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3 Bargain Dividends Investors Should Buy Today
3 Bargain Dividends Investors Should Buy Today
live (public) 0.16% May 03
We have already mentioned that high yields may mask underlying problems
so it's important to ensure that the companies are fundamentally strong.
Austin's three picks are:
- Johnson & Johnson (NYSE: JNJ). The health-care giant yields an impressive 3.7%, well above the
market average of 2%
- Intel's (Nasdaq: INTC) is the world's largest semiconductor company, it has the money -- $15 billion in cash and short-term investments
- Philip Morris (NYSE: PM) has yields a solid 4.2% and has the ingredients of a long-term winner if you can overlook their product
This is not a balanced portfolio with only three choices but we will compare this with our ETF benchmark of a balanced portfolio of Dividend producing ETFs and see what conclusions we can draw.
Holdings (As of 05/03/2024)
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | INTC (Intel Corporation) | 1.28% | 23.46% |
Asset1 | JNJ (Johnson & Johnson) | 0.43% | 39.89% |
Asset1 | PM (Philip Morris International Inc) | 0.09% | 35.99% |
CASH | CASH (CASH) | 0.0% | 0.66% |
* Day change on 05/03/2024.
Performance (As of 05/03/2024)
Since 03/17/2008
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
3 Bargain Dividends Investors Should Buy Today | -12.7% | 0.7% | -3.7% | 0.4% | 4.0% | 8.3% |
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 | Since 03/17/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | -12.7 | 0.7 | -3.7 | 0.4 | 4.0 | 8.3 | 6.2 | 13.3 | -9.5 | 11.9 | -4.3 | 22.0 | -14.2 | 21.5 | 8.5 | 1.1 | 13.9 | 17.8 | 1.9 | 24.3 | 11.0 | 22.2 | -13.9 |
Sharpe Ratio | NA | -0.82 | -0.21 | -0.38 | -0.05 | 0.16 | NA | 0.29 | 0.62 | -0.59 | 0.77 | -0.13 | 1.34 | -0.77 | 2.29 | 0.64 | 0.07 | 1.11 | 1.51 | 0.15 | 1.35 | 0.67 | 1.13 | -0.39 |
Draw Down(%) | NA | 15.4 | 15.4 | 23.8 | 28.2 | 28.2 | NA | 40.8 | 11.6 | 23.8 | 12.1 | 28.2 | 15.3 | 22.6 | 3.8 | 10.0 | 16.7 | 9.7 | 8.5 | 12.3 | 10.8 | 14.5 | 22.2 | 35.3 |
Standard Deviation(%) | NA | 17.0 | 15.3 | 15.8 | 21.6 | 18.5 | NA | 19.0 | 14.6 | 18.4 | 15.4 | 35.9 | 15.3 | 20.2 | 9.1 | 12.9 | 16.0 | 12.5 | 11.8 | 12.4 | 18.0 | 16.2 | 19.6 | 37.0 |
Treynor Ratio | NA | -0.29 | -0.05 | -0.1 | -0.01 | 0.05 | NA | 0.26 | 0.14 | -0.19 | 0.16 | -0.05 | 0.24 | -1.04 | -1.7 | 0.99 | -0.09 | 4.0 | -9.79 | 0.46 | -3.35 | -2.47 | -7.68 | 0.65 |
Alpha | NA | -0.2 | -0.06 | -0.03 | -0.03 | -0.01 | NA | 0.02 | -0.01 | 0.01 | -0.03 | -0.07 | -0.01 | -0.05 | 0.09 | 0.03 | 0.01 | 0.05 | 0.07 | 0.01 | 0.09 | 0.05 | 0.09 | -0.08 |
Beta | NA | 0.48 | 0.61 | 0.59 | 0.78 | 0.59 | NA | 0.21 | 0.67 | 0.57 | 0.77 | 0.91 | 0.85 | 0.15 | -0.12 | 0.08 | -0.11 | 0.03 | -0.02 | 0.04 | -0.07 | -0.04 | -0.03 | -0.23 |
RSquared | NA | 0.11 | 0.22 | 0.42 | 0.6 | 0.32 | NA | 0.05 | 0.36 | 0.56 | 0.42 | 0.77 | 0.48 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.07 |
Sortino Ratio | NA | -0.95 | -0.27 | -0.5 | -0.07 | 0.21 | NA | 0.4 | 0.88 | -0.81 | 1.1 | -0.17 | 1.95 | -0.98 | 3.66 | 0.86 | 0.1 | 1.62 | 2.25 | 0.21 | 1.91 | 0.95 | 1.64 | -0.55 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.91 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2008
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