A Look At A Highly Rated Dividend Portfolio
The above graph shows the dollar amount of dividends divided by groups and then industries for a sample portfolio of 41 highly rated stocks assuming constant prices over a 1 year period.
Let us now look at the average percentage return for the same stocks into groups and industries:
The stocks are listed below:
| Group | Industry | Company | Ticker |
| Basic Materials | Mineral Resources | SunCoke Energy Partners LP | SXCP |
| Industrials | Transportation | Navios Maritime Midstream Partners LP | NAP |
| Energy | Energy Fossil Fuels | Transocean Partners LLC | RIGP |
| Financials | Banking Investment Services | Ellington Financial LLC | EFC |
| Energy | Energy Fossil Fuels | Golar LNG Partners LP | GMLP |
| Energy | Energy Fossil Fuels | Frontline Ltd | FRO |
| Financials | Real Estate | Apollo Commercial Real Estate Finance Inc | ARI |
| Energy | Energy Fossil Fuels | KNOT Offshore Partners LP | KNOP |
| Energy | Energy Fossil Fuels | GasLog Partners LP | GLOP |
| Healthcare | Pharmaceuticals Medical Research | Theravance Inc | INVA |
| Energy | Renewable Energy | Enviva Partners LP | EVA |
| Telecommunications Services | Telecommunications Services | Centurylink Inc | CTL |
| Energy | Energy Fossil Fuels | Natural Resource Partners LP | NRP |
| Energy | Energy Fossil Fuels | MPLX LP | MPLX |
| Financials | Real Estate | Xinyuan Real Estate Co Ltd | XIN |
| Cyclical Consumer Goods Services | Cyclical Consumer Services | Gannett Co Inc | GCI |
| Energy | Energy Fossil Fuels | CONE Midstream Partners LP | CNNX |
| Utilities | Utilities | Korea Electric Power Corp | KEP |
| Cyclical Consumer Goods Services | Automobiles Auto Parts | General Motors Co | GM |
| Basic Materials | Chemicals | Braskem SA | BAK |
| Cyclical Consumer Goods Services | Automobiles Auto Parts | Ford Motor Co | F |
| Cyclical Consumer Goods Services | Retailers | Kohls Corp | KSS |
| Basic Materials | Mineral Resources | Ternium SA | TX |
| Consumer NonCyclicals | Personal Household Products Services | Outerwall Inc | OUTR |
| Energy | Energy Fossil Fuels | Valero Energy Corp | VLO |
| Technology | Software IT Services | CSP Inc | CSPI |
| Healthcare | Healthcare Services | Digirad Corp | DRAD |
| Basic Materials | Applied Resources | Greif Inc | GEF |
| Financials | Insurance | Prudential Financial Inc | PRU |
| Financials | Banking Investment Services | Summit State Bank | SSBI |
| Financials | Insurance | Kingstone Companies Inc | KINS |
| Basic Materials | Mineral Resources | ArcelorMittal SA | MT |
| Industrials | Industrial Services | ManpowerGroup Inc | MAN |
| Financials | Banking Investment Services | Timberland Bancorp Inc | TSBK |
| Basic Materials | Chemicals | Trinseo SA | TSE |
| Financials | Insurance | XL Group PLC | XL |
| Telecommunications Services | Telecommunications Services | Nippon Telegraph and Telephone Corp | NTT |
| Industrials | Transportation | Allegiant Travel Co | ALGT |
| Financials | Banking Investment Services | Peoples Bancorp of North Carolina Inc | PEBK |
| Financials | Banking Investment Services | BBVA Banco Frances SA | BFR |
| Financials | Insurance | Willis Group Holdings PLC | WLTW |
The End...
Disclosure: I am/we are long ARI
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