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The Streets 20 Dividend Stars Among the Mid-Cap Crowd
The Streets 20 Dividend Stars Among the Mid-Cap Crowd
live (public) 0.22% March 01
20 Dividend Stars Among the Mid-Cap Crowd
We continue to investigate dividend alternatives to fixed income
investments. It's important not to overstate the impact of dividend
stocks -- they are different to bonds -- but increasingly a portfolio
with a bias towards dividends is an important part of a retirement
portfolio where some form of income stream is important.
The Street.com came up with 20 mid-cap dividend stars which appeals to me on two levels:
- We previously examined a three stocks with dividends and growth and found them to be lacking. Looking at Mid-Cap stocks is a way of moving towards increasing the risk and return variable.
- Having 20 from which to choose gives greater diversity which is
always a good thing. I know that I am not a stock picker -- I prefer to
buy the market over the long haul.
Here is their list:
| Company | Div Yield |
| Apollo Investment (AINV) | 14.9% |
| New York Bank (NYB) | 7.9% |
| Omega Healthcare (OHI) | 7.8% |
| Hospitality Properites (HPT) | 7.4% |
| Old Republich (ORI) | 7.2% |
| Senior Housing Properties (SNH) | 6.8% |
| Mack-Cali (CLI) | 6.3% |
| Astoria Financial (AF) | 6.1% |
| National Retail Properties (NNN) | 5.7% |
| Valley National (VLY) | 5.7% |
| Liberty Property (LRY) | 5.6% |
| Mercury General (MCY) | 5.5% |
| Highwoods Properties (HIW) | 5.1% |
| Duke Reality (DRE) | 5.0% |
| RadioShack (RSH) | 5.0% |
| Meredith (MDP) | 4.9% |
| Vectren (VVC) | 4.9% |
| MDC Holdings (MDC) | 4.8% |
| Reality Income (O) | 4.8% |
| Corporate Office Properties (OFC) | 4.6% |
| Equity One (EQY) | 4.6% |
Source The Street.com
The article goes on to highlight five that are especially attractive
- Apollo Investment (AINV)
- RadioShack (RSH)
- Meredith (MDP)
- MDC Holdings (MDC)
- Omega Hospitality Trust(OHI)
As I review this list, there is a bias towards real estate which is a
concern but we will still review the list as is as the short list gives a
different look.
I am going to compare their 20 and their 5 with our benchmark dividend yielding ETF portfolio.
Holdings (As of 03/01/2017)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | AINV (Apollo Investment Corp) | 1.11% | 2.76% |
| Asset1 | OHI (Omega Healthcare Investors Inc) | 0.12% | 13.16% |
| Asset1 | HPT (Service Properties Trust) | 0.69% | 3.78% |
| Asset1 | ORI (Old Republic International Corp) | 0.92% | 4.24% |
| Asset1 | SNH (Diversified Healthcare Trust) | 0.29% | 4.93% |
| Asset1 | CLI (Mack-Cali Realty Corporation) | 1.85% | 2.79% |
| Asset1 | AF (Astoria Financial Corp) | 2.43% | 2.43% |
| Asset1 | NNN (National Retail Properties Inc) | 0.77% | 9.46% |
| Asset1 | MCY (Mercury General Corporation) | 2.20% | 4.15% |
| Asset1 | HIW (Highwoods Properties Inc) | 0.76% | 6.97% |
| Asset1 | DRE (Duke Realty Corporation) | 0.20% | 3.34% |
| Asset1 | MDP (Meredith Corporation) | 4.78% | 4.25% |
| Asset1 | VVC (Vectren Corporation) | 7.29% | |
| Asset1 | MDC (MDC Holdings Inc) | 3.01% | 1.33% |
| Asset1 | O (Realty Income Corp) | 1.11% | 9.90% |
| Asset1 | OFC (Corporate Office Properties Trust) | 0.21% | 4.44% |
| Asset1 | EQY (Equity One Inc) | 2.56% | 5.64% |
| Asset1 | VLY (Valley National Bancorp) | 3.15% | 2.59% |
| CASH | CASH (CASH) | 0.0% | 6.55% |
* Day change on 03/01/2017.
Previous
Performance (As of 03/01/2017)
Since 04/20/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Streets 20 Dividend Stars Among the Mid-Cap Crowd | 4.7% | 15.0% | 7.2% | 10.4% | 4.4% | |
| 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* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/20/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 15.0 | 7.2 | 10.4 | 4.4 | 6.6 | 4.7 | 13.0 | -4.8 | 15.6 | 14.2 | 17.0 | -9.2 | 17.6 | 22.0 | -18.7 | -14.8 | 22.3 | 11.3 |
| Sharpe Ratio | NA | 1.09 | 0.53 | 0.75 | 0.13 | 0.2 | 0.48 | 0.86 | -0.33 | 1.52 | 0.9 | 1.35 | -0.32 | 0.65 | 0.43 | -0.32 | -0.81 | 1.63 | 0.71 |
| Draw Down(%) | NA | 14.2 | 18.4 | 18.4 | 58.6 | 59.9 | 1.7 | 14.2 | 18.4 | 8.3 | 18.0 | 8.7 | 25.8 | 14.3 | 37.5 | 50.9 | 23.1 | 8.9 | 8.9 |
| Standard Deviation(%) | NA | 13.5 | 13.3 | 13.7 | 30.7 | 28.6 | 9.7 | 14.9 | 14.6 | 10.3 | 15.7 | 12.5 | 28.9 | 27.0 | 51.5 | 61.5 | 22.0 | 11.6 | 13.6 |
| Treynor Ratio | NA | 0.24 | 0.12 | 0.15 | 0.03 | 0.05 | 0.11 | 0.2 | -0.07 | 0.29 | 0.14 | 0.23 | -0.08 | 0.15 | 0.13 | -0.15 | -0.15 | 0.21 | 0.09 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.04 | 0.03 | -0.02 | 0.03 | -0.05 | 0.03 | -0.03 | 0.02 | -0.03 | 0.2 | -0.07 | 0.03 | 0.0 |
| Beta | NA | 0.62 | 0.61 | 0.69 | 1.21 | 1.2 | 0.44 | 0.64 | 0.64 | 0.55 | 1.01 | 0.74 | 1.11 | 1.15 | 1.68 | 1.3 | 1.16 | 0.91 | 1.13 |
| RSquared | NA | 0.22 | 0.37 | 0.42 | 0.68 | 0.67 | 0.08 | 0.31 | 0.47 | 0.37 | 0.51 | 0.56 | 0.8 | 0.59 | 0.78 | 0.75 | 0.71 | 0.62 | 0.69 |
| Sortino Ratio | NA | 1.48 | 0.72 | 1.03 | 0.18 | 0.29 | 0.73 | 1.17 | -0.42 | 2.17 | 1.25 | 1.97 | -0.44 | 0.94 | 0.62 | -0.44 | -1.06 | 2.51 | 1.05 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.05 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.26 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2005
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