Dividend stock selections continue to be of interest in the light of continuing low interest rates limiting the returns from bonds. We have been reviewing a large number of selections and this series reviews the different selections and attempts to show which are the most popular selections and then to highlight the best of the best. This selection focuses largely on Dow stocks so there are a lot of repeats. This continues to show that there is always a demand for solid, long term dividend stocks and that will have an upward pressure on valuations as we continue to traverse volatile times.
| Solid Dow Dividends | (JPM) (CVX) (INTC) | (XOM) (HD) (KO) | (BA) (MSFT) (GE) | (DD) (MMM) (UTX) | (PFE) (JNJ) (PG) | (WMT) (KFT) (TRV) | (MCD) |
| Augusts 7 Highest-Yielding Buffett Stocks | (GSK) | (MTB) | (COP) | JNJ | GE | KFT | PG |
| The Cash Kings of the Dow | XOM | MSFT | PFE | GE | CVX | ||
| High Dividend, high risk equities | (NLY) | (CIM) | (TEF) | (STD) | (FTR) | (UAN) | |
| The Safest and Best Dividends on the Dow | GE | DD | INTC | PG | CVX |
In this set of selections, we have a lot of repeats that are listed below. Note that the company names for the featured ticker symbols are at the end of the report.
| Stock | Mention |
| CVX | 3 |
| GE | 3 |
| PG | 3 |
| DD | 2 |
| INTC | 2 |
| MSFT | 2 |
| PFE | 2 |
| XOM | 2 |
When this gets added into our leader board, we see some separation at the top.
| Ticker | Mention |
| INTC | 8 |
| JNJ | 7 |
| PG | 7 |
| GE | 5 |
| WMT | 5 |
| CVX | 4 |
| MCD | 4 |
| MMM | 4 |
| PEP | 4 |
| SYY | 4 |
At this stage when we have reviewed 35 different sets of selections, having Johnson and Johnson , Procter and Gamble at the top is not a surprise. I am surprised that Intel heads the list. It is clear to me that Intel is the dominant processor provider for PC products but they have a real fight on their hands if they want to be in anything like the same position in the mobile space. That makes them a one horse show and in the long term, one wonders. Having said that, I own INTC as I don't see their demise in the short term.
Portfolio Performance Comparison
| Portfolio/Fund Name | YTD Return | 1Yr AR | 1Yr Sharpe | 3Yr AR | 3Yr Sharpe | 5Yr AR | 5Yr Sharpe |
|---|---|---|---|---|---|---|---|
| Solid Dow Dividends | 4% | 9% | 45% | 19% | 112% | 6% | 24% |
| The Safest and Best Dividends on the Dow | 4% | 6% | 28% | 20% | 103% | 5% | 17% |
| The Cash Kings of the Dow | 2% | 3% | 15% | 16% | 82% | 3% | 9% |
| August 2011 7 Highest-Yielding Buffett Stocks | 2% | 5% | 29% | 20% | 117% | 2% | 7% |
| High Dividend High Risk Equities | -1% | -17% | -79% | 8% | 38% |
As I review this list of selections, the one that I vastly prefer is the Solid Dow Dividends selection of 19 solid stocks. As we continue to muddle through a range of austerity measures, bail outs, kicking the can down the road, I think that this is a diversified selection that provides a solid base from which you can add more adventurous alternatives.
Three Month Chart
One Year Chart
Three Year Chart
Five Year Chart
I now add just the solid Dow dividends -- the best of the bunch -- into the leader board, it doesn't fare that well. Bear in mind that the Dividend Aristocrats comprises McDonald's (MCD), 3M (MMM) and Sysco (SYY).
| Portfolio/Fund Name | 1Yr AR | 1Yr Sharpe | 3Yr AR | 3Yr Sharpe | 5Yr AR | 5Yr Sharpe |
| Dividend Aristocrats for 2012 | 19.00% | 112% | 26% | 162% | 12% | 57% |
| Fools 5 Dividend Payers to Save your Portfolio | 26.00% | 172% | 21% | 137% | 11% | 55% |
| 7 Dividend Stocks Increasing Payouts in February 2012 | 15.00% | 45% | 33% | 108% | 18% | 49% |
| Solid Dow Dividends | 9% | 45% | 19% | 112% | 6% | 24% |
| Dividends for the International Investor | 26.00% | 138% | 38% | 204% |
I own and based on this and other analyses. It seems counter-intuitive that a selection of three stocks should have such strong returns and good volatility properties but there you have it.
In my own case, I have also purchased Intel (INTC), Chevron (CVX) and a few other equities to give some balance.
Below is a list of the companies features in this report.
| Ticker | Company |
| CVX | Chevron |
| DD | Dupont |
| GE | General Electric |
| INTC | Intel |
| JNJ | Johnson and Johnson |
| MCD | McDonald's |
| MMM | 3M |
| MSFT | Microsoft |
| PEP | Pepsi |
| PFE | Pfizer |
| PG | Procter and Gamble |
| SYY | Sysco |
| WMT | Wal-Mart |
| XOM | Exxon |
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.
