Home Run Number 47

I'm celebrating DivGro's 47th Home Run! When a stock in my DivGro portfolio doubles the original investment in total returns, I label it a Home Run stock!

Home Run Number 47
Photo by engin akyurt / Unsplash

In my article celebrating TJX as DivGro's 46th Home Run, I identified Snap-on (SNA) as a Home Run contender with annualized total returns of 97%. Well, SNA just became DivGro's 47th Home Run!

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When a stock in my DivGro portfolio doubles my original investment in total returns, I label it a Home Run stock. 

I celebrate home runs in milestone articles to illustrate that dividend growth investing can be quite lucrative! Home runs are perfect examples of Slow and Steady wins the Race and demonstrate why I prefer Time in the Market over Timing the Market.

DivGro's Home Runs


Here are details of DivGro's home runs with updated total returns (and annualized total returns):

Home
Run
 Company (Ticker) Status Total
Returns
Annualized
Returns
#1  General Dynamics (GD) Own 100 shares 99% 22%
#2  Nippon Telegraph & Telephone (NTT) CLOSED 125% 37%
#3  Digital Realty Trust (DLR) CLOSED 102% 44%
#4  Altria (MO) own 300 shares 24% 7%
#5  Reynolds American (RAI) CLOSED 180% 53%
#6  Main Street Capital (MAIN) own 300 shares 179% 27%
#7  Microsoft (MSFT) own 100 shares 664% 87%
#8  UnitedHealth (UNH) own 50 shares 105% 29%
#9  Northrop Grumman (NOC) CLOSED 132% 46%
#10  McDonald's (MCD) own 50 shares 118% 25%
#11  AbbVie (ABBV) own 100 shares 173% 26%
#12  Lockheed Martin (LMT) own 40 shares 63% 18%
#13  Raytheon Technologies (RTX) own 100 shares 65% 27%
#14  Netflix (NFLX) CLOSED 90% 16%
#15  INTEL (INTC) CLOSED 16% 6%
#16  Valero Energy (VLO) CLOSED 90% 23%
#17  Aflac (AFL) own 200 shares 94% 26%
#18  Apple (AAPL) own 200 shares 749% 104%
#19  Xcel Energy (XEL) own 200 shares 23% 8%
#20  Amazon.com (AMZN) CLOSED 71% 13%
#21  Salesforce.com (CRM) CLOSED 16% 5%
#22  Procter & Gamble (PG) own 100 shares 23% 8%
#23  Taiwan Semiconductor Manufacturing (TSM) CLOSED 47% 40%
#24  Pinterest (PINS) CLOSED 161% 176%
#25  Air Products and Chemicals (APD) own 16 shares 100% 22%
#26  QUALCOMM (QCOM) own 100 shares 14% 6%
#27  Cummins (CMI) own 100 shares 82% 24%
#28  NextEra Energy (NEE) own 250 shares 25% 15%
#29  BlackRock (BLK) own 35 shares 101% 22%
#30  T. Rowe Price (TROW) own 150 shares 55% 13%
#31  Texas Instruments (TXN) own 100 shares 82% 22%
#32  Alphabet (GOOG) own 40 shares 157% 26%
#33  Disney (DIS) CLOSED 88% 15%
#34  Lowe's (LOW) own 100 shares 169% 32%
#35  FedEx (FDX) CLOSED 46% 14%
#36  NIKE (NKE) own 15 shares 37% 9%
#37  Starbucks (SBUX) own 200 shares 60% 16%
#38  Accenture plc (ACN) own 10 shares 86% 21%
#39  Broadcom (AVGO) own 30 shares 253% 61%
#40  Home Depot (HD) own 100 shares 53% 18%
#41  Costco Wholesale (COST) own 10 shares 106% 27%
#42  CVS Health (CVS) CLOSED 49% 12%
#43  Archer-Daniels-Midland (ADM) own 200 shares 103% 25%
#44  Chevron (CVX) own 150 shares 84% 38%
#45  Oracle (ORCL) own 200 shares 92% 35%
#45  TJX (TJX) own 100 shares 103% 22%

Several stocks above have total returns of less than 100%. My policy is that once a stock becomes a Home Run stock, it retains that status even if the total returns should dip below 100%. That can happen if the share price drops or if I buy additional shares at a higher cost basis.

Note that I've reopened positions in DLR and NOC after closing my original positions, both home runs. Repeat positions like DLR and NOC will have to earn home run status all over again... they don't get a free ride!

Below is a snapshot of DivGro's existing home run stocks, sorted by total profit/loss%:

Thirty-three of my existing positions are home run stocks. With annualized total returns of 104%, 87%, and 61%, respectively, AAPL, MST, and AVGO are my most successful investments!

Home Run #47


DivGro's 47th Home Run is SnapOn (SNA).

I first opened a position in SNA in August 2019, buying 25 shares at a cost basis of $150.12. In February 2020, I added 35 shares at a cost basis of $158.70. Here are details of these lots:

SNA took 1,436 days to become a Home Run stock.

Below is a price chart of SNA indicating my trades and the point where the stock reached home run status:

Source: Trading View

Shortly after adding my second lot, SNA's share price tumbled about 40% due to concerns about the COVID-19 pandemic. Fortunately, the stock recovered relatively quickly, topping my highest cost basis of $158.70 on 16 October 2020.

SNA has delivered total returns of 101% (or 28% annualized), which include dividend income of $1,134.95.

No Immediate Home Run Contenders

I consider home run contenders as stocks with total returns of 80% or higher. Right now, there are no stocks in my portfolio with total returns of at least 80%.

These stocks are closest to becoming home run contenders:

PACCAR (PCAR) has the momentum advantage and likely will become my next home run contender:

Source: Yahoo! Finance

Concluding Remarks

With total returns exceeding my initial investment, SNA is the latest Home Run stock in my DivGro portfolio. PCAR looks most likely to become the next home run contender, but I think it will be quite a while before I'll celebrate another home run!


Thanks for reading, and happy investing!
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