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JNJ-MCD not PMI DEO Dividends for the International Investor
JNJ-MCD not PMI DEO Dividends for the International Investor
live (public) 0.86% April 26
We continue to focus in on dividend yielding stocks as a means of
providing income as well as growth in these days of the new normal of
low interest rates and turbulent markets.Patrick Martin of the Motley
Fool looks at companies with good yields and global markets to provide market diversification.
There are five on his list:
- MCD substituted for Philip Morris International (PM) pays a 3.9% dividend. Tobacco stocks are certainly a questionable investment and this may be one that shouldn't be considered
- JNJ Substituted for Diageo (DEO) pays a dividend of 3.4%, Diageo has an impressive portfolio
of well-known beer and liquor brands including Smirnoff, Guinness, and
Captain Morgan. Its network spans 180 countries but this may be another company whose product makes it a question as to whether to invest
- Yum Brands (YUM) pays a dividend of 1.9%. Yum Restaurants International, which handles the company's locations outside of the U.S. and China, opened 193 new locations during the third quarter of 2011 and expected to have opened 900 new locations during the course of the year
- Vodaphone (VOD) pays a dividend of 3.5%. Vodaphone is the world's largest mobile phone operator. While investors may associate the company primarily with Europe, it has global reach and emerging markets are of particular interest
- Intel (INTC) pays a dividend of 3.3%. While the PC market domestically has limited growth potential, there is opportunity in emerging markets and sooner or later, it will figure out a successful mobile solution
These are five strong equities that are worth measuring to see how
they compare with other dividend bearing selections we have made.
Holdings (As of 04/26/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | JNJ (Johnson & Johnson) | 0.46% | 11.00% |
| Asset1 | MCD (McDonald’s Corporation) | 0.91% | 45.30% |
| Asset1 | YUM (Yum! Brands Inc) | 0.15% | 36.25% |
| Asset1 | VOD (Vodafone Group PLC ADR) | 0.12% | 2.93% |
| Asset1 | INTC (Intel Corporation) | 9.20% | 4.52% |
* Day change on 04/26/2024.
Previous
Performance (As of 04/26/2024)
Since 03/17/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| JNJ-MCD not PMI DEO Dividends for the International Investor | -3.3% | -0.6% | 4.5% | 6.0% | 8.0% | 11.5% |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* 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 03/18/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | -3.3 | -0.6 | 4.5 | 6.0 | 8.0 | 11.5 | 10.1 | 9.4 | 10.5 | -5.5 | 22.9 | 5.4 | 13.5 | 0.3 | 33.1 | -0.3 | 9.5 | 2.6 | 24.7 | 1.4 | 23.5 | 25.3 | 13.1 | -16.9 | 30.2 | 17.4 | -2.8 | 15.6 | 42.4 | -26.8 |
| Sharpe Ratio | NA | -0.34 | -0.35 | 0.15 | 0.22 | 0.39 | NA | NA | 0.45 | 0.51 | -0.38 | 1.75 | 0.15 | 1.07 | -0.06 | 3.87 | -0.03 | 0.5 | 0.2 | 2.0 | 0.1 | 1.31 | 1.59 | 0.58 | -0.51 | 1.71 | 0.99 | -0.38 | 1.11 | 2.18 | -0.88 |
| Draw Down(%) | NA | 7.9 | 13.8 | 17.8 | 37.2 | 37.2 | NA | NA | 37.2 | 13.8 | 17.8 | 4.8 | 37.2 | 10.2 | 12.1 | 3.8 | 18.1 | 13.8 | 12.1 | 5.8 | 10.4 | 9.1 | 9.6 | 22.5 | 32.7 | 9.4 | 10.4 | 8.8 | 10.3 | 13.3 | 31.3 |
| Standard Deviation(%) | NA | 12.9 | 12.5 | 14.6 | 20.0 | 17.8 | NA | NA | 18.8 | 12.3 | 18.1 | 13.1 | 34.5 | 11.3 | 15.7 | 8.4 | 18.4 | 19.0 | 13.3 | 12.3 | 14.4 | 17.9 | 15.9 | 22.4 | 34.6 | 15.9 | 14.3 | 13.1 | 13.2 | 19.1 | 31.4 |
| Treynor Ratio | NA | -0.09 | -0.08 | 0.04 | 0.06 | 0.13 | NA | NA | 0.6 | 0.11 | -0.12 | 0.33 | 0.06 | 0.22 | -0.07 | -4.33 | -0.08 | -0.46 | 0.45 | 4.71 | -0.3 | -2.24 | -5.36 | -1.5 | 1.1 | -1.78 | -1.19 | 0.57 | -29.4 | -2.85 | 2.59 |
| Alpha | NA | -0.09 | -0.06 | 0.0 | -0.01 | 0.01 | NA | NA | 0.03 | -0.02 | 0.02 | 0.02 | -0.03 | -0.01 | 0.0 | 0.12 | 0.0 | 0.04 | 0.01 | 0.08 | 0.01 | 0.09 | 0.1 | 0.07 | -0.08 | 0.1 | 0.06 | -0.02 | 0.06 | 0.16 | -0.15 |
| Beta | NA | 0.47 | 0.55 | 0.58 | 0.75 | 0.55 | NA | NA | 0.14 | 0.56 | 0.57 | 0.7 | 0.9 | 0.54 | 0.15 | -0.07 | 0.06 | -0.21 | 0.06 | 0.05 | -0.05 | -0.1 | -0.05 | -0.09 | -0.16 | -0.15 | -0.12 | -0.09 | 0.0 | -0.15 | -0.11 |
| RSquared | NA | 0.18 | 0.27 | 0.48 | 0.64 | 0.3 | NA | NA | 0.02 | 0.36 | 0.58 | 0.48 | 0.8 | 0.36 | 0.03 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.04 | 0.02 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 |
| Sortino Ratio | NA | -0.43 | -0.47 | 0.21 | 0.31 | 0.53 | NA | NA | 0.63 | 0.72 | -0.53 | 2.57 | 0.21 | 1.51 | -0.08 | 6.69 | -0.03 | 0.69 | 0.26 | 2.92 | 0.13 | 1.91 | 2.35 | 0.85 | -0.72 | 2.43 | 1.46 | -0.53 | 1.66 | 3.5 | -1.19 |
| Yield(%) | N/A | 1.07 | 2.87 | 2.59 | 2.17 | 2.33 | N/A | N/A | 2.47 | 2.52 | 2.26 | 2.59 | 1.17 | 1.84 | 0.86 | 0.72 | 4.97 | 3.76 | 3.11 | 3.39 | 3.12 | 3.7 | 3.51 | 3.46 | 2.65 | 2.86 | 1.78 | 1.75 | 1.42 | 1.24 | 0.66 |
| 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 03/17/2002
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