Find A Portfolio/Ticker
Comparison Box
5 Dividend Stocks To Buy
live (public) 1.08% April 26
As the focus on dividend stocks remains, there may be a concern as to
whether there is a dividend bubble being created. Matt Koppenheffer of
the Motley Fool sets out to address this issue. He claims there is no dividend bubble.
He found that on average dividend stocks in the S&P 500 currently
have a higher yield, a lower valuation, and a lower payout ratio than
they've had over the past 10 years. He concludes that while there may be
individual stocks that are over priced, this is not generally true.
On the back of this, Matt goes on to select five dividend stocks to buy and five to avoid.
His five to buy are those who have a sustainable payout ratio and a reasonable valuation.
Company | Dividend Yield | Enterprise Value / Operating Income | Payout Ratio |
|---|---|---|---|
| Exelon (EXC) | 5.4% | 8.5 | 55.8% |
| Eli Lilly (LLY) | 5.0% | 7.2 | 50.1% |
| General Electric (GE) | 3.5% | 33.0 | 45.6% |
| Intel (INTC) | 3.1% | 7.3 | 31.9% |
| Eaton (ETN) | 2.9% | 12.4 | 34.2% |
This is a selection of companies that are spread across a wide range of markets giving diversity.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | EXC (Exelon Corporation) | 0.90% | 4.28% |
| Asset1 | LLY (Eli Lilly and Company) | 1.19% | 36.36% |
| Asset1 | GE (General Electric Company) | 0.68% | 17.24% |
| Asset1 | INTC (Intel Corporation) | 9.20% | 3.01% |
| Asset1 | ETN (Eaton Corporation PLC) | 2.27% | 39.11% |
* Day change on 04/26/2024.
Previous
Since 10/24/2003
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 Dividend Stocks To Buy | 25.1% | 81.4% | 40.2% | 32.1% | 19.4% | 18.6% |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* 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 10/24/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.4 | 25.1 | 81.4 | 40.2 | 32.1 | 19.4 | 18.6 | 12.4 | 12.5 | 52.8 | -2.7 | 71.8 | 14.4 | 25.1 | 0.4 | 8.3 | 16.2 | -3.9 | 11.9 | 27.1 | 5.9 | 3.0 | 18.5 | 7.4 | -39.1 | 23.5 | 7.9 | 5.8 | 10.3 | 7.1 |
| Sharpe Ratio | NA | 1.22 | 4.21 | 1.69 | 1.19 | 0.87 | NA | NA | 0.53 | 2.78 | -0.18 | 2.73 | 0.36 | 1.61 | -0.05 | 0.85 | 1.02 | -0.22 | 0.83 | 1.83 | 0.4 | 0.12 | 0.96 | 0.26 | -0.93 | 1.05 | 0.41 | 0.29 | 0.68 | 0.54 |
| Draw Down(%) | NA | 7.9 | 10.6 | 20.5 | 34.2 | 34.2 | NA | NA | 58.1 | 10.6 | 19.5 | 8.4 | 34.2 | 11.2 | 15.4 | 6.8 | 7.8 | 17.9 | 12.7 | 8.5 | 11.5 | 19.1 | 18.0 | 31.7 | 51.8 | 12.8 | 5.9 | 9.2 | 9.8 | 2.0 |
| Standard Deviation(%) | NA | 19.6 | 18.4 | 22.5 | 25.7 | 21.1 | NA | NA | 21.4 | 17.4 | 22.4 | 26.3 | 38.9 | 14.7 | 17.0 | 9.1 | 15.7 | 17.9 | 14.3 | 14.8 | 14.7 | 24.1 | 19.2 | 28.0 | 42.9 | 19.7 | 11.2 | 12.6 | 13.8 | 12.8 |
| Treynor Ratio | NA | 0.21 | 0.78 | 0.46 | 0.32 | 0.26 | NA | NA | 0.48 | 0.6 | -0.05 | 0.81 | 0.13 | 0.24 | -0.06 | -0.51 | 3.37 | 0.52 | 3.14 | -3.99 | 26.0 | -0.55 | -35.74 | -10.49 | 1.72 | -1.11 | -0.62 | -1.25 | 3.83 | -0.21 |
| Alpha | NA | 0.19 | 0.15 | 0.12 | 0.07 | 0.05 | NA | NA | 0.04 | 0.1 | 0.06 | 0.14 | 0.0 | -0.01 | 0.01 | 0.04 | 0.06 | -0.01 | 0.05 | 0.11 | 0.03 | 0.02 | 0.07 | 0.04 | -0.2 | 0.08 | 0.02 | 0.02 | 0.04 | 0.2 |
| Beta | NA | 1.13 | 1.0 | 0.82 | 0.96 | 0.71 | NA | NA | 0.24 | 0.81 | 0.78 | 0.89 | 1.06 | 0.98 | 0.15 | -0.15 | 0.05 | -0.08 | 0.04 | -0.07 | 0.0 | -0.05 | -0.01 | -0.01 | -0.23 | -0.19 | -0.07 | -0.03 | 0.02 | -0.33 |
| RSquared | NA | 0.44 | 0.4 | 0.38 | 0.61 | 0.35 | NA | NA | 0.04 | 0.37 | 0.71 | 0.17 | 0.88 | 0.69 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.05 | 0.02 | 0.0 | 0.0 | 0.0 | 0.07 |
| Sortino Ratio | NA | 2.01 | 7.07 | 2.96 | 1.82 | 1.31 | NA | NA | 0.77 | 4.37 | -0.25 | 6.86 | 0.51 | 2.36 | -0.07 | 1.23 | 1.44 | -0.31 | 1.12 | 2.72 | 0.59 | 0.17 | 1.4 | 0.36 | -1.25 | 1.46 | 0.61 | 0.4 | 0.97 | 1.04 |
| Yield(%) | N/A | 0.62 | 2.08 | 2.08 | 2.07 | 2.27 | N/A | N/A | 2.81 | 1.77 | 1.64 | 2.61 | 1.74 | 1.74 | 0.88 | 0.81 | 4.63 | 3.43 | 3.97 | 3.77 | 4.01 | 3.71 | 3.9 | 3.93 | 2.69 | 2.76 | 2.59 | 2.62 | 2.08 | 0.38 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2003
Or Start FREE 30-day trial now >>