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 



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

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