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Diversify With These 5 Dividend Stocks
Diversify With These 5 Dividend Stocks
live (public) 1.69% April 26
As we continue to examine ideas with strong dividend stocks,
Patrick Martin of the Motley Fool focuses in on diversity. Having
detailed knowledge of one market area can provide insight that you
can turn to your advantage but it's always good to have diversity
in your portfolio. He lists five
companies in diversified markets:
- Johnson & Johnson (JNJ) a consumer goods company
with over half its revenue from pharmaceuticals and medical
devices. This is a blue chip dividend darling that also
provides access into medical devices
- Waste Management (WM) operates the largest network of landfills in the country which gives it long term cost advantages and it is a forward thinking company
- Yum! Brands (YUM) owns Taco Bell and KFC but has a strong franchise in China and is now turning its attention to India which will likely be strong growth areas
- Intel (INTC) also benefits from growth in emerging markets representing two thirds of PC demand
- Retail Opportunities Investment Corp. (ROIC) is a small-cap REIT that specializes in rehabbing down-and-out shopping centers that it buys cheap and then either raises the rents or sells them at a profit -- having a REIT investment further broadens diversity and can lower volatility
The Dividend bearing ETF portfolio is much more diversified in
terms of asset classes and buying the market instead of picking
stock. Let's see how they compare.
Holdings (As of 04/26/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | JNJ (Johnson & Johnson) | 0.46% | 15.87% |
| Asset1 | WM (Waste Management Inc) | 1.22% | 42.15% |
| Asset1 | YUM (Yum! Brands Inc) | 0.15% | 23.03% |
| Asset1 | INTC (Intel Corporation) | 9.20% | 10.69% |
| Asset1 | ROIC (Retail Opportunity Investments) | 0.89% | 8.26% |
* Day change on 04/26/2024.
Previous
Performance (As of 04/26/2024)
Since 11/04/2009
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Diversify With These 5 Dividend Stocks | 0.4% | 12.6% | 4.3% | 6.0% | 9.3% | |
| 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 | Since 11/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.4 | 12.6 | 4.3 | 6.0 | 9.3 | 11.2 | 13.8 | -11.8 | 27.7 | -2.1 | 20.7 | -0.4 | 19.2 | 14.9 | 4.2 | 17.5 | 26.4 | 7.0 | 13.5 | 12.4 | 5.9 |
| Sharpe Ratio | NA | -0.06 | 0.78 | 0.14 | 0.23 | 0.49 | 0.65 | 0.78 | -0.75 | 2.16 | -0.07 | 1.78 | -0.1 | 2.43 | 0.97 | 0.26 | 1.41 | 2.26 | 0.56 | 0.72 | 0.82 | 0.54 |
| Draw Down(%) | NA | 6.5 | 10.2 | 19.0 | 35.1 | 35.1 | 35.1 | 10.2 | 19.0 | 4.7 | 35.1 | 7.4 | 12.5 | 2.7 | 12.9 | 12.1 | 8.2 | 6.5 | 8.8 | 14.4 | 10.9 | 2.3 |
| Standard Deviation(%) | NA | 11.1 | 11.4 | 14.1 | 19.5 | 16.9 | 16.2 | 12.2 | 17.6 | 12.8 | 33.9 | 10.8 | 17.0 | 7.6 | 15.2 | 16.1 | 12.4 | 11.7 | 12.4 | 18.5 | 15.1 | 11.0 |
| Treynor Ratio | NA | -0.02 | 0.18 | 0.03 | 0.06 | 0.14 | 0.26 | 0.16 | -0.21 | 0.37 | -0.03 | 0.3 | -0.12 | -1.34 | 2.37 | -0.3 | 3.51 | 13.84 | -1.51 | -1.28 | -2.25 | 5.23 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.03 | -0.06 | 0.01 | 0.0 | 0.08 | 0.06 | 0.02 | 0.06 | 0.09 | 0.03 | 0.06 | 0.05 | 0.15 |
| Beta | NA | 0.33 | 0.5 | 0.62 | 0.78 | 0.58 | 0.4 | 0.59 | 0.63 | 0.75 | 0.91 | 0.65 | 0.15 | -0.14 | 0.06 | -0.14 | 0.05 | 0.02 | -0.05 | -0.1 | -0.05 | 0.01 |
| RSquared | NA | 0.12 | 0.26 | 0.59 | 0.73 | 0.37 | 0.18 | 0.41 | 0.74 | 0.59 | 0.87 | 0.56 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 |
| Sortino Ratio | NA | -0.09 | 1.16 | 0.2 | 0.31 | 0.67 | 0.89 | 1.2 | -1.01 | 3.19 | -0.09 | 2.61 | -0.13 | 3.96 | 1.23 | 0.36 | 2.04 | 3.34 | 0.78 | 1.04 | 1.16 | 0.9 |
| Yield(%) | N/A | 0.96 | 2.74 | 2.41 | 2.0 | 2.27 | 2.7 | 2.34 | 2.15 | 2.49 | 1.0 | 1.69 | 1.15 | 0.76 | 4.5 | 3.51 | 3.55 | 3.63 | 3.5 | 3.36 | 2.92 | 0.35 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2009
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