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 or 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 12/31/19)
Champions | SPY |
---|---|
23.63% | 30.54% |
Notes
- If viewing the chart (above) on a phone, you may need to rotate your phone to a horizontal position to view the entire chart.
- On some devices, you may not be able to view the spreadsheet (below) correctly. In that situation, feel free to download the file using one of the button options provided. (CSV, Excel or PDF)
- 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.
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 dividend, 5% increase from prior dividend of $0.1660