Find A Portfolio/Ticker

Comparison Box

Get Started Now. It's Free!
MyPlanIQ Advanced Investors Advanced Strategies 13 High Yielding Stocks

13 High Yielding Stocks

live (public) 0.20% August 27

As we continue to look for alternatives to manage our way through the current uncertainties, we pick up a selection from the Fool's Dan Caplinger. He is looking at dividend bearing equities from smaller companies. Not all US equities behave in the same way and sometimes, smaller cap companies give you better value.

It is important to note that generally, in times of stress, investors move to the safety of large cap stocks and so these may be considered too risky. However, they are considered because they provide some diversification, which may be welcomed by some.

Dan's approach to selecting the stocks was to review the WisdomTree SmallCap Dividend ETF (DES) which uses a methodology that weights small-cap companies by their dividend payout. Here are the top stocks with the largest weighting in the ETF:

Company

Trailing Dividend Yield

Weighting in ETF
Vector Group (NYSE: VGR) 9.5% 1.44%
UIL Holdings (NYSE: UIL) 5.4% 1.21%
Prospect Capital (Nasdaq: PSEC) 14.5% 1.06%
Medical Properties Trust (NYSE: MPW) 8.7% 1.02%
Potlatch (Nasdaq: PCH) 6.6% 1.00%
Solar Capital (Nasdaq: SLRC) 12% 0.89%
National Health Investors (NYSE: NHI) 5.6% 0.87%

Source: WisdomTree; Yahoo! Finance.

Holdings (As of 08/27/2020)
Monthly Holding Date: Total Transaction Times So Far:
Previous Next
| | | | |

Holdings

Transactions

Performance (As of 08/27/2020)

Since 10/01/2006

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
13 High Yielding Stocks -4.5% 4.2% 0.9% 5.6% 5.6%
VFINX (Vanguard (S&P 500) Index) 7.9% 27.1% 8.5% 13.8% 12.5% 14.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 3.5% 15.3% 2.8% 7.9% 7.7% 9.7%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
10/02/2006		 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return(%) 1.0 4.2 0.9 5.6 5.6 5.7 -4.5 14.7 -9.9 16.8 10.5 -8.3 2.4 25.8 0.7 -1.3 21.0 24.9 -23.7 15.9 8.8
Sharpe Ratio NA 0.12 -0.01 0.27 0.32 0.26 -0.12 1.2 -0.79 1.49 0.87 -0.61 0.23 2.37 0.05 -0.06 1.24 0.95 -0.66 0.86 0.92
Draw Down(%) NA 36.6 36.9 36.9 36.9 45.3 36.6 8.7 18.9 6.7 8.4 15.3 8.7 6.8 10.9 21.8 11.3 27.6 39.1 10.0 2.4
Standard Deviation(%) NA 31.4 20.9 18.0 16.2 19.3 38.2 11.1 14.3 10.8 11.8 13.6 10.0 10.9 12.1 22.0 16.8 26.1 37.1 15.0 8.6
Treynor Ratio NA 0.04 0.0 0.06 0.06 0.06 -0.05 0.17 -0.16 0.2 0.13 -0.1 0.03 0.29 0.01 -0.02 0.24 0.27 -0.29 0.15 0.09
Alpha NA -0.05 -0.04 -0.02 -0.02 0.0 -0.07 -0.02 -0.03 0.01 0.01 -0.03 -0.02 0.0 -0.04 -0.01 0.03 0.01 0.06 0.05 0.04
Beta NA 0.89 0.84 0.83 0.85 0.86 0.89 0.77 0.7 0.79 0.79 0.82 0.79 0.88 0.83 0.91 0.86 0.92 0.86 0.87 0.92
RSquared NA 0.89 0.83 0.79 0.82 0.86 0.9 0.76 0.7 0.23 0.77 0.86 0.81 0.8 0.77 0.94 0.85 0.92 0.92 0.86 0.62
Sortino Ratio NA 0.15 -0.01 0.37 0.44 0.36 -0.16 1.65 -0.98 2.79 1.3 -0.85 0.31 3.48 0.07 -0.08 1.84 1.36 -0.88 1.18 1.54
Yield(%) N/A 0.13 0.15 0.31 1.65 2.37 0.05 0.22 0.15 0.26 0.29 0.94 0.22 1.13 2.21 4.17 8.8 5.22 3.4 2.91 0.87
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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2006

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 10/02/2006 when all charts have data
Strategies

Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.