A 5 Dividend Stock Portfolio: How Does It Stack Up?

Matt Koppenheffer has previously listed five stocks for long term dividend-based performance. As we continue through these choppy waters, dividends are increasingly important to generate income even while valuations fluctuate. He is now suggesting another set of dividend royalty -- stocks that you can hold for the long term and that will deliver an income stream through good and bad times. We will measure the performance of this new selection and compare it with his last set that he recommended a couple of months ago. We have evaluated a number of stock portfolios that have different properties. The goal is to find a portfolio that can be held for the long term and will deliver risk adjusted returns. It's important to look at the volatility as much as the returns. When things are going well, we may want to chase the growth but as soon as there is a downturn,... Read more