Conoco's (COP) dividend cut is most responsible for this poor performance. Without COP the other stocks dividends have increased 6.15%. This more in line with our goals.
M*MoneyMadam
Sunday, July 17, 2016
2015 Portfolio Lags
In spite of record stock market prices and a rebound in energy stocks since the beginning of the year, the 2015 portfolio continues to lag. It is a small portfolio and way too concentrated in energy stocks. Most disappointing is the tepid dividend growth. Original dividend when these stocks were bought was $4,129 and today the portfolio expects to pay $4,271 annually for a whopping gain of 0.336%.
Conoco's (COP) dividend cut is most responsible for this poor performance. Without COP the other stocks dividends have increased 6.15%. This more in line with our goals.
M*MoneyMadam
Conoco's (COP) dividend cut is most responsible for this poor performance. Without COP the other stocks dividends have increased 6.15%. This more in line with our goals.
M*MoneyMadam
