Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
Fools 5 Dividend Payers to Save your Portfolio
Fools 5 Dividend Payers to Save your Portfolio
(public) 1.64% April 16
Fools 5 Dividend Payers to Save your Portfolio
The Fool's approach is not to simply grab the biggest yields available. He
wants to look back 30 years from now
at the massive long-term returns. In addition to
worthwhile yields, he wants quality companies that we can expect to be
around 30 years from now.
With that in mind, here are five stocks that fit the bill. All five have dividend yields well in excess of the S&P's, trade at reasonable valuations. All of these businesses have what it takes to continue to succeed for decades to come.
Delayed
Holdings (As of 02/29/2012)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | JNJ (Johnson & Johnson) | 0.15% | 10.37% |
| Asset1 | MCD (McDonald’s Corporation) | 0.50% | 48.80% |
| Asset1 | KMB (Kimberly-Clark Corporation) | 0.90% | 14.35% |
| Asset1 | SYY (Sysco Corporation) | 0.27% | 8.73% |
| Asset1 | MAT (Mattel Inc) | 0.46% | 17.75% |
* Day change on 02/29/2012.
Previous
Performance (As of 04/16/2012)
Since 10/24/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Fools 5 Dividend Payers to Save your Portfolio | N/A | 21.1% | 22.8% | 9.9% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/24/2002 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 21.1 | 22.8 | 9.9 | NA | 11.2 | 0.9 | 22.9 | 17.5 | 14.2 | -6.1 | 8.9 | 26.9 | -6.1 | 16.1 | 21.4 | -4.1 |
| Sharpe Ratio | 1.4 | 1.65 | 0.49 | NA | 0.62 | 0.1 | 1.5 | 1.34 | 0.75 | -0.24 | 0.45 | 2.29 | -0.65 | 1.41 | 1.36 | -0.25 |
| Draw Down(%) | 8.8 | 8.8 | 29.1 | NA | 29.1 | 3.3 | 8.8 | 7.2 | 21.1 | 23.9 | 9.3 | 4.3 | 13.0 | 8.6 | 11.3 | 9.1 |
| Standard Deviation(%) | 15.0 | 13.8 | 18.9 | NA | 16.2 | 8.9 | 15.2 | 13.0 | 18.8 | 29.4 | 13.1 | 10.3 | 12.6 | 10.8 | 15.2 | 17.0 |
| Treynor Ratio | 0.38 | 0.41 | 0.16 | NA | 0.16 | 0.02 | 0.41 | 0.29 | 0.26 | -0.11 | 0.09 | 0.37 | -0.09 | 0.23 | 0.3 | -0.08 |
| Alpha | 0.07 | 0.05 | 0.04 | NA | 0.03 | -0.03 | 0.08 | 0.03 | 0.01 | 0.09 | 0.04 | 0.08 | -0.03 | 0.04 | 0.01 | -0.09 |
| Beta | 0.55 | 0.55 | 0.59 | NA | 0.61 | 0.38 | 0.56 | 0.6 | 0.55 | 0.62 | 0.64 | 0.63 | 0.92 | 0.65 | 0.7 | 0.53 |
| RSquared | 0.71 | 0.63 | 0.7 | NA | 0.64 | 0.22 | 0.72 | 0.7 | 0.63 | 0.75 | 0.61 | 0.38 | 0.57 | 0.45 | 0.62 | 0.42 |
| Sortino Ratio | 2.06 | 2.5 | 0.71 | NA | 0.9 | 0.14 | 2.21 | 1.98 | 1.09 | -0.34 | 0.63 | 3.85 | -0.89 | 2.12 | 2.06 | -0.32 |
| Yield(%) | 3.72 | 3.95 | 3.66 | N/A | 3.17 | 0.94 | 3.63 | 3.66 | 3.71 | 3.21 | 2.98 | 3.0 | 2.24 | 2.48 | 2.09 | 0.57 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2002
Strategies
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>