Dow Dividend Starting Months/Holding Periods

Some things you should know about the returns shown in the table below:

Start   Hold for 1 year Hold for 2 years Hold for 3 years	
Month   BTD5    High10  BTD5    High10   BTD5    High10  

Jan 13.70% 12.38% 16.18% 13.93% 14.90% 13.01% Feb 16.01% 14.13% 17.13% 15.36% 15.73% 13.94% Mar 14.81% 12.81% 16.87% 14.31% 15.35% 13.13% Apr 16.13% 13.51% 17.69% 14.71% 15.72% 13.05% May 16.48% 13.26% 16.11% 13.96% 14.68% 12.85% Jun 15.99% 13.84% 15.95% 14.24% 15.07% 13.26% Jul 17.34% 14.51% 16.10% 14.28% 15.70% 13.74% Aug 16.50% 14.09% 16.22% 13.91% 16.55% 13.59% Sep 15.95% 14.13% 16.40% 14.20% 16.55% 13.98% Oct 17.92% 15.21% 17.61% 14.59% 16.43% 14.04% Nov 17.56% 15.69% 17.83% 15.52% 16.01% 14.70% Dec 17.05% 14.34% 18.14% 15.03% 15.81% 14.45%

Based on the data in the table: The two most attractive times and hold periods are:
  1. The BTD5 held for two years starting late in the year (buy in Nov. or Dec.)
  2. The BTD5 held for one year purchased at the end of Oct. or in Nov.
These conclusions are similar to but not quite the same as those reached previously based on data through 1996, two years less than the data used in the table above. Click here to see the older data and analysis.

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