The Dividend Champions Portfolio

The Dividend Champions are all the stocks which have raised their dividend for 25 years in a row or more, whether they are in the S&P 500 or not. The Champions list was started in late 2007 by David Fish, and up until last year was maintained by him. Unfortunately, David passed away in 2018, but since May of that year the list has been ably maintained by Justin Law. View the Dividend champions list.

I believe that if a company is a Dividend Champion, then it must be a quality company, and that you need look at nothing else to decide which universe of stocks you should consider investing in. Being a Dividend Champion tells you all you need to know about the quality of the company.

 

If you had invested in each and every Dividend Champion since the list was started in 2007, sold any that were removed due to a dividend cut of freeze, and bought any new ones that were added, you would have achieved total return of 202.98%, or an annual return of 10.18%. In the same time period, the total market return was 148.57% and the annual return was 8.29%. With the Champions a $100,000 investment would have turned into over $263,000 while for the same investment into the market would have turned into $221.000, $42,000 less than the Champions.

Below is a theoretical portfolio made up of all the Dividend Champions. It would take a sizable amount of money to be able to buy them all, which is why this is just theoretical portfolio. I demonstrate it to show how powerful investing simply based on dividend growth can be.

Returns

(YTD As of 11/8/19)

ChampionsSPY
21.34%%25.21%

Notes

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  • Price information updated every weekend.  Please refresh this page for the latest stock information.

This is a theoretical portfolio started on 1/2/19

Please refresh this page for the latest stock information.

