Dividend Portfolio Playoffs: Which Stocks Are Leading

|
 |  Includes: AWK, CSX, CVX, DUK, GSK, HOG, JNJ, KMB, KO, LLY, LM, MAR, NOK, ORAN, PEP, SYY, T, TEF, TOT, VE, VOD, WMT
by: MyPlanIQ

Dividend stock selections continue to be of interest in the light of continuing low interest rates limiting the returns from bonds. We have seen that not all high dividend stocks are good value however, and we are trawling through the many selections (over 60) we have reviewed to drill down to the best of the best and note the most commonly used. We have reviewed 15 selections so far and have rejected 11.

In this selection we pick up five equity selections. We list out the stocks in each of the selections and we note that TOT and PEP are repeated.

Next 5 Dividend Stocks Rewarding Shareholders CSX (NASDAQ:CSX) Harley-Davidson (NYSE:HOG) Legg Mason (NYSE:LM) Marriott International (NASDAQ:MAR) Pepsico (NYSE:PEP)
5 Dividend Stocks For A Shaky Economy Johnson & Johnson (NYSE:JNJ) Kimberly-Clark (NYSE:KMB) Sysco (NYSE:SYY) AT&T (NYSE:T)
5 Great Dividend Stocks Chosen By The Experts GlaxoSmithKline (NYSE:GSK) Eli Lilly (NYSE:LLY) Total SA (NYSE:TOT) Vodafone (NASDAQ:VOD) Nestle (OTCPK:NSRGY)
5 High-Yield Stocks You May Be Ignoring Telefonica (NYSE:TEF)

France Telecom (FTE)

Nokia (NYSE:NOK) Veolia (NYSE:VE)
5 'Necessity' Stocks That Could Protect Your Portfolio From Disaster Duke Energy (NYSE:DUK) American Water Works (NYSE:AWK) Chevron (NYSE:CVX) Coca-Cola (NYSE:KO) Wal-Mart (NYSE:WMT)
Click to enlarge

There is a full list of the stocks in each of these portfolios at the end of this article.

We are keeping a tally of the most popular selections and the leader board is:

Ticker Mention
Intel (NASDAQ:INTC) 3
Johnson & Johnson 3
Kimberly-Clark 3
Annaly Capital (NYSE:NLY) 3
Procter & Gamble (NYSE:PG) 3
Sysco 3
Waste Management (NYSE:WM) 3
Click to enlarge

Note that we have deleted any duplicate mentions or the list will get unmanageably long -- especially as we continue the review.

Portfolio Performance Comparison

Portfolio/Fund Name YTD
Return
1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
Fools 5 Great Dividend Stocks Chosen By The Experts 5% 6% 29% 13% 56% 4% 12%
5 dividend stocks for a shaky economy 4% 6% 27% 8% 52% 2% 6%
5 Necessity Stocks That Could Protect Your Portfolio From Disaster -0% 18% 109% 17% 114%
Next 5 Dividend Stocks Rewarding Shareholders -7% -1% -18% 17% 56% -0% -8%
5 High-Yield Stocks You May Be Ignoring -23% -17% -77% -6% -24% -8% -31%
Click to enlarge

On a standalone basis, the first two portfolios look fair, but when we compare them with the best ones we have found so far, none of them threaten to replace them. We note that the High Yield Stocks that are being ignored, may be ignored for a good reason. They are European stocks and still being impacted by eurozone turbulence. It may be worthwhile revisiting that selection when (if?) that gets resolved.

The four which are our current measuring stick are:

Portfolio/Fund Name 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
Fools 5 Dividend Payers to Save your Portfolio 26% 172% 21% 137% 11% 55%
13 High Yielding Stocks 1% 6% 19% 89% 6% 22%
3 Bargain Dividends Investors Should Buy Today 27% 150% 24% 135%
4 Special Dividend Plays 16% 59% 26% 98%
Click to enlarge


One Year Chart Three Year Chart Five Year Chart

When I look at the five year charts, I can see that the necessity stocks look to be the best of the bunch and may be worth a look later on as we get more history and the economy recovers somewhat. We will keep digging and reviewing and see what the next set of dividend equity selections bring us. In the long run, the best will come to the top.

Ticker Company
AWK American Water Works
CSX CSX Corporation
CVX Chevron
DUK Duke Energy
FTE France Telecom
GSK GlaxoSmithKline
HOG Harley-Davidson
INTC Intel
JNJ Johnson & Johnson
KMB Kimberly-Clark
KO Coca Cola
LLY Eli Lilly
LM Legg Mason
MAR Marriot International
NLY Annaly Capital
NOK Nokia
OTCPK:NSRGY Nestle
PEP Pepsi Cola
PG Procter and Gamble
SYY Sysco Corporation
T ATT
TEF Telefonica
TOT Total
VE Veolia
VOD Vodaphone
WMT Wal-Mart
Click to enlarge

Disclosure: I am long INTC, MCD, CVX.

Disclaimer: 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.