High And Low Performers In 2018

On this last day of 2018, I wanted to review DivGro's best and worst performers of the year. Unlike last year, when DivGro contained lots of winners, this year is a mixed bag.

Of the 49 positions I owned throughout the year, 18 are trading up and 31 are trading down. With more positions down than up, it is unsurprising that these positions are down 5.6%, on average.

The largest losses are from Ford Motor (F), down 39.6% since January 2018, and Altria Group (MO), down 30.2% since January 2018. On the other hand, Netflix (NFLX) returned 33.1% this year, and Omega Healthcare Investors (OHI) returned 28.1% in 2018.

By the way, these returns do not include dividends.

Here is a chart showing the 2018 performance of stocks I owned throughout the year:
 


That chart is not a pretty, for sure. Fortunately, these stocks have a longer history in my portfolio, so looking at their annualized returns makes for more pleasant-looking chart:
 


The returns in the Annualized Performance chart do include dividends.

I have three positions with triple-digit percentage returns:

  • Aflac (AFL) — overall returns of 101.3%
  • McDonald's (MCD) — overall returns of 105.9%
  • Microsoft (MSFT) — overall returns of 131.4%

Let's look at the bottom seven and top seven performers of 2018. These are stocks I owned on 2 January 2018 and that I still own today.


Here are the bottom seven DivGro performers:
 


 DivGro Bottom Seven Performers of 2018 
 

Ticker

 Company

Total Return

F  Ford Motor -39.6%
MO  Altria Group -30.2%
SWK  Stanley Black & Decker -28.9%
IBM  International Business Machines -26.3%
T  AT&T -26.0%
CMI  Cummins -24.5%
GD  General Dynamics -21.6%
1 2 3
View single page >> |

 

Disclaimer: I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and ...

more
How did you like this article? Let us know so we can better customize your reading experience. Users' ratings are only visible to themselves.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.