total return exceeding my initial investment, FDX is the latest home run stock in my DivGro portfolio. The closest contender for home run status is HD with total returns of 95%.

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