Monday, April 13, 2015

YTD 2015 Performance vs. the S&P 500 and 1Q Dividends

The market and portfolio have had a rocky 1st quarter.  Below is a graphic that shows the Chump IRA total value, and it's weekly returns vs. the S&P 500 with dividends reinvested:

Both the Chump IRA and the S&P 500 are shy of 3% year to date, which seems slow/rocky, but heck, if this keeps up, we'd have a 10%-12% year, which would be great vs. history.  The portfolio tracks the S&P pretty closely, but I'll keep looking for value plays to give it a boost over the long run.

The portfolio contains several "unloved" stocks that I'm betting will have a nice run eventually.
These include:
  • BBL
  • TUP
  • BAX
  • HAL
  • CVX
  • COP
  • PM
  • IBM
BBL, HAL, CVX, and COP are all related to oil and energy, and have been beaten up pretty good this year, while IBM, BAX, PM, and TUP are just viewed negatively by wall street, largely due to the strong dollar and exposure to depressed earnings from abroad.  All these companies are fine, they just need a bit of time, so I hold.

On the dividends front, they just keep growing (and reinvesting).  Here is the dividend table, with 1Q2015 added:

Dividends collected in the first quarter were up 7.6% vs. prior year, and above $4,000.   With the recent sale of Walmart, and the addition of better dividend payers, this growth will continue!

Here are the current portfolio names:



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