Dividend Yield – FY2016-17

As part of my financial year clean-up, I had captured all the dividends received over last 1 year i.e. 01-Apr-2016 to 31-Mar-2017 and analyzed the performance of my portfolio vis-a-vis with the same. Last year, I had written that March usually showers dividends and this year was no different.

Having PSUs as part of my portfolio helped to get a nice small but tidy sum as dividends through out the year. So, here goes my review:

Dividend Yield for self portfolio (core + growth) : 2.08% as compared to current investments.

Some of the stocks have been removed as part of churning and new ones have been added. Without getting too statistical, I just took the overall dividends received and divided the same with my current investment.

Specifically on the stocks that I hold, REC and COAL INDIA have been the major stars, but IOC and INFY are some very wonderful silent performers. Snapshot of the dividend yields of different scrips vis-a-vis their investments is as below:

1703_div_yld

A similar analysis on my spouse’s portfolio shows a net dividend yield of 1.64% over current investments. ONGC and HEXAWARE turned out to be the major contributors to the dividend.

1703_sp_div.PNG

Suggestions/Comments/Feedback is most welcome.

Stocks Portfolio: Mar 2017

Disclaimer: This is just a running diary where I consolidate my portfolio status on a monthly level, usually at the end of the month. This is in NO WAY an Investment Advice and is not intended to be a recommendation. Please check with a SEBI registered financial adviser for legal advice before investing.

March has an unique knack of showering dividends due to the financial year closure and this year was no different. Some good dividends meant I bought some of the stocks purely from dividend money. I will address the dividend part in a separate post shortly. From this month onwards, I have split my personal portfolio into two.

Core Portfolio comprising of bell-weather giants and mainly large-cap companies that should provide stability to my portfolio as well as augment it through dividend income.

Growth Portfolio comprising of mid, small or micro cap companies that can provide a potential impetus in future. I had tried this earlier, but couldn’t succeed and hence, this is my latest re-attempt.

Self Portfolio – Core:

1703_se

Self Portfolio – Growth:

1703_se_gr

Spouse Portfolio:

1703_sp

Suggestions/comments/feedback is always welcome