My Top Performing Dividend Stocks
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I use Microsoft Money to manage my portfolio. It allows me to keep good track of what I have been buying, what I have received in dividends, and most importantly what my returns have been. These returns are available in a number of different formats, including Total Return YTD, Total Return since originally buying the asset, and annualized return. Recently I was looking through my portfolio and sorted the list based on my best total return for the life of my portfolio. The results were interesting to see.
Before I show you the top 5 stocks in my portfolio, I thought I should define what Microsoft Money defines as total return. This is the absolute return, including dividends defined as this by Microsoft: Percentage return on investment. Current market value plus income, minus beginning market value, divided by beginning market value. It is not the annualized return which is often a better way to look at returns. I am showing total return today because that is what I compared at the time!
The top 3 stocks in my portfolio in terms of total return are as follows:
1. Royal Bank of Canada - 50.2%
Royal Bank is by far my largest holding and has been the best performing asset in my portfolio. This is largely due to the good performance over the past five years coupled with awesome dividend growth.
2. IGM Financial - 43.6%
IGM is the stock I bought originally to get back some of those insane mutual fund fees I was paying. I wanted to own one of the companies that was on the receiving ends of these ridiculous fees. IGM has been able to deliver on growth, both in terms of revenue and dividends.
3. iShares Canadian REIT - 41.6%
REITs provide good income and have been a strong sector in the Canadian market over the past few years. The performance of this asset I believe is proof that a properly diversified portfolio is crucial. If you had asked me 5 years ago if this would be one of my best performs I would have laughed in your face. However, I am certainly glad I own it.
4. Procter & Gamble - 16.5%
The next highest total return stock is a far cry from the 41.6% from the REIT asset, however it is still pretty high, considering that I only initiated a position in this company two years ago. Every time we buy our products at the supermarket and see how many of them are PG products I am glad I own it. That and the strong dividend growth has seen this stock perform well.
5. Coca-Cola - 15.7%
I love my Diet Coke and probably drink way too much of it. The performance of the company has not necessarily been stellar over the past 5 years, however this is a company that is in every home and continues to raise its dividend. That has meant good returns for me.
There you have it - a look at my portfolio and the top 5 total returns. Of course, this list is not a buy recommendation. I have confidence that these holdings will continue to excel, but you need to make that call on your own.
8 Comments on this post
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Paul Fraser said:
Att: RBC Bank President Gordon Nixon - Salary - 11.73 Million!!
$100,000 - MISTAKE (FISHERMEN’S LOAN)
I’m a commercial fisherman fighting the Royal Bank of Canada (RBC Bank) over a $100,000 loan mistake. I lost my home, fishing vessel and equipment. Help me fight this corporate bully by closing your RBC account.
Website http://www.corporatebully.ca
YouTube http://www.youtube.com/CORPORATEBULLYThere is no monthly interest payment date on the contract.
Date of first installment payment, (Principal + interest) is approximately 1 year from the signing of my contract.
Demand loan contracts signed by other fishermen around the same time showed a monthly interest payment date on their contract,(agreement).
The lending policy did change at RBC from one payment (principal + interest) per year for fishing loans to principal paid yearly with interest paid monthly. This lending practice was in place when I approached RBC.
Only problem is the loans officer was a replacement who wasn’t familiar with these type of loans. She never informed me verbally or in writing about this new criteria.Phone or e-mail:
RBC President, Gordon Nixon, Toronto (416)974-6415
RBC Vice President, Sales, Anne Lockie, Toronto (416)974-6821
RBC President, Atlantic Provinces, Greg Grice (902)421-8112 mailto:greg.grice@rbc.com
RBC Manager, Cape Breton/Eastern Nova Scotia, Jerry Rankin (902)567-8600
RBC Vice President, Atlantic Provinces, Brian Conway (902)491-4302 mailto:brian.conway@rbc.com
RBC Vice President, Halifax Region, Tammy Holland (902)421-8112 mailto:tammy.holland@rbc.com
RBC Senior Manager, Media & Public Relations, Beja Rodeck (416)974-5506 mailto:beja.rodeck@rbc.com
RBC Ombudsman, Wendy Knight, Toronto, Ontario 1-800-769-2542 mailto:ombudsman@rbc.com
Ombudsman for Banking Services & Investments, JoAnne Olafson, Toronto, 1-888-451-4519 mailto:ombudsman@obsi.caSeptember 1st, 2008 at 8:26 am -
MultifolDream$ said:
This is the first time I hear about IGM Financial. I was only aware of one of their companies - Mackenzie Financial
September 1st, 2008 at 10:40 am -
casey said:
Hey, love the blog! What is your total return? and when are you going to do your monthly update?
September 2nd, 2008 at 5:27 am -
nigel said:
DONT DRINK DIET COKE IT HAS ASPARTINE IN IT FFS.
watch sweet mysery
October 20th, 2008 at 2:47 pm
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[...] a recent post, I wrote about how the Royal Bank has been one of my strongest holdings to date. However, I have not shown an analysis of the stock [...]