Company name
Ticker Symbol
# Shares
Cost basis
Last Price
Market value
Div/Share
Div Yield
Comments
ABM Industries Inc.ABM317.83$32.11$38.16$12,128.390.1801.89%
Archer Daniels MidlandADM250.53$40.97$44.07$11,040.860.3503.18%
Automatic Data Proc.ADP77.41$131.12$169.07$13,087.710.7901.87%
AFLAC Inc.AFL223$45.56$53.05$11,830.150.2702.04%
Albemarle Corp.ALB111.51$91.00$64.72$7,216.930.3682.27%Purchased on 2/26/19
A.O. Smith Corp.AOS238.48$42.70$45.38$10,822.220.2402.12%
Air Products & Chem.APD63.95$160.05$230.82$14,760.941.1602.01%
Arrow Financial Corp.AROW319.71$32.02$35.97$11,499.970.2602.89%
Artesian ResourcesARTNA294.61$34.87$37.13$10,938.870.2462.65%
Atmos EnergyATO109.5$92.72$106.31$11,640.950.5752.16%
AptarGroup Inc.ATR107.66$94.07$112.63$12,125.750.3601.28%
American States WaterAWR150.87$67.04$86.15$12,997.450.3051.42%
BancFirst Corp. OKBANF203.81$49.90$59.80$12,187.840.3202.14%
Becton Dickinson & Co.BDX44.8$225.32$257.90$11,553.920.7701.19%
Franklin ResourcesBEN345.47$29.66$27.02$9,334.600.2603.85%
Brown-Forman Class BBF.B212.1$47.58$63.75$13,521.380.1661.04%
Black Hills Corp.BKH162.57$62.78$76.22$12,391.090.5352.81%
Badger Meter Inc.BMI204.97$49.21$61.59$12,624.100.1701.10%
Brady Corp.BRC234.19$43.46$57.03$13,355.860.2181.53%
Brown & Brown Inc.BRO366.42$27.56$38.22$14,004.570.0850.89%
Caterpillar Inc.CAT80.9$127.07$142.83$11,554.951.0302.88%
Chubb LimitedCB78.59$129.18$153.00$12,024.270.7501.96%
Commerce BancsharesCBSH179.76$56.37$64.85$11,657.440.2601.60%
Community Bank SystemCBU174.69$58.30$67.88$11,857.960.4102.42%
Cullen/Frost BankersCFR116.32$87.94$94.98$11,048.070.7102.99%
Cincinnati FinancialCINF131.36$77.42$106.26$13,958.310.5602.11%
Colgate-Palmolive Co.CL172.3$59.52$68.60$11,819.780.4302.51%
Clorox CompanyCLX66.59$154.14$152.75$10,171.621.0602.78%
Chesapeake Financial SharesCPKF496.77$20.46$23.70$11,773.450.1302.19%
Carlisle CompaniesCSL100.46$100.52$157.27$15,799.340.5001.27%
Computer Services Inc.CSVI410.54$24.75$43.75$17,961.130.2101.92%
Cintas Corp.CTAS60.11$167.99$253.81$15,256.522.5501.00%
Community Trust Banc.CTBI259.23$39.61$45.17$11,709.420.3803.37%
Connecticut Water ServiceCTWS151.65$66.87$69.98$10,612.470.3281.87%
Chevron Corp.CVX94.72$108.79$117.30$11,110.661.1904.06%
California Water ServiceCWT213.05$47.66$51.47$10,965.680.1981.53%
Donaldson CompanyDCI233.38$43.39$55.37$12,922.250.2101.52%
Dover Corp.DOV143.2$70.95$112.50$16,110.000.4901.74%
Enterprise Bancorp Inc.EBTC315.55$32.37$32.05$10,113.380.1602.00%Purchased on 1/15/19
Ecolab Inc.ECL68.37$147.35$185.20$12,662.120.4600.99%
Consolidated EdisonED134.31$76.46$86.56$11,625.870.7403.42%
Eagle Financial ServicesEFSI333.24$30.99$31.15$10,380.430.2603.34%
Emerson ElectricEMR171.33$59.75$75.16$12,877.160.5002.66%
Erie Indemnity CompanyERIE76.54$133.31$168.63$12,906.940.9002.13%
Essex Property TrustESS36.41$280.01$311.21$11,331.161.9502.51%Purchased on 2/21/19
Eaton Vance Corp.EV293.92$35.18$46.92$13,790.730.3803.24%
Expeditors InternationalEXPD127.96$78.71$74.38$9,517.660.5001.34%Purchased on 5/6/19
Franklin Electric Co.FELE235.98$42.88$55.57$13,113.410.1451.04%
Farmers & Merchants BancorpFMCB14.4$700.00$780.00$11,232.007.0501.81%
Federal Realty Inv. TrustFRT87.43$118.04$132.93$11,622.071.0503.16%
