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3 Stocks to Play Stock-Market Defense
live (public) 0.13% May 03
6 Cash-Rich Stocks to Buy Before 2012
Jonas Elmerraji from thestreet.com suggests another filter through
which to pick safe investments in these choppy times. His approach is to
focus in on companies with big cash reserves -- the theory being that
M&A activities can significantly boost investor value by picking up
good companies, caught out by the current turn of events. In addition,
these companies might start or increase dividend income
His selection has a surprise in the inclusion of GM -- read the full article for details.
This is an interesting approach and a good set of equities so we will pick up his list of
companies with a big war chest and measure them against our benchmark portfolio of dividend focused ETFs.
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | JNJ (Johnson & Johnson) | 0.43% | 28.77% |
Asset1 | PG (Procter & Gamble Company) | 0.38% | 36.69% |
Asset1 | ED (Consolidated Edison Inc) | 0.33% | 34.54% |
* Day change on 05/03/2024.
Since 08/19/2002
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
3 Stocks to Play Stock-Market Defense | 6.3% | 2.2% | 6.9% | 6.8% | 8.5% | 10.7% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/19/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 6.3 | 2.2 | 6.9 | 6.8 | 8.5 | 10.7 | 8.4 | 8.1 | -3.5 | 4.9 | 18.1 | 0.2 | 23.4 | -5.7 | 16.5 | 16.5 | -0.5 | 19.1 | 19.1 | 1.6 | 16.8 | 8.3 | 11.5 | -12.7 | 9.3 | 11.6 | 5.1 | 14.3 | 7.1 | -2.0 |
Sharpe Ratio | NA | 0.46 | -0.14 | 0.33 | 0.28 | 0.48 | NA | NA | 0.48 | -0.61 | 0.2 | 1.47 | 0.0 | 2.01 | -0.46 | 2.08 | 1.48 | -0.04 | 1.87 | 1.72 | 0.18 | 1.22 | 0.73 | 0.68 | -0.5 | 0.56 | 0.95 | 0.29 | 1.33 | 0.45 | -0.12 |
Draw Down(%) | NA | 5.8 | 10.5 | 17.2 | 26.8 | 26.8 | NA | NA | 33.0 | 11.3 | 17.2 | 7.5 | 26.8 | 4.5 | 15.0 | 4.3 | 8.4 | 13.4 | 4.9 | 7.8 | 6.5 | 8.4 | 6.9 | 22.8 | 18.4 | 8.3 | 7.2 | 6.3 | 4.2 | 12.4 | 9.4 |
Standard Deviation(%) | NA | 10.9 | 11.5 | 14.0 | 18.4 | 15.5 | NA | NA | 14.8 | 12.7 | 17.2 | 12.3 | 31.0 | 10.9 | 15.4 | 7.6 | 11.0 | 14.0 | 10.2 | 11.1 | 8.7 | 13.8 | 11.3 | 16.7 | 27.3 | 11.2 | 8.8 | 10.1 | 10.0 | 14.0 | 19.6 |
Treynor Ratio | NA | 0.5 | -0.06 | 0.13 | 0.1 | 0.18 | NA | NA | 0.8 | -0.21 | 0.09 | 0.57 | 0.0 | 0.54 | -0.43 | -1.36 | 1.96 | 0.05 | 2.77 | -2.07 | -0.62 | -1.58 | -1.41 | -6.57 | 0.8 | -0.31 | -0.53 | -0.21 | -2.52 | -0.33 | 0.15 |
Alpha | NA | 0.05 | -0.02 | 0.01 | 0.0 | 0.02 | NA | NA | 0.03 | -0.06 | 0.05 | 0.04 | -0.04 | 0.04 | -0.02 | 0.07 | 0.06 | 0.0 | 0.07 | 0.08 | 0.01 | 0.07 | 0.04 | 0.05 | -0.07 | 0.03 | 0.04 | 0.01 | 0.05 | 0.05 | -0.03 |
Beta | NA | 0.1 | 0.26 | 0.37 | 0.54 | 0.41 | NA | NA | 0.09 | 0.37 | 0.4 | 0.32 | 0.69 | 0.4 | 0.16 | -0.12 | 0.08 | -0.11 | 0.07 | -0.09 | -0.03 | -0.11 | -0.06 | -0.02 | -0.17 | -0.21 | -0.16 | -0.14 | -0.05 | -0.2 | -0.15 |
RSquared | NA | 0.01 | 0.07 | 0.21 | 0.38 | 0.22 | NA | NA | 0.01 | 0.15 | 0.31 | 0.12 | 0.58 | 0.21 | 0.03 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.01 | 0.0 | 0.06 | 0.09 | 0.03 | 0.02 | 0.0 | 0.06 | 0.05 |
Sortino Ratio | NA | 0.7 | -0.2 | 0.47 | 0.4 | 0.68 | NA | NA | 0.69 | -0.86 | 0.29 | 2.09 | 0.0 | 3.0 | -0.58 | 3.18 | 2.13 | -0.05 | 2.86 | 2.54 | 0.27 | 1.85 | 1.05 | 0.93 | -0.71 | 0.79 | 1.44 | 0.42 | 2.0 | 0.64 | -0.16 |
Yield(%) | N/A | 1.75 | 3.68 | 3.16 | 2.56 | 2.8 | N/A | N/A | 3.23 | 2.86 | 2.82 | 3.14 | 1.14 | 1.7 | 0.76 | 0.81 | 5.33 | 5.19 | 3.66 | 3.9 | 3.73 | 3.97 | 3.96 | 3.98 | 3.26 | 3.16 | 3.18 | 3.11 | 3.04 | 2.71 | 0.64 |
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 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2002