|
Company |
Necessity |
Dividend Yield |
|---|---|---|
| Duke
Energy
(DUK) |
Electricity | 4.70% |
| American
Water Works
(AWK) |
Water | 2.90% |
| Chevron (CVX) |
Oil | 3.10% |
| Coca-Cola (KO) |
Food | 2.80% |
| Wal-Mart
Stores (WMT) |
Clothing | 2.50 |
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MyPlanIQ
Advanced Investors
Advanced Strategies
5 Necessity Stocks That Could Protect Your Portfolio From Disaster
5 Necessity Stocks That Could Protect Your Portfolio From Disaster
live (public) 0.97% January 08
The new normal of low interest rates and likely turbulence has me
looking for ideas in the area of solid companies with dividends.
Sean Williams of the Motley Fool picks five stocks in markets that
are likely to be least impacted by the ups and downs of the market
and that has me interested.
He sought to uncover five stocks that would stand the test of time
whether the global economy was booming or in a deep recession -- and
today I'll share them with you.
These five stocks all provide necessity goods to consumers. Arguably
a few of you will find his definition of "necessity" a stretch, but
given the impeccable track records of these five companies, he
believes they make good investments.
In no particular order:
Source: Yahoo! Finance
This ticks a number of boxes for me:
- Large companies
- Good dividend performance
- In stable markets that have continuing demand in any market
- Diversified choice
In his article, Sean goes into more detail of why he chooses the particular companies but, for this exercise, I am going to take them and measure then against our benchmark ETF portfolio.
Holdings (As of 01/08/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | DUK (Duke Energy Corporation) | 1.33% | 17.31% |
| Asset1 | AWK (American Water Works Company, Inc.) | 0.81% | 43.50% |
| Asset1 | CVX (Chevron Corporation) | 0.47% | 13.11% |
| Asset1 | KO (The Coca-Cola Company) | 1.43% | 14.69% |
| Asset1 | WMT (Walmart Inc.) | 1.09% | 10.95% |
| CASH | CASH (CASH) | 0.0% | 0.44% |
* Day change on 01/08/2025.
Previous
Performance (As of 01/08/2025)
Since 04/23/2008
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 Necessity Stocks That Could Protect Your Portfolio From Disaster | -0.1% | -6.4% | -3.9% | 3.2% | 5.8% | 8.8% |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 14.8% | 19.6% | 16.6% | 13.6% | 14.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 04/23/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -0.1 | -6.4 | -3.9 | 3.2 | 5.8 | 8.8 | 8.8 | 0.0 | 7.9 | -5.4 | -6.0 | -3.7 | 20.0 | 12.0 | 23.8 | -2.0 | 20.4 | 14.7 | -6.5 | 12.4 | 15.7 | 10.3 | 21.0 | 13.9 | 12.7 | -11.2 |
| Sharpe Ratio | NA | -0.01 | -0.64 | -0.44 | 0.03 | 0.24 | NA | NA | NA | 0.39 | -0.59 | -0.74 | -0.26 | 1.4 | 0.33 | 2.16 | -0.24 | 2.43 | 1.06 | -0.47 | 1.27 | 1.52 | 1.05 | 1.25 | 1.07 | 0.78 | -0.33 |
| Draw Down(%) | NA | 1.1 | 17.4 | 26.0 | 30.2 | 30.2 | NA | NA | NA | 30.2 | 17.6 | 15.9 | 20.0 | 12.3 | 30.2 | 6.2 | 11.7 | 4.5 | 11.7 | 19.0 | 5.5 | 7.5 | 7.0 | 11.7 | 10.4 | 19.6 | 23.7 |
| Standard Deviation(%) | NA | 11.6 | 20.2 | 18.2 | 22.2 | 17.9 | NA | NA | NA | 17.5 | 20.2 | 13.9 | 20.0 | 14.2 | 35.4 | 10.3 | 13.9 | 8.1 | 13.7 | 14.0 | 9.7 | 10.3 | 9.8 | 16.7 | 12.9 | 16.1 | 36.0 |
| Treynor Ratio | NA | 0.01 | -0.58 | -0.15 | 0.01 | 0.08 | NA | NA | NA | 0.36 | -0.53 | -0.17 | -0.09 | 0.39 | 0.14 | 0.75 | -0.22 | -3.54 | 5.87 | 1.16 | 1.31 | -2.7 | -12.83 | -2.21 | -5.44 | -5.44 | 0.67 |
| Alpha | NA | -0.01 | -0.06 | -0.04 | -0.02 | 0.0 | NA | NA | NA | 0.02 | -0.05 | -0.08 | 0.03 | 0.03 | 0.0 | 0.05 | -0.01 | 0.08 | 0.06 | -0.02 | 0.04 | 0.07 | 0.04 | 0.08 | 0.06 | 0.05 | -0.08 |
| Beta | NA | -0.1 | 0.22 | 0.52 | 0.68 | 0.52 | NA | NA | NA | 0.19 | 0.23 | 0.59 | 0.58 | 0.51 | 0.84 | 0.3 | 0.15 | -0.06 | 0.02 | -0.06 | 0.09 | -0.06 | -0.01 | -0.09 | -0.03 | -0.02 | -0.17 |
| RSquared | NA | 0.02 | 0.02 | 0.25 | 0.44 | 0.27 | NA | NA | NA | 0.05 | 0.02 | 0.31 | 0.49 | 0.22 | 0.66 | 0.13 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.05 |
| Sortino Ratio | NA | -0.01 | -0.72 | -0.55 | 0.04 | 0.32 | NA | NA | NA | 0.55 | -0.67 | -1.01 | -0.36 | 1.95 | 0.47 | 3.36 | -0.31 | 3.65 | 1.47 | -0.63 | 1.9 | 2.28 | 1.64 | 1.81 | 1.55 | 1.09 | -0.49 |
| Yield(%) | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2008
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