H.B. Fuller CompanyFUL237.41$42.67$51.00$12,107.910.1601.25%
General DynamicsGD65.08$157.21$183.17$11,920.701.0202.23%
Genuine Parts Co.GPC106.55$96.02$103.88$11,068.410.7632.94%
Gorman-Rupp CompanyGRC312.5$32.41$36.87$11,521.880.1451.57%
W.W. Grainger Inc.GWW36.12$282.36$324.31$11,714.081.4401.78%
Helmerich & Payne Inc.HP221.2$47.94$40.73$9,009.480.7106.97%
Hormel Foods Corp.HRL239.1$42.68$45.36$10,845.580.2101.85%
Illinois Tool WorksITW80.57$126.69$174.43$14,053.831.0702.45%
Jack Henry & AssociatesJKHY79.73$126.52$148.87$11,869.410.4001.07%
Johnson & JohnsonJNJ79.12$129.05$140.50$11,116.360.9502.70%
John Wiley & Sons Inc.JW.A219.29$46.97$48.51$10,637.760.3402.80%
Kimberly-Clark Corp.KMB89.89$113.94$136.98$12,313.131.0303.01%
Coca-Cola CompanyKO216.29$47.35$54.07$11,694.800.4002.96%
Lancaster Colony Corp.LANC57.29$176.86$157.26$9,009.430.6501.65%
Leggett & Platt Inc.LEG287.16$35.84$52.15$14,975.390.4003.07%
Lincoln Electric HoldingsLECO106.35$94.03$92.24$9,809.720.4902.12%Purchased 11/4/19
Linde PlcLIN65.03$156.04$205.33$13,352.610.8751.70%
Lowe's CompaniesLOW110.42$92.36$117.87$13,015.210.5501.87%
McDonald's Corp.MCD57.31$177.57$194.68$11,157.111.2502.57%
Mercury General Corp.MCY200.11$51.71$50.17$10,039.520.6285.00%
Meredith Corp.MDP199.16$51.94$35.79$7,127.940.5756.43%
Medtronic plcMDT111.7$90.96$111.13$12,413.220.5401.94%
MDU ResourcesMDU429.2$23.84$28.96$12,429.630.2082.87%
MGE Energy Inc.MGEE169.31$59.96$77.14$13,060.570.3531.83%
McGrath RentcorpMGRC199.07$51.48$77.07$15,342.320.3751.95%
McCormick & Co.MKC72.59$139.24$172.74$12,539.200.5701.32%
3M CompanyMMM53.8$190.54$169.83$9,136.851.4403.39%
Altria Group Inc.MO212.75$49.39$50.53$10,750.260.8406.65%
MSA Safety Inc.MSA107.7$94.27$124.42$13,400.030.4201.35%
Middlesex Water Co.MSEX189.75$53.35$63.15$11,982.710.2561.62%
NACCO IndustriesNC298.56$33.90$49.15$14,674.220.1901.55%
Nordson Corp.NDSN84.47$119.35$166.25$14,043.140.3800.91%
NextEra Energy Inc.NEE55.36$184.04$234.27$12,969.191.2502.13%Purchased on 2/15/19
National Fuel GasNFG200.24$51.18$45.08$9,026.820.4353.86%
Northeast Indiana BancorpNIDB241.02$41.49$42.00$10,122.840.2702.57%Purchased 11/4/19
National Retail PropertiesNNN214.06$48.51$54.59$11,685.540.5153.77%
Nucor Corp.NUE197.36$51.81$57.75$11,397.540.4002.77%
Northwest Natural GasNWN170.15$60.46$68.56$11,665.480.4752.77%
Realty Income Corp.O164.27$63.04$75.75$12,443.450.2273.60%
Old Republic InternationalORI521.76$20.57$22.75$11,870.040.2003.52%
People's United FinancialPBCT722.96$14.43$16.50$11,928.840.1784.30%
PepsiCo Inc.PEP92.55$110.48$137.16$12,694.160.9552.79%
Procter & Gamble Co.PG111.85$91.92$124.87$13,966.710.7462.39%
Parker-Hannifin Corp.PH68.39$149.14$201.47$13,778.530.8801.75%
Pentair Ltd.PNR269.67$37.78$45.05$12,148.630.1801.60%
PPG Industries Inc.PPG99.49$102.23$132.98$13,230.180.5101.53%
PSB Holdings Inc.PSBQ451.84$22.50$27.25$12,312.640.2001.47%
RLI Corp.RLI146.16$68.99$92.20$13,475.950.2301.00%
Roper Technologies Inc.ROP37.73$266.52$344.33$12,991.570.5130.60%
Ross Stores Inc.ROST107.02$94.17$115.06$12,313.720.2550.89%Purchased on 3/5/19
RPM International Inc.RPM174.12$58.78$74.41$12,956.270.3601.94%
Southside BancsharesSBSI290$35.12$35.67$10,344.300.3103.48%Purchased on 5/9/19
