My normal practice is to refresh my analytical spreadsheets each Friday with updated price information on the 200+ 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. Building on that, here are my income portfolio's top and bottom 5 performers for the year, through July 7, 2017:
Top Performers
#5. Raytheon Company (RTN), the world's fifth largest military contractor, specializes in making high-tech missiles, advanced radar systems and sensors, defense electronics, and missile-defense systems.
Yield: 1.9% | 6-Month Return: 37.7%
#4. 3M Co. (MMM) provides enhanced product functionality in electronics, health care, industrial, consumer, office, telecommunications, safety & security and other markets via coatings, sealants, adhesives and other chemical additives.
Yield: 2.2% | 6-Month Return: 39.5%
#3. Illinois Tool Works Inc. (ITW) is a diversified manufacturer that operates a portfolio of 60 business units that serve industrial and consumer markets globally.
Yield: 1.8% | 6-Month Return: 43.4%
#2. Universal Health Realty Income Trust (UHT) is a real estate investment trust (REIT) that invests in healthcare and human service related facilities.
Yield: 3.2% | 6-Month Return: 60.0%
#1. McDonald's Corporation (MCD) is the largest fast-food restaurant company in the world, with about 35,000 restaurants in 119 countries.
Yield: 2.4% | 6-Month Return: 65.0%
Bottom Performers
#5. Exxon Mobil Corp. (XOM), formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.
Yield: 3.8% | 6-Month Return: -17.6%
#4. Sysco Corporation (SYY) is a large distributor of food and related products, primarily to the foodservice or food-away-from-home industry.
Yield: 2.7% | 6-Month Return: -17.7%
#3. Chevron Corporation (CVX) is a global integrated oil company (formerly ChevronTexaco) has interests in exploration, production, refining and marketing, and petrochemicals monitoring supplies for diabetes.
Yield: 4.2% | 6-Month Return: -19.0%
#2. AT&T Inc. (T) provides telephone and broadband service and holds full ownership of AT&T Mobility.
Yield: 5.3% | 6-Month Return: -20.0%
#1. National Retail Properties, Inc. (NNN) 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: 4.8% | 6-Month Return: -20.4%
To avoid short-term anomalies, I excluded stocks that I did not own on January 1, 2017 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 MCD, ITW, MMM, UHT, RTN, NNN, SYY, CVX, T, XOM in my Dividend Growth Stocks Portfolio. See a list of all my Dividend Growth Portfolio holdings here.
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