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I am an independent investor blogging at Scott's Investments (http://scottsinvestments.blogspot.com/). My site focuses on consolidating and tracking free online investment resources for the public with an emphasis on ETFs, portfolio strategies, and macroeconomics.
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  • Analyzing Jim Jubak's Dividend Portfolio 0 comments
    Oct 14, 2009 06:35 PM | about stocks: DD, EEP, MMP, NRP, OKS, PCH, PVR, RYN, SPH, USB, VZ
    disclosures: none 

    Jim Jubak     recently announced he is revamping his Dividend Stock for Income Investors List and will be updating it in the near future. Jubak is one of the more insightful investing commentators on the web and has recently launched ablog. Below is the list for the end of the 3rd quarter; Jubak decided to replace USB with VZ at the start of the fourth quarter. I expect he will make more changes in the near future since he stated: "I’m going to better diversify this portfolio. It’s very heavy on energy and on master limited partnerships. The combination has done rather well by this portfolio, but I think I can add some safety here by moving a bit of money outside the energy sector."

     
    Below is the correlation matrix along with the performance and momentum data for the stocks in his list. I have provide a couple of research reports on dividend stocks in recent weeks (here and here) that offer some potential alpha generating methods for playing high yield equities. I am looking forward to his upcoming changes in the portfolio:

    TickerCompanyFree Trend AnalysisDividend YieldPayout RatioPerformance (Half Year)200-Day SMA52-Week HighPrice
    DDEI DuPont de Nemours & Co.Here4.98%233.95%26.29%25.39%-10.80%32.95
    EEPEnbridge Energy Partners LPHere8.60%77.05%45.47%29.43%-2.41%46.07
    MMPMagellan Midstream Partners LPHere7.39%118.06%29.80%16.37%-1.98%38.42
    NRPNatural Resource Partners LPHere10.07%146.32%-6.38%2.48%-13.00%21.44
    OKSONEOK Partners, L.P.Here7.82%54.38%34.24%20.20%0.89%55.24
    PCHPotlatch Corp.Here7.14%136.89%14.46%12.59%-20.06%28.57
    PVRPenn Virginia Resource Partners LPHere10.28%170.26%60.07%36.77%-0.92%18.28
    RYNRayonier Inc.Here4.82%73.22%17.04%20.09%-7.82%41.48
    SPHSuburban Propane Partners LPHere7.66%60.26%20.12%11.37%-7.13%43.1
    VZVerizon Communications Inc.Here6.52%86.65%-5.20%-0.84%-11.29%29.16

    1 Year Correlation            
      DDEEPMMPNRPOKSPCHPVRRYNSPHReturnStdDev
    Du Pont E I De NeDD         4.70%3.60%
    Enbridge Egy Pt LEEP0.66        89.60%3.10%
    Magellan MidstreaMMP0.550.81       88.30%3.10%
    Natural Res PtnrsNRP0.670.740.71      24.70%4.20%
    Oneok Partners LtOKS0.550.790.750.62     53.10%2.60%
    Potlatch CpPCH0.740.450.370.520.35    -16.60%5.60%
    Penn Virginia ResPVR0.650.80.740.730.680.51   84.30%4.70%
    Rayonier Inc ReitRYN0.780.470.40.550.360.90.55  14.20%4.70%
    Suburban PropaneSPH0.580.780.740.680.740.410.730.42 107.60%2.70%
    Verizon CommunVZ0.650.420.390.460.390.550.420.60.4715.70%2.60%
    Portfolio          46.50%3.00%
    Intra-portfolio0.6           
    diversification            
    Stocks: DD, EEP, MMP, NRP, OKS, PCH, PVR, RYN, SPH, USB, VZ
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