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Solid Dow Dividends With Highest European Exposure
0.08%January 08 | MyPlanIQ portfolio symbol P_35692

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


Europe is a flashing red blip on everybody's RADAR screens. Brian Stoffel of the Motley Fool examined European exposure of major companies who are likely to be responsible for a great deal of the dividends on which many will rely over the next few quarters. In the last article we used Brian's approach to select 19 top dividend earners and we saw how they performed.

To further refine the list, we want to get a ranking of European exposure and map that in. I want to find a blind filter -- something that doesn't rely on qualitative analysis even of quantitative data. So, I devised a simple scoring system.

I took the Payout ratio and divided it by the dividend yield and then multiplied it by (1-% of European revenue).

My reasoning was that the higher the payout the better. The lower the dividend yield the better and the smaller the European revenue the better. This would enable me to rank the equities in what could be a blind but, hopefully, meaningful way. As Wal-Mart, Travelers, and Microsoft didn't offer detailed enough information on European exposure in their reports, I arbitrarily assigned the revenue percentage to 50. I know it is lower than that but I wanted to be conservative. If data comes to light, this can be changed or you can arbitrarily decide to put one of these in. It's not as if there are any really horrible stocks in the mix.


Company Payout Ratio Dividend Yield % of European Revenue  2010 Score
JPMorgan Chase (NYSE: JPM)  3.50% 13% 28% 19%
Chevron (NYSE: CVX)  3.50% 22% 7% 15%
Intel (Nasdaq: INTC)  3.70% 32% 13% 10%
ExxonMobil (NYSE: XOM)  2.50% 22% 21% 9%
Home Depot (NYSE: HD)  3.20% 43% 0% 7%
Coca-Cola (NYSE: KO)  2.90% 34% 15% 7%
Boeing (NYSE: BA)  2.70% 33% 12% 7%
Microsoft (NYSE: MSFT)  3.30% 23% 50% 7%
General Electric (NYSE: GE)  4.10% 48% 21% 7%
DuPont (NYSE: DD)  3.70% 45% 26% 6%
3M (NYSE: MMM)  2.90% 37% 23% 6%
United Tech (NYSE: UTX)  2.70% 34% 25% 6%
Pfizer (NYSE: PFE)  4.30% 54% 28% 6%
Johnson & Johnson (NYSE: JNJ)  3.70% 54% 26% 5%
Procter & Gamble (NYSE: PG)  3.40% 51% 34% 4%
Wal-Mart (NYSE: WMT)  2.60% 30% 50% 4%
Kraft (NYSE: KFT)  3.40% 64% 24% 4%
Travelers (NYSE: TRV)  3.10% 41% 50% 4%
McDonald's (NYSE: MCD)  3% 48% 40% 4%

Source: Yahoo! Finance.


It's impossible to be completely blind and I was surprised that JPM came top of the list. To fully explore whether this is of any use, I am going to split the group into the top half and bottom half. I will take everything that scored 7% and above and those that scored 6% and less.

We will compare these with our dividend ETF benchmark and the original set of all of them.

Click here for more portfolio details and features ►

Holdings




Historical Performance


Solid Dow Dividends With Highest European Exposure Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Solid Dow Dividends With Highest European Exposure -0.29% 6.28% -13.13% -5.75% -1.26% 3.02% 3.53% 3.72%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.64% 25.78% 9.74% 14.44% 13.04% 13.59% 10.37% 10.73%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.16% 11.15% 2.90% 5.94% 6.05% 6.80% 5.91% 6.39%
Data as of 01/08/2025, AR inception is 06/11/2004

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Solid Dow Dividends With Highest European Exposure Historical Return Chart


Calculators


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Rolling Returns


From 06/11/2004 to 01/08/2025, the worst annualized return of 3-year rolling returns for Solid Dow Dividends With Highest European Exposure is -13.59%.
From 06/11/2004 to 01/08/2025, the worst annualized return of 5-year rolling returns for Solid Dow Dividends With Highest European Exposure is -7.05%.
From 06/11/2004 to 01/08/2025, the worst annualized return of 10-year rolling returns for Solid Dow Dividends With Highest European Exposure is -2.07%.
From 06/11/2004 to 01/08/2025, the worst annualized return of 20-year rolling returns for Solid Dow Dividends With Highest European Exposure is 3.5%.

Maximum Drawdown

Solid Dow Dividends With Highest European Exposure Maximum Drawdown