Find A Portfolio/Ticker
Comparison Box
Fools Safer Alternative to Bonds
live (public) 1.81% May 01
With the current turbulence in the market, our observations of the current global asset trends are:
- Gold and international bonds and treasury bonds are at the top
- Commodity (DBC) is now above its 200 day simple average, as is agriculture commodity (DBA)
- Precious metals and commodities are the only risk asset that still above cash but ranked below U.S. total bond index (BND).
- All other risk assets (U.S. stocks, international stocks, emerging market and frontier stocks, REITs and high yield bonds) are now ranked lower than cash (SHV)
With this backdrop, dividends remain a key aspect of analysis.
Dividends are the key link between corporate fundamentals and
fear-induced stock prices. Strong dividends linked to
fundamentally sound companies are critical to riding out this
current wave of fear and uncertainty.
Jonas Elmerraji reviews a select
group of the stocks that declared dividend increases the
previous week
His list is
- News Corp.(NWSA)
- SunTrust Banks(STI)
- Torchmark (TMK)
- Buckeye Partners(BPL)
- Scotts Miracle-Gro (SMG)
- Kinross Gold (KGC)
- Ritchie Bros. Auctioneers(RBA)
This is an interesting list of companies that we haven't
reviewed before. This gives variety of market sements --
entertainment, banking, insurance, oil, gold, household and
agricultural. Intuitively, this should be a set of segments that
should ride out the current turbulence well.
Note that we are not recommending this selection, we are measuring what Jonas is recommending, but it is an interesting group.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | CIM (Chimera Investment Corporation) | 3.16% | 6.55% |
| Asset1 | EXC (Exelon Corporation) | 0.69% | 4.57% |
| Asset1 | INTC (Intel Corporation) | 0.33% | 10.47% |
| Asset1 | JNJ (Johnson & Johnson) | 4.56% | 21.01% |
| Asset1 | NGG (National Grid PLC ADR) | 0.71% | 9.54% |
| Asset1 | NLY (Annaly Capital Management Inc) | 1.23% | 26.52% |
| Asset1 | SO (Southern Company) | 1.39% | 20.42% |
| CASH | CASH (CASH) | 0.0% | 0.92% |
* Day change on 05/01/2024.
Previous
Since 11/29/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Fools Safer Alternative to Bonds | -6.1% | 1.3% | 3.0% | 2.6% | 5.7% | 8.1% |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/29/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | -6.1 | 1.3 | 3.0 | 2.6 | 5.7 | 8.1 | 4.7 | 9.4 | -0.9 | 20.0 | -14.5 | 19.1 | -6.3 | 13.0 | 9.4 | 12.8 | 19.7 | 8.3 | 0.4 | 10.7 | 8.7 | 13.4 | -29.4 | 3.7 |
| Sharpe Ratio | NA | -0.48 | -0.17 | 0.04 | 0.04 | 0.24 | NA | 0.2 | 0.32 | -0.08 | 1.6 | -0.41 | 1.87 | -0.57 | 1.55 | 0.78 | 0.55 | 2.1 | 0.73 | 0.04 | 0.71 | 0.65 | 0.63 | -0.75 | 0.27 |
| Draw Down(%) | NA | 10.6 | 14.8 | 21.5 | 39.5 | 39.5 | NA | 44.6 | 14.8 | 21.5 | 4.5 | 39.5 | 8.9 | 10.7 | 5.0 | 9.2 | 9.5 | 5.3 | 11.6 | 10.2 | 9.7 | 9.8 | 22.4 | 41.1 | 2.8 |
| Standard Deviation(%) | NA | 15.1 | 14.9 | 19.3 | 22.6 | 18.9 | NA | 19.6 | 15.7 | 26.7 | 12.5 | 36.2 | 9.4 | 13.4 | 8.0 | 11.8 | 23.3 | 9.4 | 11.4 | 8.7 | 15.0 | 13.3 | 21.1 | 40.1 | 13.1 |
| Treynor Ratio | NA | -0.14 | -0.03 | 0.01 | 0.01 | 0.08 | NA | 0.21 | 0.06 | -0.04 | 0.28 | -0.16 | 0.34 | -0.59 | -1.74 | 1.16 | -10.57 | 21.3 | -1.89 | -0.06 | -1.06 | -0.9 | -0.85 | 1.25 | -0.23 |
| Alpha | NA | -0.11 | -0.05 | 0.0 | -0.02 | 0.0 | NA | 0.02 | -0.04 | 0.06 | 0.0 | -0.11 | 0.01 | -0.02 | 0.05 | 0.03 | 0.06 | 0.07 | 0.04 | 0.01 | 0.05 | 0.04 | 0.08 | -0.15 | 0.17 |
| Beta | NA | 0.54 | 0.74 | 0.66 | 0.8 | 0.6 | NA | 0.19 | 0.84 | 0.62 | 0.72 | 0.93 | 0.52 | 0.13 | -0.07 | 0.08 | -0.01 | 0.01 | -0.04 | -0.05 | -0.1 | -0.1 | -0.16 | -0.24 | -0.16 |
| RSquared | NA | 0.18 | 0.34 | 0.34 | 0.56 | 0.31 | NA | 0.04 | 0.49 | 0.3 | 0.57 | 0.8 | 0.47 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.02 | 0.04 | 0.06 | 0.04 |
| Sortino Ratio | NA | -0.61 | -0.23 | 0.06 | 0.06 | 0.36 | NA | 0.29 | 0.46 | -0.15 | 2.31 | -0.53 | 2.65 | -0.76 | 2.21 | 1.06 | 1.38 | 3.2 | 1.09 | 0.05 | 0.98 | 0.91 | 0.88 | -1.05 | 0.42 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.65 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 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
Or Start FREE 30-day trial now >>