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Jim Royal`s August 2011 Huge Dividend Play
live (public) 0.11% May 23
Jim Royal from the Motely Fool recently announced five huge dividend plays.
We have to recognize that we are in a period of
heightened sensitivity and therefore heightened volatility. We know that
the US and Europe are caught between a rock and a hard place with the
need to reduce deficits without causing the tender green shoots of
recovery to wither. Therefore, we are going to see big swings as we go
through this period. The question is whether this heightened sensitivity
gives rise to modifying and investment strategy.
He selects one energy and five energy distribution companies
|
Company |
TTM Yield |
Distributions per share |
|---|---|---|
| Atlas Pipeline Partners LP (NYSE: APL ) | 5.4% | $1.59 |
| Linn Energy LP (Nasdaq: LINE ) | 7.2% | $2.67 |
| Inergy LP (NYSE: NRGY ) | 3.5% | $0.98 |
| El Paso Pipeline Partners LP (NYSE: EPB ) | 5.1% | $1.79 |
| Boardwalk Pipeline Partners LP | 8.1% | $2.08 |
| Energy Transfer Partners LP (NYSE: ETP ) | 7.9% | $3.58 |
| Average | 6.4% |
Source: Capital IQ, a division of Standard & Poor's.
It is certainly worth considering high dividend stocks to provide stable income along with the recognition that, in the short term, energy and its distribution is likely to fare well as the summer wanes and we move towards the shorter days and longer nights in the northern hemisphere. So we are going to evaluate this portfolio for its returns to see whether it would be worth considering this portfolio as part of an investment strategy.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | LINE (Linn Energy Llc) | 0.23% | |
| Asset1 | ETP (Energy Transfer Partners L.P) | 0.52% | 20.01% |
| Asset1 | BWP (Boardwalk Pipeline Partners LP) | 0.18% | 13.10% |
| CASH | CASH (CASH) | 0.0% | 66.66% |
* Day change on 05/23/2016.
Previous
Since 11/29/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Jim Royal`s August 2011 Huge Dividend Play | 5.1% | -17.2% | -12.5% | -4.8% | 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
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/29/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -17.2 | -12.5 | -4.8 | NA | 1.9 | 5.1 | -21.4 | -8.3 | 7.1 | -0.7 | 0.7 | 33.1 | 87.5 | -42.7 | 1.4 |
| Sharpe Ratio | NA | -1.12 | -0.72 | -0.28 | NA | 0.08 | 0.29 | -1.6 | -0.41 | 0.43 | -0.06 | 0.03 | 1.94 | 3.66 | -0.99 | 0.06 |
| Draw Down(%) | NA | 29.0 | 42.5 | 42.9 | NA | 50.7 | 10.3 | 26.8 | 18.9 | 17.1 | 11.9 | 22.7 | 10.9 | 15.4 | 50.3 | 7.1 |
| Standard Deviation(%) | NA | 15.4 | 17.3 | 17.5 | NA | 22.9 | 17.2 | 13.4 | 20.2 | 16.3 | 13.5 | 21.4 | 17.0 | 23.9 | 43.9 | 19.2 |
| Treynor Ratio | NA | -0.36 | -0.23 | -0.08 | NA | 0.03 | 0.08 | -0.54 | -0.13 | 0.09 | -0.01 | 0.01 | 0.56 | 1.42 | -0.61 | 0.03 |
| Alpha | NA | -0.07 | -0.06 | -0.04 | NA | 0.0 | 0.05 | -0.09 | -0.06 | -0.05 | -0.03 | 0.01 | 0.09 | 0.2 | -0.07 | 0.07 |
| Beta | NA | 0.48 | 0.55 | 0.6 | NA | 0.65 | 0.64 | 0.4 | 0.65 | 0.77 | 0.58 | 0.63 | 0.59 | 0.62 | 0.72 | 0.41 |
| RSquared | NA | 0.27 | 0.18 | 0.29 | NA | 0.38 | 0.35 | 0.21 | 0.14 | 0.28 | 0.3 | 0.46 | 0.4 | 0.49 | 0.43 | 0.14 |
| Sortino Ratio | NA | -1.53 | -0.95 | -0.37 | NA | 0.11 | 0.41 | -2.11 | -0.53 | 0.59 | -0.08 | 0.04 | 2.7 | 5.6 | -1.42 | 0.11 |
| Yield(%) | N/A | 2.63 | 4.84 | 5.82 | N/A | 7.47 | 1.43 | 3.45 | 6.98 | 7.32 | 7.14 | 6.61 | 7.48 | 11.75 | 7.56 | 0.0 |
| 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 11/29/2007
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