My normal practice is to refresh my analytical spreadsheets each Friday with updated price information on the 230+ 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.
Saturday, I updated my Income Portfolio's performance for the second quarter. Building on that, here are my income portfolio's top and bottom 5 performers for the year, through June 30, 2014:
Top Performers
#5. Intel Corporation (INTC)Intel Corporation is the world's largest manufacturer of microprocessors, the central processing units of PCs, and also produces other semiconductor products.
Yield: 3.0% | 6-Month Return: 46.7%
#4. Cisco Systems, Inc. (CSCO)
Cisco Systems, Inc. offers a complete line of routers and switching products that connect and manage communications among local and wide area computer networks employing a variety of protocols.
Yield: 3.1% | 6-Month Return: 49.1%
#3. General Dynamics (GD)
General Dynamics is the world's fourth largest military contractor and also one of the world's biggest makers of corporate jets.
Yield: 2.1% | 6-Month Return: 51.8%
#2. ConocoPhillips Co. (COP)
ConocoPhillips Co. is one of the largest independent oil and gas exploration and production (E&P) companies in the world, COP spun off its downstream assets in May 2012.
Yield: 3.2% | 6-Month Return: 53.0%
#1. National Retail Properties, Inc. (NNN)
National Retail Properties, Inc. 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: 4.3% | 6-Month Return: 48.4%
Bottom Performers
#5 Emerson Electric Co. (EMR)Emerson Electric Co. designs and supplies product technology, and delivers engineering services and solutions to a wide range of industrial, commercial and consumer markets around the world.
Yield: 2.5% | 6-Month Return: -8.4%
#4. AFLAC Incorporated (AFL)
Aflac Incorporated provides supplemental health and life insurance in Japan (78% of pretax operating profits) and the U.S. Products are marketed at work sites and help fill gaps in primary coverage.
Yield: 2.3% | 6-Month Return: -11.2%
#3. Owens & Minor, Inc. (OMI)
Owens & Minor Inc. is a leading domestic distributor of medical and surgical supplies to the acute care market, a health care supply chain management company, and a direct-to-consumer (DTC) supplier of testing and monitoring supplies for diabetes.
Yield: 2.9% | 6-Month Return: -11.8%
#2. Cincinnati Financial Corp. (CINF)
Cincinnati Financial Corp. is an insurance holding company that primarily markets property and casualty coverage. It also conducts life insurance and asset management operations.
Yield: 3.6% | 6-Month Return: -12.7%
#1. Community Trust Bank Corp. (CTBI)
Community Trust Bank Corp. owns and operates Community Trust Bank, Inc. of Pikeville, KY, which provides commercial banking services in Kentucky and West Virginia; and a trust company.
Yield: 3.3% | 6-Month Return: -28.6%
To avoid short-term anomalies, I excluded stocks that I did not own on January 1, 2014 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 INTC, CSCO, GD, COP, NNN, EMR, AFL, OMI, CINF, CTBI in my Dividend Growth Portfolio. See a list of all my dividend growth holdings here.
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