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7 Stocks That Get You Rich Slowly
live (public) 0.37% April 26
7 Stocks That Get You Rich Slowly These leaders in the market are impacted by the ups and downs of
the equity market but are large enough to not be caught up in full storm
of panic buying and selling. In fact, they may even benefit from being
perceived as a safe haven. In any case, these companies (which also have
dividends to support short term income requirements) are worth
considering as a bedrock of a long term portfolio. We will compare these companies with our benchmark set of
dividend ETFs that are well diversified.
We have remarked how quickly the appetite for returns and the cost of
risk has been replaced by a strong desire for safety, even at the cost
of reduced returns. It seems that most asset classes have been impacted
and while there are always opportunities for bargains, the rank and
file, long term investor wants something less volatile.
He goes back to
the blue chips that have done well and are likely to continue so being
staples of life around most of the developed and emerging world.
His list:
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | KO (The Coca-Cola Company) | 0.0% | 6.88% |
| Asset1 | PEP (PepsiCo Inc) | 0.62% | 14.35% |
| Asset1 | CL (Colgate-Palmolive Company) | 1.93% | 11.65% |
| Asset1 | PG (Procter & Gamble Company) | 0.78% | 20.46% |
| Asset1 | JNJ (Johnson & Johnson) | 0.46% | 11.67% |
| Asset1 | MCD (McDonald’s Corporation) | 0.91% | 31.21% |
| Asset1 | WMT (Walmart Inc) | 0.08% | 3.73% |
| CASH | CASH (CASH) | 0.0% | 0.05% |
* Day change on 04/26/2024.
Previous
Since 08/11/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 7 Stocks That Get You Rich Slowly | -3.9% | -4.1% | 5.2% | 7.2% | 8.6% | 11.2% |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* 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 08/11/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | -3.9 | -4.1 | 5.2 | 7.2 | 8.6 | 11.2 | 9.0 | 8.3 | 3.8 | 0.9 | 16.6 | 12.2 | 21.3 | -3.3 | 23.7 | 8.9 | 3.4 | 10.5 | 22.4 | 4.9 | 15.4 | 10.2 | 9.3 | -8.9 | 19.3 | 15.3 | 4.0 | 10.3 | 11.5 | -8.9 | -3.8 | 10.8 |
| Sharpe Ratio | NA | -0.32 | -0.62 | 0.22 | 0.32 | 0.5 | NA | NA | 0.48 | -0.04 | -0.03 | 1.49 | 0.42 | 1.88 | -0.25 | 3.25 | 0.82 | 0.24 | 1.11 | 2.1 | 0.56 | 1.12 | 0.92 | 0.57 | -0.35 | 1.5 | 1.39 | 0.19 | 0.94 | 0.8 | -0.49 | -0.39 | 0.45 |
| Draw Down(%) | NA | 11.6 | 11.6 | 13.5 | 26.9 | 26.9 | NA | NA | 30.3 | 11.6 | 13.5 | 8.3 | 26.9 | 6.5 | 16.0 | 2.8 | 6.7 | 12.6 | 6.2 | 6.7 | 6.3 | 8.5 | 7.0 | 20.8 | 22.8 | 5.1 | 4.3 | 5.8 | 9.0 | 10.5 | 23.4 | 19.0 | 11.2 |
| Standard Deviation(%) | NA | 16.1 | 12.7 | 13.5 | 17.4 | 15.1 | NA | NA | 14.9 | 11.2 | 16.5 | 11.1 | 28.7 | 10.6 | 18.5 | 7.1 | 10.6 | 14.0 | 9.4 | 10.7 | 8.8 | 13.7 | 11.0 | 16.3 | 27.6 | 10.9 | 8.6 | 9.7 | 10.0 | 13.5 | 20.6 | 15.7 | 20.4 |
| Treynor Ratio | NA | -0.16 | -0.21 | 0.07 | 0.09 | 0.17 | NA | NA | 0.76 | -0.01 | -0.01 | 0.34 | 0.16 | 0.41 | -0.3 | -2.57 | 2.58 | -0.25 | 2.24 | -2.23 | -2.83 | -1.71 | -2.6 | -1.57 | 0.6 | -1.0 | -0.97 | -0.17 | -3.07 | -0.52 | 1.28 | 7.23 | -1.83 |
| Alpha | NA | -0.08 | -0.06 | 0.0 | 0.0 | 0.01 | NA | NA | 0.03 | -0.03 | 0.04 | 0.02 | 0.0 | 0.03 | -0.01 | 0.09 | 0.03 | 0.02 | 0.04 | 0.09 | 0.02 | 0.06 | 0.04 | 0.05 | -0.05 | 0.06 | 0.05 | 0.01 | 0.04 | 0.06 | -0.04 | -0.02 | 0.09 |
| Beta | NA | 0.33 | 0.38 | 0.43 | 0.61 | 0.45 | NA | NA | 0.09 | 0.4 | 0.44 | 0.49 | 0.76 | 0.48 | 0.15 | -0.09 | 0.03 | -0.13 | 0.05 | -0.1 | -0.02 | -0.09 | -0.04 | -0.06 | -0.16 | -0.16 | -0.12 | -0.11 | -0.03 | -0.21 | -0.08 | -0.01 | -0.05 |
| RSquared | NA | 0.06 | 0.13 | 0.31 | 0.56 | 0.28 | NA | NA | 0.01 | 0.22 | 0.43 | 0.33 | 0.84 | 0.33 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.06 | 0.06 | 0.02 | 0.01 | 0.0 | 0.07 | 0.01 | 0.0 | 0.0 |
| Sortino Ratio | NA | -0.35 | -0.75 | 0.29 | 0.44 | 0.69 | NA | NA | 0.68 | -0.06 | -0.04 | 2.07 | 0.58 | 2.75 | -0.34 | 5.38 | 1.15 | 0.35 | 1.63 | 3.09 | 0.81 | 1.61 | 1.33 | 0.79 | -0.51 | 2.16 | 2.15 | 0.27 | 1.35 | 1.2 | -0.67 | -0.52 | 0.68 |
| Yield(%) | N/A | 1.31 | 2.93 | 2.6 | 2.13 | 2.35 | N/A | N/A | 2.32 | 2.47 | 2.29 | 2.49 | 0.95 | 1.71 | 1.09 | 0.74 | 4.49 | 3.83 | 3.21 | 3.22 | 3.02 | 3.03 | 2.93 | 2.79 | 2.25 | 2.31 | 2.14 | 1.88 | 1.65 | 1.34 | 1.11 | 0.85 | 0.38 |
| 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 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2000
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