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Stockpickrs 19 Dividend Opportunity Stocks
live (public) 0.67% November 02
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. We are open to ideas
from other experts and Stockpickr recently listed their 19
'Dividend Opportunity' Stocks for 2012
Their list of 19:
- (MMM) 3M
- (ABT) Abbott Laboratories
- (AFL) Aflac Inc
- (BDX) Becton Dickinson
- (BMS) Bemis Co Inc
- (CVX) Chevron Corp
- (EMR) Emerson Electric Co.
- (GD) General Dynamics
- (HCBK) Hudson City Banco
- (MDT) Medtronic Inc.
- (EE) NextEra Energy Inc
- (NSC) Norfolk Southern
- (PPG) PPG Industries Inc.
- (PPL) PPL Corp
- (SCG) SCANA Corp
- (TJX) TJX Companies
- (UTX) United Technologi
- (WMT) Wal-Mart Stores Inc
- (WAG) Walgreen Company
I like a longer list as that gives stability and this is a mix of well known names with some that are less well known. I was unable to find the selection criteria but it is still worth measuring against our dividend bearing ETF list.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | MMM (3M Company) | 1.72% | 5.05% |
| Asset1 | ABT (Abbott Laboratories) | 1.41% | 2.15% |
| Asset1 | AFL (Aflac Incorporated) | 1.19% | 3.30% |
| Asset1 | BDX (Becton Dickinson and Company) | 1.61% | 4.51% |
| Asset1 | BMS (Bemis Company Inc) | 1.16% | 4.31% |
| Asset1 | CVX (Chevron Corp) | 4.49% | 3.59% |
| Asset1 | EMR (Emerson Electric Company) | 2.37% | 2.89% |
| Asset1 | GD (General Dynamics Corporation) | 0.09% | 10.53% |
| Asset1 | HCBK (Hudson City Bancorp Inc) | 0.0% | 6.57% |
| Asset1 | MDT (Medtronic PLC) | 2.48% | 4.16% |
| Asset1 | EE (Excelerate Energy Inc) | 0.47% | 4.04% |
| Asset1 | NSC (Norfolk Southern Corporation) | 0.44% | 4.04% |
| Asset1 | PPG (PPG Industries Inc) | 0.25% | 8.97% |
| Asset1 | PPL (PPL Corporation) | 0.73% | 6.79% |
| Asset1 | SCG (SCANA Corporation) | 0.0% | 5.17% |
| Asset1 | TJX (The TJX Companies Inc) | 0.04% | 8.28% |
| Asset1 | UTX (Raytheon Technologies Corporation) | 1.00% | 7.27% |
| Asset1 | WMT (Walmart Inc) | 0.65% | 2.60% |
| CASH | CASH (CASH) | 0.0% | 5.78% |
* Day change on 11/02/2015.
Previous
Since 02/14/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Stockpickrs 19 Dividend Opportunity Stocks | -5.3% | 1.1% | 12.9% | 11.0% | 8.2% | |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/14/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 1.1 | 12.9 | 11.0 | 8.2 | 7.9 | -4.6 | 15.0 | 29.0 | 15.0 | -1.0 | 10.2 | 16.1 | -21.1 | 15.1 | 15.4 | 4.5 |
| Sharpe Ratio | NA | 0.07 | 1.07 | 0.76 | 0.4 | 0.38 | -0.33 | 1.35 | 2.68 | 1.27 | -0.05 | 0.61 | 0.63 | -0.63 | 0.8 | 1.27 | 0.25 |
| Draw Down(%) | NA | 15.3 | 15.3 | 18.3 | 47.0 | 47.0 | 15.0 | 6.9 | 5.5 | 6.9 | 18.3 | 14.7 | 31.2 | 31.9 | 5.3 | 4.2 | 7.6 |
| Standard Deviation(%) | NA | 14.0 | 12.1 | 14.4 | 18.7 | 18.3 | 14.3 | 11.1 | 10.8 | 11.8 | 21.5 | 16.6 | 25.4 | 35.0 | 15.1 | 9.5 | 10.2 |
| Treynor Ratio | NA | 0.01 | 0.15 | 0.12 | 0.09 | 0.08 | -0.05 | 0.17 | 0.32 | 0.17 | -0.01 | 0.11 | 0.18 | -0.27 | 0.14 | 0.14 | 0.03 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.03 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | -0.02 | 0.06 | 0.04 | 0.01 | 0.01 |
| Beta | NA | 0.88 | 0.89 | 0.89 | 0.86 | 0.86 | 0.87 | 0.9 | 0.9 | 0.87 | 0.9 | 0.89 | 0.89 | 0.83 | 0.89 | 0.85 | 0.91 |
| RSquared | NA | 0.88 | 0.87 | 0.91 | 0.91 | 0.91 | 0.89 | 0.85 | 0.84 | 0.88 | 0.95 | 0.94 | 0.91 | 0.93 | 0.89 | 0.8 | 0.86 |
| Sortino Ratio | NA | 0.1 | 1.52 | 1.07 | 0.55 | 0.54 | -0.44 | 1.93 | 4.01 | 1.89 | -0.06 | 0.86 | 0.91 | -0.88 | 1.09 | 1.86 | 0.36 |
| Yield(%) | N/A | 0.0 | 0.22 | 0.13 | 0.07 | 0.06 | 0.0 | 0.63 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/14/2005
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