Last Updated: December 8, 2016
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||CAT||caterpillar inc del||10.00%|
|3||CSCO||cisco sys inc||10.00%|
|4||CVX||chevron corp new||10.00%|
|5||GE||general elec co||10.00%|
|6||IBM||international business machs||10.00%|
|7||KO||coca cola co||10.00%|
|9||VZ||verizon communications inc.||10.00%|
|10||XOM||exxon mobil corp||10.00%|
Steps to Create This Folio
- The stocks in the Dow Jones Industrial Average (DJIA) were sorted according to their dividend yields (annual dividends ÷ stock price).
- We selected the 10 stocks with the highest dividend yield.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 10 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.