Jubak's Dividend Stocks for Income Investors
Jim Jubak created this portfolio to help income investors navigate the very treacherous interest-rate environment he outlined in two columns on Oct. 14 and Dec. 6, 2005. The goal of the portfolio is to find equity investments with yields at or above the yield paid by the 10-year Treasury note that are also safer than those Treasurys. As of October 2009, the portfolio had earned a 17% total return since inception versus a loss of 17% for the S&P 500 over the same period.

Select a portfolio to view:
 

Period:    Picks:   
Symbol Company name Performance Sorting Date picked Close date Pick details
SPHSuburban Propane Partners LP54.84%12/9/2008 n/a Details
OKSOneok Partners LP36.32%12/6/2005 n/a Details
DDE I du Pont de Nemours and Co32.53%12/9/2008 n/a Details
MMPMagellan Midstream Partners LP23.05%12/6/2005 n/a Details
VZVerizon Communications Inc8.65%10/9/2008 n/a Details
RYNRayonier Inc-2.61%12/6/2005 n/a Details
EEPEnbridge Energy Partners LP-3.44%12/18/2007 n/a Details
NRPNatural Resource Partners Units-24.66%12/6/2005 n/a Details
PVRPenn Virginia Resource Partners L P-32.10%12/6/2005 n/a Details
(1-9 of 9)
 
Jubak's Dividend Stocks for Income Investors, All dates10.29%
S&P 500 benchmark, All dates-18.62%
 
All: This view displays the performance of all picks for the selected time period. Closed picks appear on a gray background.

Open: This view displays the performance of open picks for the selected time period.

Closed: This view displays the performance of closed picks that were open for some portion of the selected time period. Closed picks appear on a gray background.

Performance data for Open picks is calculated daily based on the opening price on the date the stock was recommended or the start of the selected period, whichever is later, to the previous day’s closing price, plus any issued dividends in the selected time period.

Performance data for Closed picks is calculated based on the opening price on the date the stock was recommended or the start of the selected period, whichever is later, to the closing price on the date the stock was closed, plus any dividends issued during the selected time period.

Microsoft and MSN Money are not registered investment advisers and do not advise individuals as to the advisability of investing in, purchasing or selling securities or other financial products, nor does their appearance imply an endorsement by Microsoft of any specific security or trading strategy. An investor's best course of action must be based on individual circumstances. 		 
advertisement