DivGro is now DivGro 2.0!

DivGro moved to another platform and is now DivGro 2.0!

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Complimentary access includes my monthly newsletter and articles like
 How to Assess Dividend Quality and The Chowder Ruleand a live spreadsheet of my DivGro Portfolio.

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Showing posts with label Review. Show all posts
Showing posts with label Review. Show all posts

Saturday, December 31, 2022

DivGro's Best and Worst Performers in 2022

Every year-end, I write a short review article to announce DivGro's best and worst performers for the year. I consider only positions I owned throughout 2022, including dividend growth stocks, dividend-paying stocks, growth stocks, and closed-end funds. 

Of the 84 positions I've owned throughout the year, 53 stocks had negative returns, and 31 stocks had positive returns for the year. So it's not surprising that DivGro had a down year in 2022!

On average, these positions are down 6.22% for the year, though if I use a weighted average instead of an arithmetic average, the return is slightly better at -5.05%! These returns exclude dividends. 

This year's best performer is Chevron (CVX), with a stock price increase of 51% in 2022! My worst performer in 2022 was Intel (INTC), down 49% since 1 January 2022. 

Sunday, January 9, 2022

DivGro's Best and Worst Performers in 2021

Every January, I write a short review article to announce DivGro's best worst performers of the prior year. 

For this review, I considered only positions I owned throughout 2021. These include dividend growth stocks, dividend-paying stocks, growth stocks, and closed-end funds. 

Of the 83 positions I've owned throughout the year, ten stocks had negative returns for the year. On average, these positions are up 22.11% for the year, though if I use a weighted average instead of an arithmetic average, the return is slightly better at 23.10%! These returns exclude dividends. 

My worst performer was Pinnacle West Capital (PNW), down 11.71% since 1 January 2021. This year's best performer is Alphabet (GOOG), whose stock price increased by 65.17% in 2021!

Sunday, January 3, 2021

DivGro's Best and Worst Performers in 2020

Now that 2020 is in the rearview mirror, I wanted to review the best and worst performers in my DivGro portfolio in 2020. 

In this review, I considered only positions I owned throughout 2020. These include dividend growth stocks, dividend-paying stocks, growth stocks, and one closed-end fund. 

Of the 72 positions I've owned throughout the year, 18 stocks had negative returns for the year. On average, these positions are up 15.6% for the year, though if I use a weighted average instead of an arithmetic average, the return is a more impressive 20.4%! These returns exclude dividends. 

My worst performer was Valero Energy Corporation (VLO), down 40% since 1 January 2020. This year's best performer is Taiwan Semiconductor Manufacturing Company Limited (TSM), whose stock price increased by 85% in 2020!

Sunday, January 5, 2020

DivGro's Best and Worst Performers in 2019

Now that 2019 is in the rearview mirror, I wanted to review the best and worst performers in my DivGro portfolio in 2019. Unlike 2018, when DivGro's performance was a mixed bag, 2019's performance has been stellar!

Of the 53 positions I've owned throughout the year, only four stocks are trading down for the year. On average, these stocks are up 24% for the year!

My worst performer was Walgreens Boots Alliance (WBA), down 13.7% since January 2019. On the other hand, my best performer (by far) was Apple (AAPL), whose stock price increased by 86.2% since January 2019.

Monday, December 31, 2018

DivGro's High and Low Performers in 2018

On this last day of 2018, I wanted to review DivGro's best and worst performers of the year. Unlike last year, when DivGro contained lots of winners, this year is a mixed bag.

Of the 49 positions I owned throughout the year, 18 are trading up and 31 are trading down. With more positions down than up, it is unsurprising that these positions are down 5.6%, on average.

The largest losses are from Ford Motor (F), down 39.6% since January 2018, and Altria Group (MO), down 30.2% since January 2018. On the other hand, Netflix (NFLX) returned 33.1% this year, and Omega Healthcare Investors (OHI) returned 28.1% in 2018.

Friday, December 29, 2017

DivGro's High and Low Performers in 2017

The year 2017 is just about over and I thought it would be a good time to review some of DivGro's highs and lows of the year.

My DivGro portfolio contains lots of winners! Of the 56 positions, 51 have positive total returns. The five losing positions are down an average of only 5.2%. The largest loss is from Omega Healthcare Investors (OHI), with total returns of -11%.

On the other hand, the portfolio is full of double-digit and triple-digit percentage winners. The biggest winner is General Dynamics (GD), with total returns of 220% or 46% annualized. The runner-up is Microsoft (MSFT), with total returns of 205% or 45% annualized. There are three other stocks with total returns above 100%.

Saturday, September 23, 2017

A Special Offer from Dividend Stocks Rock

I've been corresponding with Mike McNeil for a while now and his guest post How to invest $100,000 in dividend growth stocks is the most popular guest post on DivGro so far.

For those of you that don't know, Mike is the owner and portfolio manager at Dividend Stocks Rock and he authors two other blogs about dividend investing, The Dividend Guy and Dividend Monk.

In this article, I'm reviewing Dividend Stocks Rock and relaying a special subscription offer from Mike, valid only through Monday, 25 September 2017. He has a 60-day no questions asked reimbursement policy, so you have plenty of time to evaluate Dividend Stocks Rock with no risk to you.

Dividend Stocks Rock provides various tools and model portfolios for investors wanting to manage their own portfolio. Additionally, Dividend Stocks Rock offers a stock ranking system with buy, sell, or hold recommendations; stock cards providing concise stock reviews; trade alerts announcing buys and sells; and a premium newsletter published twice monthly.

Tuesday, October 25, 2016

DIY Investing With Simply Investing

A few weeks ago I started corresponding with Kanwal Sarai of Simply Investing. With more than 17 years of dividend investing experience, Kanwal has a wealth of knowledge to share. He does so through regular blog posts, a self-paced online investing course, live seminars, and a monthly subscription-based report, called the Simply Investing Report.

In this article, I'll be reviewing the Simply Investing Report. Kanwal provided two monthly issues for me to review. I'll briefly describe the report contents and how Kanwal suggests using the report. As part of the subscription, subscribers get access to a spreadsheet containing data of stocks covered in the report. I used this data to compare Kanwal's valuations with my own. I find the comparison fascinating!

Kanwal has graciously offered a one-year subscription to one reader of this review! If you're interested in a free subscription, be sure to read the review for details on how to qualify!