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10 Outstanding Dividend Stocks to Buy in This Crazy Market
10 Outstanding Dividend Stocks to Buy in This Crazy Market
live (public) 0.60% December 29
what should investors do to protect and grow their portfolios?
So, what can you do to protect and grow your portfolio in this market? Here are Ilan's 10 top opportunities.
- Utilities and utility-like stocks are popular in slow-growth periods because they provide essential products and services. Southern Company (NYSE: SO) and Waste Management (NYSE: WM) produce stable earnings that are relatively sheltered from economic conditions, and they pay dividends of 4.8% and 4.4%, respectively.
- The increase in the spread between short- and long-term interest rates is a boon to mortgage REITs such as Annaly Capital (NYSE: NLY) and Annaly managed Chimera (NYSE: CIM) and Crexus, (NYSE: CXS) which make money on the difference.
- Income inequality has been growing -- 5% take home 40% of the national income and own 60% of national wealth. New kid on the block Pebblebrook Hotel Trust (NYSE: PEB) , buys luxury hotels at fire-sale prices. Luxury handbag maker Coach (NYSE: COH) continues to do well.
- Companies that earn a
large from outside of the U.S. and
Europe provide added protection against the economic slowdown in those
regions. Intel (Nasdaq: INTC),
British Alcohol and Tobacco a proxy for Philip Morris (NYSE: PM) and good old Coca-Cola (NYSE: KO)
If nothing else, this is a diversified set of companies with
interests both domestically and internationally. It will be interesting
to see how well this group performs.
Holdings (As of 12/29/2017)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | SO (Southern Company) | 0.39% | 5.35% |
| Asset1 | WM (Waste Management Inc) | 0.01% | 33.42% |
| Asset1 | CIM (Chimera Investment Corporation) | 1.60% | 28.81% |
| Asset1 | INTC (Intel Corporation) | 0.13% | 8.23% |
| Asset1 | KO (The Coca-Cola Company) | 0.35% | 2.84% |
| Asset1 | BTI (British American Tobacco p.l.c.) | 0.69% | 3.99% |
| Asset1 | NLY (Annaly Capital Management Inc) | 1.08% | 3.58% |
| Asset1 | COH (Coach Inc) | 3.77% | |
| Asset1 | PEB (Pebblebrook Hotel Trust) | 1.67% | 6.24% |
| CASH | CASH (CASH) | 0.0% | 3.77% |
* Day change on 12/29/2017.
Previous
Performance (As of 12/29/2017)
Since 12/09/2009
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 10 Outstanding Dividend Stocks to Buy in This Crazy Market | 8.4% | 12.0% | 16.3% | 16.2% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 6.0% | 22.5% | 7.9% | 13.2% | 12.4% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.0% | 14.4% | 2.6% | 7.7% | 7.7% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/09/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 12.0 | 16.3 | 16.2 | NA | 12.1 | 12.5 | 17.5 | 20.9 | 11.9 | 17.1 | -1.2 | 2.6 | 16.5 | 1.8 |
| Sharpe Ratio | NA | 1.27 | 0.86 | 1.02 | NA | 0.76 | 1.31 | 1.46 | 0.73 | 1.38 | 1.64 | -0.11 | 0.12 | 1.1 | 0.16 |
| Draw Down(%) | NA | 5.7 | 15.4 | 15.4 | NA | 17.4 | 5.7 | 8.4 | 11.5 | 6.1 | 8.1 | 15.4 | 17.4 | 9.6 | 2.3 |
| Standard Deviation(%) | NA | 9.0 | 18.6 | 15.6 | NA | 15.9 | 9.0 | 11.8 | 28.6 | 8.6 | 10.4 | 12.1 | 20.9 | 14.9 | 10.7 |
| Treynor Ratio | NA | 0.21 | 0.25 | 0.25 | NA | 0.16 | 0.22 | 0.26 | 0.34 | 0.2 | 0.22 | -0.02 | 0.03 | 0.21 | 0.02 |
| Alpha | NA | 0.01 | 0.04 | 0.03 | NA | 0.01 | 0.01 | 0.04 | 0.09 | 0.02 | -0.02 | -0.04 | 0.01 | 0.02 | 0.01 |
| Beta | NA | 0.55 | 0.63 | 0.65 | NA | 0.74 | 0.55 | 0.67 | 0.62 | 0.6 | 0.77 | 0.73 | 0.83 | 0.77 | 0.89 |
| RSquared | NA | 0.17 | 0.15 | 0.21 | NA | 0.43 | 0.17 | 0.55 | 0.09 | 0.62 | 0.66 | 0.61 | 0.87 | 0.87 | 0.67 |
| Sortino Ratio | NA | 1.64 | 1.92 | 2.09 | NA | 1.27 | 1.7 | 2.08 | 2.18 | 2.09 | 2.37 | -0.14 | 0.17 | 1.6 | 0.25 |
| Yield(%) | N/A | 1.59 | 1.14 | 1.45 | N/A | 2.73 | 1.59 | 0.04 | 1.8 | 0.65 | 3.13 | 2.84 | 5.53 | 5.61 | 0.66 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2009
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