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Beating The S&P With Quality Dividend Stocks - November Update

Published Wed, 23 Dec 2020 00:39:27 -0500 on Seeking Alpha

Seeking AlphaDividend Quick PicksBeating The S&P With Quality Dividend Stocks - November UpdateDec. 23, 2020 12:39 AM ET|| Includes: ACN, ADP, BK, BLK, CMCSA, COST, DPZ, FAST, FDS, GGG, HD, INTU, JKHY, LMT, LOW, MA, MCO, MSCI, MSFT, NOC, NTRS, ROP, TROW, USB, V, WSTby: Dividend Yield TheoristDividend Yield Theorist Dividend Investing, Dividend Growth InvestingSummaryLast month the S&P 500 recorded its third-highest single month total return in the last 33 years.
The Quality Dividend Stock Portfolio was up 10.07% for the month of November.
The portfolio is trailing its benchmark by 82 basis points with one month to go this year.
Market Review for November
November was an outstanding month to be invested in the market. The S&P 500 total return was up 10.95%, outpacing its long-term average annual return in a single month. Since 1988, the index has averaged roughly a 9.9% annualized return. It may not seem like a rare occurrence to have a double-digit single month return seeing how this is the second time it occurred this year, but in reality, it is extremely rare. The last time we experienced a double-digit single month total return was April of 2020, the S&P 500 was up 12.82%. Coincidentally, that was also the best single month total return for the S&P 500 since 1988. But aside from April and November of this year the S&P 500 total return has only had two more double-digit total return months. The most recent occurrence, prior to 2020, was October of 2011, the index was up 10.93%. Prior to that, in December of 1991 the index was up 11.44%. This means that November of 2020 was the third-best month for the S&P 500 total return in the last almost 33 years. Of course, the S&P 500 index has been around longer than 33 years. However, historical data before 1988 uses a different method for dividend reinvestment.
Portfolio Composition Recap
Quality stocks are identified by meeting the following 9 criteria that I found have... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
BLACKROCK 434.75   16.5 26.34 13.20 3.08
BANK OF NEW YORK MELLON 46.31   12.0 3.85 1.24 2.71
FASTENAL 33.63   25.1 1.34 0.88 2.68
U.S. BANCORP 55.73   13.1 4.25 1.48 2.65
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
NORTHERN TRUST 97.56   14.8 6.61 2.80 2.54
HOME DEPOT 233.80   23.3 10.04 5.44 2.33
LOCKHEED MARTIN 386.63   18.8 20.52 8.80 2.31
ADP 160.41   30.6 5.24 3.16 1.92
LOWES COMPANIES 113.88   35.6 3.20 2.20 1.91
COMCAST 46.97   17.9 2.62 0.84 1.81
ACCENTURE 195.52   27.2 7.20 2.92 1.54
NORTHROP GRUMMAN 365.22   19.5 18.72 5.28 1.49
GRACO 46.90   23.6 1.99 0.64 1.39
MICROSOFT 137.52   27.1 5.07 1.84 1.35
JACK HENRY & ASSOCIATES 146.38   41.6 3.52 1.60 1.12
DOMINO'S PIZZA 246.79   27.5 8.96 2.60 1.07
FACTSET RESEARCH SYSTEMS 276.65   32.6 8.50 2.88 1.07
MOODY'S 212.98   33.1 6.43 2.00 0.95
COSTCO WHOLESALE 289.89   35.6 8.15 2.60 0.88
INTUIT 268.25   45.5 5.90 2.12 0.70
VISA 177.98   34.2 5.21 1.00 0.57
ROPER INDUSTRIES 358.48   33.4 10.74 1.85 0.52
MASTERCARD 276.40   42.6 6.49 1.32 0.48
WEST PHARMACEUTICAL SERVICES 146.09   48.2 3.03 0.60 0.43

BLACKROCK - BLK
BLACKROCK - BLK  


Older articles featuring Blackrock (BLK):
BlackRock Declares Quarterly Dividend of $4.13 on Common Stock
BlackRock Declares Quarterly Dividend of $4.13 on Common Stock
BlackRock Declares Quarterly Dividend of $4.13 on Common Stock
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