Conservative Retirees Portfolio

Portfolio Stats

As of 1/1/2017

Market Value:               $123,660

Dividend Yield:                    3.5%

Forward P/E Ratio:              17.9

Beta:                                    0.70

Dividend Events

Increases: 38     Decreases: 0

Portfolio Trades

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Click on any ticker symbol below to learn more about the company, view 25+ years of dividend data, and quickly analyze 10+ years of key fundamental metrics. Each stock has been analyzed in-depth. Please review our dividend newsletter for the most recent trade alerts, stock analysis, and performance data.

Conservative Retirees

TickerCompany NameSectorIndustryCategorySizeSize_DetailsSafety ScoreGrowth ScoreYield ScoreDividend YieldDividend_Growth_StreakEPS_PayoutFive_year_EPS_PayoutFCF_PayoutFive_year_FCF_PayoutEx_Dividend_DatePay_DateOne_year_dividend_growthThree_year_dividend_growthFive_year_dividend_growthTen_year_dividend_growthAnnual_DividendDividend_AmountPayment_FrequencyPE_RatioFCF_YieldEV_SalesEV_EBITPB_RatioEntry DateEntry PriceSPY_PriceStock ReturnS&P 500 ReturnRelative ReturnEntry_Date_TwoResearch
AEP American Electric Power Utilities Electric Power 0.23 31728 Large: $10B to $100B 79 29 74 3.7 5+ Years 162.0 63 -315 213 02/08/2017 03/10/2017 6 5 4 4 2.4 0.6 Quarterly 45.2 3.3 48.4 1.8 06/19/2015 $54.47 204.1 25.5 15.2 10.3 06/19/2015
CMP Compass Minerals International Basic Materials Diversified Chemicals 0.51 2625 Mid: $2B to $10B 51 10 74 3.7 10+ Years 77.0 56 -151 63 02/27/2017 03/15/2017 5 8 9 9 2.9 0.7 Quarterly 21.5 3.9 21.4 4.0 08/06/2015 $80.54 201.7 2.1 16.6 -14.5 08/06/2015
XOM Exxon Mobil Corporation Energy Integrated Oil 0.91 335528 Mega: > $100B 52 10 74 3.7 20+ Years 175.0 33 2,398 97 02/08/2017 03/10/2017 3 7 10 9 3.0 0.8 Quarterly 38.2 0.2 1.6 36.0 1.9 07/31/2015 $79.29 203.8 10.8 15.4 -4.5 07/31/2015
Join Now Join Now Consumer Staples Miscellaneous Food 0.56 33457 Large: $10B to $100B 95 59 69 3.2 10+ Years 71.0 53 67 52 01/06/2017 02/01/2017 8 9 10 10 1.9 0.5 Quarterly 22.1 4.8 2.6 16.1 7.6 06/17/2015 $55.25 202.9 13.0 15.9 -2.9 06/17/2015 Join Now
Join Now Join Now Medical Pharma 0.74 325790 Mega: > $100B 98 79 60 2.7 20+ Years 56.0 53 55 47 02/24/2017 03/14/2017 7 7 7 8 3.2 0.8 Quarterly 21.1 4.9 4.3 16.1 4.5 06/25/2015 $99.12 203.1 25.2 15.7 9.4 06/25/2015 Join Now
Join Now Join Now Consumer Discretionary Food & Restaurants 0.69 106315 Mega: > $100B 92 60 65 2.9 20+ Years 68.0 56 64 73 02/27/2017 03/15/2017 5 5 7 14 3.8 0.9 Quarterly 24.2 4.4 5.2 17.1 -65.3 07/07/2015 $96.68 201.4 38.5 16.8 21.8 07/07/2015 Join Now
Join Now Join Now Consumer Staples Tobacco 0.94 160910 Mega: > $100B 87 33 77 4.0 5+ Years 99.0 65 95 65 12/20/2016 01/10/2017 2 5 8 4.2 1.0 Quarterly 24.8 4.2 2.5 18.4 -15.6 06/19/2015 $82.66 204.1 35.7 15.2 20.5 06/19/2015 Join Now
Join Now Join Now Consumer Staples Soap & Cleaning Preparations 0.64 232026 Mega: > $100B 99 51 65 2.9 20+ Years 49.0 67 71 57 01/18/2017 02/15/2017 2 4 5 8 2.7 0.7 Quarterly 16.6 4.2 3.8 18.4 4.3 07/01/2015 $79.72 200.9 21.0 17.0 4.0 07/01/2015 Join Now
Join Now Join Now Utilities Diversified Communications Services 0.43 202115 Mega: > $100B 87 26 83 4.7 10+ Years 71.0 50 82 40 01/06/2017 02/01/2017 3 3 3 5 2.3 0.6 Quarterly 15.3 5.7 2.4 11.4 9.1 06/30/2015 $46.61 199.3 14.3 18.0 -3.7 06/30/2015 Join Now
Join Now Join Now Technology General Semiconductors 1.03 174605 Mega: > $100B 93 87 63 2.9 < 5 Years 49.0 40 48 43 02/03/2017 03/01/2017 8 5 6 10 1.0 0.3 Quarterly 17.3 6.0 3.2 14.5 2.7 07/15/2015 $29.69 203.9 29.8 15.3 14.5 07/15/2015 Join Now


 

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