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With continued low interest rates likely, bonds will be under pressure to deliver growth and income. Increasingly dividend-bearing stocks are of interest to help provide income as well as growth. Over the past few months we have reviewed around 60 different selections of dividend-bearing stocks.

Many of these stock selections overlap and so we now review these portfolios to see if there is a common thread and find the best of the best in terms of long-term growth, stability and short-term income.

We will review them in groups and dismiss the ones that have undesirable properties and then try and determine a set of stocks that have the best properties for strong risk adjusted returns. The goal being to provide a set of different stocks that can be deployed depending on the detailed requirement.

Portfolio Stocks in the portfolio

10 Outstanding Dividend Stocks to Buy in This Crazy Market


12 Dividend Stocks for 2012


13 High Yielding Stocks


July 2011 All-Star Dividend Portfolio


3 Bargain Dividends Investors Should Buy Today


(Note: The names of the companies above are listed in alphabetical order at the end of the article.)

In the four stock selections, four stocks were referenced twice

  • WM
  • SO
  • INTC
  • PG
  • NLY

Portfolio Performance Comparison

Portfolio/Fund Name1Yr AR1Yr Sharpe3Yr AR3Yr Sharpe5Yr AR5Yr Sharpe
13 High Yielding Stocks1%6%19%89%6%22%
12 Dividend Stocks for 2012-4%-16%10%48%
July 2011 All-Star Dividend Portfolio1%5%12%74%
10 Outstanding Dividend Stocks to Buy in This Crazy Market9%43%
3 Bargain Dividends Investors Should Buy Today27%150%24%135%

If I am going to whittle down the selection, I would take 13 High-Yielding Stocks and 3 Bargain Dividends Investors Should Buy Today. My reasoning is that the first one has the longest history and a good number of stocks to provide stability. The reason for the second one is that it has done well for as long as it has existed.

Three-Month Chart One-Year Chart Three-Year Chart Five-Year Chart

This is the first of a series of dividend stock selections that will lead us to the best of the best and we can also put together some of the most commonly used stocks to see if we can find the best of the best of dividend selections.


ABTAbbot LabsJNJJohnson and Johnson
AVPAvon ProductsLMTLockheed Martin
BTIBritish American TobaccoMCDMacDonalds
CIMChimera InvestmentMMM3M
CMCCommercial MetalsMRKMerck
COHCoachNLYAnnaly Capital
CXSCrexus InvestmentNPKNational Presto
DBDDiebold InoratedNYBNew York Bank
DOVDover orationOMIOwens & Minor
DRIDarden RestaurantsPEBPebblebrook Hotel
EMREmerson ElectricPGProctor and Gamble
EPBEl Paso PipelinePMPhilip Morris
EXCExelon orationSOSouthern
FLOFlowers FoodsTEFTelefonica
FTRFrontier CommunicationsVDEVanguard Energy
GPCGenuine PartsWCRXWarner Chilcott
HASHasbroWMWaste Management
Source: Dividend Portfolio Playoffs -- Finding The Best Dividend Portfolio

Additional disclosure: MyPlanIQ does not have any business relationship with the company or companies mentioned in this article. It does not set up their retirement plans. The performance data of portfolios mentioned above are obtained through historical simulation and are hypothetical.