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The Safest and Best Dividends on the Dow
live (public) 0.86% April 26
Dividends are going to be on everybody's minds as we look for a
mixture of growth and income in these troubled times. noted that dividend paying equities are
among the best wealth-building vehicles available.We have noted that
there are companies offering dividends that they can't really afford
to attract buyers and so it's important to find those companies who
are both safe and paying dividends.
To test each company's dividend safety and quality , Austin looked at yield, payout ratio, coverage ratio, and five-year dividend growth. That narrowed the list down to:
|
Company Name |
Payout |
Dividend Yield |
5-Year |
Total Debt/Equity |
Interest |
|---|---|---|---|---|---|
|
General Electric (GE) |
41.1 |
3.61 |
(10.3) |
385.4 |
21.7 |
|
DuPont (DD) |
44.0 |
3.39 |
2.07 |
105.4 |
10.3 |
|
Intel (INTC) |
30.8 |
3.34 |
13.9 |
4.59 |
NM |
|
Procter & Gamble (PG) |
49.8 |
3.19 |
11.3 |
47.1 |
22.3 |
|
Chevron (CVX) |
22.1 |
3.05 |
9.11 |
10.8 |
NM |
Source: S&P Capital IQ. NM= not meaningful.
This is definitely a group of equities I would like to measure and
track as they can provide stability and income.
We will be comparing them with our dividend ETF benchmark.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | GE (General Electric Company) | 0.68% | 33.03% |
| Asset1 | DD (Dupont De Nemours Inc) | 0.29% | 10.06% |
| Asset1 | INTC (Intel Corporation) | 9.20% | 10.60% |
| Asset1 | PG (Procter & Gamble Company) | 0.78% | 18.62% |
| Asset1 | CVX (Chevron Corp) | 0.37% | 27.21% |
| CASH | CASH (CASH) | 0.0% | 0.48% |
* Day change on 04/26/2024.
Previous
Since 10/24/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Safest and Best Dividends on the Dow | 5.9% | 21.5% | 18.5% | 15.1% | 7.7% | 10.8% |
| 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* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/24/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | 5.9 | 21.5 | 18.5 | 15.1 | 7.7 | 10.8 | 7.5 | 8.4 | 17.7 | -1.9 | 51.6 | -9.8 | 36.7 | -12.5 | -3.9 | 12.6 | -8.8 | 7.6 | 28.0 | 2.9 | 10.9 | 21.5 | 14.9 | -31.5 | 16.7 | 11.2 | 3.2 | 3.7 | 39.9 | -2.6 |
| Sharpe Ratio | NA | 0.24 | 1.12 | 0.69 | 0.49 | 0.3 | NA | NA | 0.34 | 0.9 | -0.15 | 1.67 | -0.25 | 1.74 | -0.76 | -0.34 | 0.81 | -0.5 | 0.63 | 2.48 | 0.2 | 0.48 | 1.18 | 0.53 | -0.79 | 0.84 | 0.7 | 0.09 | 0.21 | 2.13 | -0.12 |
| Draw Down(%) | NA | 9.2 | 9.2 | 27.4 | 36.4 | 36.4 | NA | NA | 51.8 | 8.5 | 27.4 | 7.9 | 36.4 | 11.3 | 20.2 | 12.5 | 12.5 | 29.1 | 9.3 | 6.0 | 11.9 | 16.7 | 16.6 | 30.4 | 40.5 | 8.7 | 11.4 | 8.8 | 9.8 | 12.0 | 9.2 |
| Standard Deviation(%) | NA | 19.5 | 15.8 | 23.6 | 27.4 | 22.4 | NA | NA | 21.4 | 14.9 | 22.7 | 30.8 | 40.2 | 20.2 | 18.1 | 13.5 | 15.3 | 17.9 | 12.0 | 11.3 | 14.1 | 22.7 | 18.2 | 27.9 | 41.2 | 16.3 | 11.3 | 12.4 | 13.1 | 18.4 | 23.4 |
| Treynor Ratio | NA | 0.06 | 0.22 | 0.21 | 0.14 | 0.09 | NA | NA | 0.34 | 0.18 | -0.04 | 0.57 | -0.09 | 0.4 | -0.74 | 0.38 | 1.1 | 1.14 | 0.82 | -3.32 | 2.93 | -1.59 | -4.35 | -1.93 | 1.57 | -0.82 | -1.15 | -0.17 | -0.37 | -2.79 | 0.17 |
| Alpha | NA | 0.0 | 0.0 | 0.05 | 0.02 | 0.01 | NA | NA | 0.03 | 0.0 | 0.06 | 0.1 | -0.1 | 0.04 | -0.05 | -0.01 | 0.05 | -0.03 | 0.03 | 0.11 | 0.01 | 0.05 | 0.09 | 0.08 | -0.15 | 0.06 | 0.03 | 0.01 | 0.02 | 0.15 | -0.06 |
| Beta | NA | 0.83 | 0.79 | 0.79 | 0.95 | 0.72 | NA | NA | 0.22 | 0.76 | 0.78 | 0.91 | 1.07 | 0.87 | 0.19 | -0.12 | 0.11 | -0.08 | 0.09 | -0.08 | 0.01 | -0.07 | -0.05 | -0.08 | -0.21 | -0.17 | -0.07 | -0.06 | -0.08 | -0.14 | -0.17 |
| RSquared | NA | 0.25 | 0.35 | 0.3 | 0.51 | 0.31 | NA | NA | 0.04 | 0.45 | 0.7 | 0.12 | 0.85 | 0.27 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 |
| Sortino Ratio | NA | 0.29 | 1.48 | 1.19 | 0.76 | 0.44 | NA | NA | 0.5 | 1.26 | -0.2 | 4.39 | -0.34 | 3.37 | -1.01 | -0.38 | 1.14 | -0.71 | 0.9 | 3.81 | 0.29 | 0.66 | 1.73 | 0.75 | -1.06 | 1.15 | 0.98 | 0.12 | 0.3 | 3.34 | -0.18 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.93 | 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 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2002
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