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MyPlanIQ Advanced Investors Advanced Strategies 7 Dividend Stocks Will Boost Your Portfolio in Bull or Bear Markets

7 Dividend Stocks Will Boost Your Portfolio in Bull or Bear Markets

live (public) 0.11% June 07

PIMCO's Mohamed El-Erian and Bill Gross are famous for their "new normal" view on the current global economic and investing environment. In the "new normal" situation, developed countries including U.S. and countries in Eurozone will continue to de-leverage and struggle to reduce their debt obligation. As such, the economic growth will be anemic at best, with several bumps ahead, which is what we have not seen in the last 20 years or so.

Brian Stoffel of the Motley Fool puts together a trio of filters to select companies that will perform in both up and down markets that we are likely to see over the coming months.The trio of filters he uses are:s:

  • Strong dividend yields
  • Opportunity for growth
  • Dividends that will stick around for a long time

From this he extracts seven stocks:

  • Intel (Nasdaq: INTC)
  • Arcelor Mittal (NYSE: MT)
  • Banco Santander (NYSE: STD)
  • Cooper Tire & Rubber (NYSE: CTB)
  • Navios Maritime (NYSE: NM)
  • Eaton (NYSE: ETN)
  • Seagate Technology (Nasdaq: STX)

This is an interesting filter that brings up an eclectic set of stocks that will make for an interesting comparison.


We will compare these companies with our benchmark set of dividend ETFs that are well diversified.

Holdings (As of 06/07/2021)
Asset Fund in this portfolio Price change* Percentage
Asset1 INTC (Intel Corporation) 0.49% 12.91%
Asset1 MT (ArcelorMittal SA ADR) 1.80% 4.32%
Asset1 CTB (Cooper Tire & Rubber Company) 0.00% 14.08%
Asset1 NM (Navios Maritime Holdings Inc) 8.04% 8.98%
Asset1 ETN (Eaton Corporation PLC) 1.12% 22.83%
Asset1 STX (Seagate Technology PLC) 0.47% 33.97%
CASH CASH (CASH) 0.0% 2.91%

* Day change on 06/07/2021.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 06/07/2021)

Since 01/07/2005

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
7 Dividend Stocks Will Boost Your Portfolio in Bull or Bear Markets 46.0% 64.6% 22.3% 23.8% 12.7% 10.1%
VFINX (Vanguard (S&P 500) Index) 9.0% 29.4% 9.1% 13.8% 12.6% 14.3%
VBINX (Vanguard Balance (60% stocks/40% bonds) 3.5% 15.3% 2.8% 7.7% 7.7% 9.5%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
01/07/2005		 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) 1.8 64.6 22.3 23.8 12.7 10.1 9.1 46.0 7.8 39.3 -9.7 17.6 13.0 -23.4 -0.8 57.9 27.1 -19.1 -1.5 100.2 -62.6 42.9 22.9 -1.4
Sharpe Ratio NA 2.55 0.73 0.89 0.49 NA 0.27 1.67 0.19 1.69 -0.5 1.07 0.53 -1.14 -0.04 3.04 1.27 -0.54 -0.05 1.98 -1.09 1.41 1.11 -0.23
Draw Down(%) NA 12.5 35.6 35.6 41.2 NA 78.4 8.6 35.6 19.2 25.8 14.8 20.9 26.8 19.2 8.0 20.7 41.6 26.0 41.4 76.7 18.0 17.9 21.0
Standard Deviation(%) NA 25.3 29.6 25.9 25.3 NA 30.2 27.5 39.0 22.4 22.2 15.8 24.0 20.6 18.9 19.1 21.3 35.5 32.3 50.6 58.4 28.3 17.6 15.6
Treynor Ratio NA 0.71 0.21 0.22 0.11 NA 0.06 0.47 0.07 0.32 -0.11 0.11 0.1 -0.24 -0.01 0.52 0.2 -0.13 -0.01 0.59 -0.51 0.27 0.15 -0.03
Alpha NA 0.1 0.03 0.03 0.0 NA 0.0 0.26 -0.02 0.02 -0.01 -0.04 0.01 -0.1 -0.05 0.07 0.03 -0.07 -0.08 0.16 -0.12 0.14 0.02 -0.02
Beta NA 0.91 1.03 1.06 1.15 NA 1.28 0.99 1.01 1.18 1.04 1.49 1.33 0.99 1.27 1.11 1.35 1.42 1.68 1.68 1.25 1.5 1.31 1.06
RSquared NA 0.38 0.65 0.62 0.63 NA 0.7 0.26 0.82 0.43 0.63 0.4 0.53 0.56 0.59 0.42 0.65 0.88 0.88 0.83 0.78 0.72 0.55 0.49
Sortino Ratio NA 3.65 1.0 1.24 0.67 NA 0.37 2.49 0.26 2.53 -0.66 1.55 0.72 -1.5 -0.06 4.76 1.93 -0.7 -0.07 2.82 -1.36 1.96 1.66 -0.32
Yield(%) N/A 2.54 2.36 2.15 2.82 N/A 2.98 1.33 1.84 2.67 1.38 0.85 4.01 3.11 2.5 3.11 5.06 3.6 2.6 5.21 2.74 3.01 2.82 1.76
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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005

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 01/07/2005 when all charts have data
Strategies

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