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The 10 Optimized Blue Chips For Q4 2011
live (public) 146779356.58% June 28
In uncertain times like these, many investors are
attracted to the stability and reliability of blue-chip
stocks.
We covered Ilan Moscovitz of the Motley Fool's The Best Blue Chip selection where he highlights:
- Competitive advantages as measured by profitability
- Fortitude as measured by growing sales even in tough conditions
- Dividend stability keeping the dividends coming no matter what
Ilan ranked companies by these metrics within their
sectors, and used the highest-ranked company from each sector.
Sector Company 5-year Average Return on
Assets Operating Margin 1-Year Revenue Growth 10-Year Dividend Growth
Consumer
discretionary
McDonald's(NYSE: MCD)
13%
30%
8%
27%
Consumer staples
PepsiCo(NYSE: PEP)
12%
17%
22%
13%
Energy
Apache(NYSE: APA)
11%
49%
40%
21%
Financials
T. Rowe Price(Nasdaq:TROW)
19%
46%
21%
15%
Healthcare
Stryker(NYSE: SYK)
12%
25%
11%
33%
Industrials
Precision Castparts(NYSE: PCP)
14%
24%
17%
10%
Information
technology
Intel (Nasdaq:INTC)
12%
34%
18%
27%
Materials
Nucor (NYSE:NUE)
10%
5%
29%
25%
Telecommunications
CenturyLink(NYSE: CTL)
6%
24%
32%
31%
Utilities
Exelon(NYSE: EXC)
6%
24%
12%
12%
Today we pick up a follow on article where he asks:
While all 10 of the companies listed above earned the prize for best
blue chip in their sectors, could it be that a few under-the-radar
companies might be exhibiting superior performance to those blue chips?
It turns out that even when we include thousands of extra candidates,
PepsiCo, Apache, Stryker, Intel, and Exelon still came out on top of
their respective sectors.
But in five of the sectors, non-S&P 500 companies actually displayed
superior numbers. Here are the five names that managed to beat the best
blue chips at their own game:
Sector |
Company |
5-Year Average Return on Assets |
Operating Margin |
1-Year Revenue Growth |
10-Year Dividend Growth |
|---|---|---|---|---|---|
|
Consumer discretionary |
Strayer (Nasdaq: STRA) |
29% |
32% |
13% |
30% |
|
Financials |
Texas Pacific Land Trust (NYSE: TPL) |
32% |
85% |
35% |
10% |
|
Industrials |
Sun Hydraulics (Nasdaq: SNHY) |
15% |
25% |
53% |
19% |
|
Materials |
Southern Copper (Nasdaq: SCCO) |
25% |
52% |
32% |
38% |
|
Telecommunications |
Atlantic Tele-Network (Nasdaq: ATNI) |
10% |
5% |
126%* |
12% |
We will substitute these players and see how this improves the portfolio and see what conclusions we can draw from this
| Asset | Fund in this portfolio | Percentage | |
|---|---|---|---|
| Asset1 | SNHY (Helios Technologies Inc.) | 100.00% |
* Day change on 06/28/2019.
Previous
Since 03/01/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The 10 Optimized Blue Chips For Q4 2011 | 191217481.7% | 155780055.4% | 14605.5% | 1883.9% | 377.7% | 199.5% |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/01/2001 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | NA | NA | 14605.5 | 1883.9 | 377.7 | 199.5 | 155.8 | NA | -5.4 | 30.8 | 39.3 | -2.1 | 9.3 | 23.8 | 12.4 | -15.6 | 13.4 | 54.0 | -30.2 | 50.5 | 33.6 | 23.0 | 25.5 | 67.2 | 4.8 | 6.6 |
| Sharpe Ratio | NA | NA | 17.82 | 2.96 | 0.84 | NA | 0.47 | NA | -0.17 | 2.0 | 2.01 | -0.12 | 0.52 | 1.46 | 0.62 | -0.45 | 0.51 | 1.49 | -0.64 | 1.77 | 1.68 | 1.08 | 1.77 | 5.36 | 0.25 | 0.29 |
| Draw Down(%) | NA | 38.5 | 41.9 | 41.9 | 41.9 | NA | 58.0 | 14.8 | 41.9 | 11.3 | 10.7 | 18.3 | 19.9 | 7.8 | 15.1 | 32.8 | 19.7 | 33.0 | 53.7 | 17.9 | 17.4 | 16.8 | 11.2 | 3.6 | 17.1 | 17.6 |
| Standard Deviation(%) | NA | 1420.2 | 819.7 | 635.2 | 449.8 | NA | 332.9 | 2024.1 | 39.0 | 15.1 | 19.4 | 17.0 | 17.8 | 16.3 | 19.8 | 34.9 | 26.4 | 36.1 | 48.4 | 26.8 | 18.0 | 19.2 | 13.9 | 12.4 | 14.8 | 16.7 |
| Treynor Ratio | NA | 4.6 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 2.26 | -0.07 | 0.27 | 0.42 | -0.03 | 0.09 | 0.21 | 0.1 | -0.12 | 0.11 | 0.46 | -0.29 | 0.37 | 0.27 | 0.23 | 0.35 | 1.54 | 0.08 | 0.08 |
| Alpha | NA | 572248.77 | 185851.7 | 113442.25 | 56573.83 | NA | 31557.25 | NA | 0.03 | 0.03 | 0.1 | 0.0 | 0.0 | -0.03 | -0.01 | -0.06 | 0.0 | 0.08 | 0.07 | 0.16 | 0.06 | 0.08 | 0.07 | 0.16 | 0.06 | 0.05 |
| Beta | NA | NA | NA | NA | NA | NA | NA | NA | 0.94 | 1.1 | 0.94 | 0.81 | 0.98 | 1.16 | 1.27 | 1.35 | 1.27 | 1.18 | 1.06 | 1.29 | 1.1 | 0.9 | 0.7 | 0.43 | 0.44 | 0.58 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.16 | 0.24 | 0.4 | 0.54 | 0.39 | 0.62 | 0.67 | 0.81 | 0.75 | 0.79 | 0.8 | 0.59 | 0.38 | 0.23 | 0.31 | 0.35 | 0.6 | 0.57 |
| Sortino Ratio | NA | NA | 776.01 | 112.16 | 22.2 | NA | 8.8 | NA | -0.25 | 2.87 | 3.0 | -0.18 | 0.72 | 2.07 | 0.93 | -0.61 | 0.73 | 2.17 | -0.88 | 2.44 | 2.47 | 1.5 | 2.65 | 10.48 | 0.37 | 0.41 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.05 | N/A | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.43 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2001
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