Stepan CompanySCL136.24$74.00$98.32$13,395.120.2751.12%
SEI Investments CompanySEIC217.76$46.20$64.43$14,030.280.3301.02%
Sherwin-Williams Co.SHW25.6$393.46$576.57$14,760.191.1300.78%
SJW Corp.SJW183.21$55.62$71.27$13,057.380.3001.68%
Tanger Factory Outlet CentersSKT534.23$20.22$15.78$8,430.150.3559.00%
Sonoco Products Co.SON193.66$53.13$61.14$11,840.370.4302.81%
S&P Global Inc.SPGI59.3$169.94$272.06$16,133.160.5700.84%
1st Source Corp.SRCE253.65$40.34$50.99$12,933.610.2902.27%
Stanley Black & DeckerSWK84.8$119.74$158.59$13,448.430.6901.74%
Stryker Corp.SYK64.29$156.75$200.40$12,883.720.5201.04%
Sysco Corp.SYY163.23$62.66$83.13$13,569.310.4502.17%
AT&T Inc.T372.61$28.54$38.04$14,174.080.5105.36%
Telephone & Data Sys.TDS312.52$32.54$24.31$7,597.360.1652.71%
Target Corp.TGT155.19$66.09$126.45$19,623.780.6602.09%
First Financial Corp.THFF255.42$40.15$44.33$11,322.770.5202.35%
Tompkins Financial Corp.TMP136.64$75.01$87.85$12,003.820.5202.37%
Tennant CompanyTNC193.94$52.11$78.59$15,241.740.2201.12%
Tootsie Roll IndustriesTR301.58$33.40$35.28$10,639.740.0901.02%
Thomson Reuters Corp.TRI210.64$48.31$70.90$14,934.380.3602.03%
T. Rowe Price GroupTROW110.63$92.32$124.50$13,773.440.7602.44%
Calvin B. Taylor Bankshares Inc.TYCB301.77$33.62$35.25$10,637.390.2502.84%
Urstadt Biddle PropertiesUBA548.33$19.22$24.72$13,554.720.2754.45%
United Bankshares Inc.UBSI330.21$31.11$37.72$12,455.520.3503.71%
UGI Corp.UGI190.67$53.35$43.40$8,275.080.3253.00%
Universal Health Realty TrustUHT166.9$61.37$121.86$20,338.430.6802.23%
UMB Financial Corp.UMBF166.34$60.97$67.37$11,206.330.3101.84%
United TechnologiesUTX95.55$106.48$146.22$13,971.320.7352.01%
Universal Corp.UVV194.69$54.15$53.59$10,433.440.7605.67%
VF Corp.VFC151.37$67.18$90.85$13,751.960.4802.11%
Westamerica BancorpWABC184.23$55.68$65.74$12,111.280.4102.49%
Walgreens Boots Alliance Inc.WBA149.81$68.33$58.71$8,795.350.4583.12%
Weyco Group Inc.WEYS351.9$29.17$24.42$8,593.400.2403.93%
Wal-Mart Inc.WMT109.04$93.15$119.36$13,015.010.5301.78%
West Pharmaceutical ServicesWST102.53$98.03$144.73$14,839.170.1600.44%
Aqua America Inc.WTR297.52$34.19$45.37$13,498.480.2342.07%
ExxonMobil Corp.XOM153.7$68.19$69.66$10,706.740.8705.00%
Bemis CompanyBMS220.39$45.90$57.25$12,617.33********Sold on 6/11/19
Vectren Corp.VVC138.92$71.98$72.38$10,055.03********Sold on 2/1/19

Recent Changes

11/4/19 Lincoln Electric Holdings (LECO) and Northeast Indiana Bancorp (NIDB) were added to the Dividend Champions list when they increased their dividend for the 25th year on a row, and were therefore added to this portfolio.

11/5/19 Emerson Electric Co. raised its dividend from 0.49/share to .50/share, and increase of 2.0%

11/6/19 Atmos Energy Corp raised its dividend from 0.525/share to .575/share, and increase of 9.5%

11/8/19 Snap-on Incorporated (SNA) raised its dividend from 0.95/share to 1.08/share, and increase of 13.7%

11/12/19 : Automatic Data processing (ADP) Raised its dividend from 0.79/shares to 0.91/shares, an increase of 15.2%

11/13/19 : Lancaster Colony (LANC) Raised its dividend from 0.65/shares to 0.70/shares, an increase of 7.7%

11/21/19 Brown-Forman (NYSE:BF.B) declares $0.1743/share quarterly dividend5% increase from prior dividend of $0.1660