Tuesday, March 27, 2007

Dividend Aristocrats Performance Update

I took a few days off from blogging last week and the markets experienced a nice rebound. Not sure if there is a message in this or not. Last week, the Dividend Aristocrats portfolio gave up some ground to the general market. In looking at the holdings detail below, the one week return for the Aristocrats totals .70%. This compares to the Nasdaq return of 1.20% and the S&P 500 return of 1.30%. However, on a year to date basis the Aristocrats portfolio has generated a return of 1.40% versus a Nasdaq return of .90% and S&P 500 Index return of .70%.

(click on tables for larger image)

aristocrats performance summary March 27, 2007
aristocrats performance detail March 27, 2007

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