Dividend Portfolio Playoffs - Energy Stocks Abound

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 |  Includes: APA, APL, AVB, BWP, CMLP, CSCO, EPB, ETN, ETP, FCX, FITB, GHL, HCP, HST, HSY, JNJ, KR, LINEQ, MA, MMM, MRO, MSFT, NYCB, O, OMI, OXY, PEP, PG, PH, PM, T, TWC, TXN, UPS, WMT, XOM, YUM
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 twenty selections so far and have rejected sixteen.

In this selection we have selections with 6,7, 8 and 9 stocks in which energy and energy distribution stocks are clearly visible along with a number of the usual suspects.

Jim Royal's Huge Dividend Play (NYSE:APL) (LINE) (NRGY) (NYSE:EPB) (NYSE:BWP) (NYSE:ETP)
7 Dividend Stocks Hiking Payouts In February 2012 (NASDAQ:CSCO) (NYSE:OXY) (NYSE:UPS) (NYSE:MA) (NYSE:FCX) (NYSE:APA) (NYSE:MMM)
7 Dividend Stocks Increasing Payouts in 2012 (NYSE:TWC) (NYSE:PH) (NYSE:MRO) (NYSE:HCP) (NYSE:ETN) (NYSE:HSY) (NYSE:AVB)
8 Dividend Stocks Increasing Payouts (NASDAQ:MSFT) (NYSE:PM) (NASDAQ:TXN) (NYSE:YUM) (NYSE:KR) (NASDAQ:FITB) (NYSE:HST) (NYSE:O)
9 Rock-Solid Dividend Stocks (NYSE:XOM) (NYSE:JNJ) (NYSE:PEP) (NYSE:PG) (NYSE:WMT) (NYSE:T) (NYB) (NYSE:GHL) (NYSE:OMI)
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There are not repeats in any of these selections, and 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
JNJ 4
PG 4
INTC 3
KMB 3
NLY 3
SYY 3
WM 3
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There are several companies mentioned twice, but we will continue to prune the leader board to keep the list from being too long. After the next set of playoffs, we will put together a selection of the most popular and see how they perform.

Portfolio Performance Comparison

Portfolio/Fund Name YTD
Return
1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
7 Dividend Stocks Increasing Payouts in February 2012 10% 15% 45% 33% 108% 18% 49%
7 Dividend Stocks Increasing Payouts in 2012 9% 11% 41% 30% 106% 6% 16%
Jim Royal`s August 2011 Huge Dividend Play -5% -3% -37% 36% 149%
9 Rock-Solid Dividend Stocks 4% -2% -12% 7% 42%
8 Dividend Stocks Increasing Payouts -1% 3% -6% 17% 63%
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The four which are our current measuring stick:

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%
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Comparing the two tables, I think that the top two -- the 7 dividend selections have a shout at being included. They run close to each other until we get to the five year mark, where the top selection is the clear leader. I think that it kicks out the 13 High Yielding stock selection.

When I look at the five year charts, we can see that the 7 Dividend stock selection is the clear leader, with Jim Royal's huge dividend play having a shout but dropping off in the shorter term. We have a worthy addition to the benchmark which we will install.

Portfolio/Fund Name 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
7 Dividend Stocks Increasing Payouts in February 2012 15% 45% 33% 108% 18% 49%
Fools 5 Dividend Payers to Save your Portfolio 26% 172% 21% 137% 11% 55%
3 Bargain Dividends Investors Should Buy Today 27% 150% 24% 135%
4 Special Dividend Plays 16% 59% 26% 98%
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More...

Ticker Company
APA Apache
APL Atlas Pipeline
AVB AvalonBay Communities
BWP Boardwalk Pipeline Partners
CSCO Cisco
EPB El Paso Pipeline
ETN Eaton
ETP Energy Transfer Partners
FCX Freeport-McMoRan Copper & Gold
FITB Fifth Third Bancorp
GHL Greenhill
HCP HCP
HST Host Hotels
HSY Hershey
JNJ Johnson & Johnson
KR Kroger
LINE Linn Energy
MA Mastercard
MMM 3M
MRO Marathon Oil
MSFT Microsoft
NRGY Inergy
NYB New York Community Bancorp
O Realty Income
OMI Owens & Minor
OXY Occidental Petroleum
PEP Pepsi
PG Procter and Gamble
PH Parker-Hannifin
PM Philip Morris
T ATT
TWC Time Warner Cable
TXN Texas Instruments
UPS United Parcels Service
WMT Wal-Mart
XOM Exxon Mobil
YUM Yum! Brands
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MyPlanIQ

Disclosure: I am long CVX, MCD, INTC, MMM.

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.