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Saturday, July 24, 2021

Home Run Number 37

I announced DivGro's 36th Home Run less than two weeks ago, and here I'm back announcing another home run!

Recall that I call any stock in my portfolio that has doubled my original capital outlay in total returns, a Home Run. It's a fun milestone to celebrate and I love writing these articles! 

As a dividend growth investor, I have a reasonable expectation that the majority of the stocks in my portfolio will someday reach home run status. Dividend growth investing is a long term strategy, and the longer I'm invested in a stock, the higher is the likelihood that it will double my original capital outlay!

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 69% (27% 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 18% (5% annualized)
  • Home run #5: Reynolds American (RAI) — closed for 180% gain (53% annualized)
  • Home run #6: Main Street Capital (MAIN) — up 204% (31% annualized)
  • Home run #7: Microsoft (MSFT) — up 545% (96% annualized)
  • Home run #8: UnitedHealth Group (UNH) — up 78% (37% annualized)
  • Home run #9: Northrop Grumman (NOC) — closed for 132% gain (46% annualized)
  • Home run #10: McDonald's (MCD) — up 74% (27% annualized)
  • Home run #11: AbbView (ABBV) — up 122% (24% annualized)
  • Home run #12: Lockheed Martin (LMT) — up 28% (19% annualized)
  • Home run #13: Raytheon Technologies (RTX) — up 74% (57% annualized)
  • Home run #14: Netflix (NFLX) — up 154% (46% annualized)
  • Home run #15: Intel (INTC) — up 193% (23% annualized)
  • Home run #16: Valero Energy (VLO) — up 24% (5% annualized)
  • Home run #17: Aflac (AFL) — up 143% (25% annualized)
  • Home run #18: Apple (AAPL) — up 563% (108% annualized)
  • Home run #19: Xcel Energy (XEL) — up 23% (19% annualized)
  • Home run #20: (AMZN) — up 191% (56% annualized)
  • Home run #21: (CRM) — up 66% (30% annualized)
  • Home run #22: Procter & Gamble (PG) — up 104% (14% annualized)
  • Home run #23: Taiwan Semiconductor Manufacturing (TSM) — up 46% (39% annualized)
  • Home run #24: Pinterest, Inc (PINS) — up 179% (194% annualized)
  • Home run #25: Air Products and Chemicals, Inc (APD) — up 92% (35% annualized)
  • Home run #26: QUALCOMM Incorporated (QCOM) — up 41% (30% annualized)
  • Home run #27: Cummins Inc (CMI) — up 120% (22% annualized)
  • Home run #28: NextEra Energy (NEE) — up 98% (32% annualized)
  • Home run #29: BlackRock, Inc (BLK) — up 128% (50% annualized)
  • Home run #30: T. Rowe Price Group, Inc (TROW up 156% (42% annualized)
  • Home run #31: Texas Instruments Incorporated (TXN up 115% (33% annualized)
  • Home run #32: Alphabet Inc (GOOG) — up 165% (47% annualized)
  • Home run #33: The Walt Disney Company (DIS up 87% (14% annualized)
  • Home run #34: Lowe's Companies, Inc (LOW up 125% (38% annualized)
  • Home run #35: FedEx Corporation (FDX up 91% (47% annualized)
  • Home run #36: NIKE, Inc (NKE up 105% (53% 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-three of my existing positions are home run stocks. The Information Technology stocks AAPL and MSFT top the list based on annualized returns. I'm also happy that some of my growth stocks, AMZN, NFLX, PINS, and GOOG are in the top 10!

      Home Run #37

      My 37th home run stock is Starbucks Corporation (SBUX), a roaster, marketer, and retailer of specialty coffee. 

      I opened my position in SBUX on 21 June 2017 and added more shares on 3 October 2020. Below is a summary of my SBUX transactions:

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

      Source: Trading View

      Like many stocks, SBUX took quite a beating in late February/early March 2020. Fortunately, the stock has recovered spectacularly well since then! 

      Overall, my total return from SBUX is 33% 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:
      • The Home Depot, Inc (SBUX) -- up 90% (35% annualized)

      Concluding Remarks

      With a total return exceeding my initial investment, SBUX is the latest home run stock in my DivGro portfolio. The closest contender for home run status is HD with total returns of 90%.

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