Small Dogs of the Dow Portfolio

Dogs of the Dow Portfolio

The 2020 Small Dogs of the Dow are given in the table below. In addition to the last price, etc, also shown are dividends received and percent payback. The total return of the portfolio is the sum of the current market value plus dividends received. For Real Time charts of companies in the Small Dogs of the Dow portfolio please visit Small Dogs of the Dow Charts.

SymbolDescriptionPurchase PriceAmount Invested# SharesLast PriceUnrealized Gain/Loss %Dividend RateCurrent YieldCurrent ValueTotal Dividends ReceivedPay BackidOpen DateStrategyPositionSell DateSell PriceNet ProfitRealized Gain/Loss %ATGL RuleIndustrySCTRSizeCommentsStop LosscolorChartUpdate DateStatusDaily Change %VolumePost TypeATGL 60 MinPortfolio WeightYield on CostProjected Annual DividendsProfit / LossAnnualized Profit/LossStar Rating
Totals  $56,200     $74,649$3,0425.29%                       3.86%$2,22040.37%28.63% 
CSCOCisco Systems$59.27$11,241.00189$91.3754.15%1.601.7497$17,268.00$465.004.15%44492025-01-02Dow5Long$0.000.00%Information TechnologyDow5https://stockcharts.com/h-sc/ui?s=CSCO&p=W&yr=1&mn=6&dy=0&id=p85210974850&a=7151537082025-01-02 15:08:05open-3.112411869190Trade 23.13%2.70%$302.0057.76%40.53%
VZVerizon Communications$40.07$11,241.00280$47.2017.78%2.765.8407$13,215.00$1,156.0010.31%44502025-01-02Dow5Long$0.000.00%Telecommunication ServiceDogs of the Dow Portfolio.https://stockcharts.com/h-sc/ui?s=VZ&p=W&yr=1&mn=6&dy=0&id=p85210974850&a=7151538972025-01-02 15:09:00open-0.306310222549Trade 17.70%6.89%$773.0027.85%20.13%
KOCoca-Cola Company$62.37$11,241.00180$79.0926.81%2.082.6249$14,236.00$463.004.12%44512025-01-02Dow5Long$0.000.00%Consumer StaplesDow 10 Strategyhttps://stockcharts.com/h-sc/ui?s=KO&p=D&yr=0&mn=6&dy=0&id=p80554201297&a=7785910572025-01-02 15:09:56open0.77736880294Trade 19.07%3.33%$374.0030.76%22.17%
MRKMerck & Company$100.23$11,241.00112$113.4713.21%3.332.9342$12,709.00$463.004.12%44522025-01-02Dow5Long$0.000.00%Telecommunication ServiceDogs of the Dow Portfolio.2025-01-02 15:12:49open0.28283176305Trade 17.02%3.32%$373.0017.17%12.56%
JNJJohnson & Johnson$145.44$11,241.0077$223.6653.78%5.162.3055$17,222.00$496.004.43%44532025-01-02Dow5Long$0.000.00%Health CareDow 10 Strategyhttps://stockcharts.com/sc3/ui/?s=JNJ&a=1019805126&p=D&yr=0&mn=9&dy=0&id=p766174100442025-02-21 16:22:43open-0.8383684617Trade 23.07%3.55%$397.0057.62%40.44%

Current Portfolio

The Small Dogs are presented below in the pie chart to show both the current allocation and diversification. The percent allocation is automatically updated based on the market and performance of the underlying securities. The initial allocation for the Dow 10 and Dow 5 strategies assumes an equal percentage in each security. Variations from the initial allocation highlights the strength or weakness of a security.

Dow 5 Dividend

Dividends Received by Industry Sector for the Small Dogs of the Dow portfolio is displayed in the Pie chart below. As dividends are received the pie chart will automatically be updated to reflect the most current receipts aggregated by sector.

 

DOW5 Performance Summary

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