Using the Magic Formula With Dividend Stocks [View article]
For those that are interested the so called "magic" formula is:
Formula Establish a minimum market capitalization (usually greater than $50 million). Exclude utility and financial stocks Exclude foreign companies (American Depositary Receipts) Determine company's earnings yield = EBIT / enterprise value. Determine company's return on capital = EBIT / (Net fixed assets + working capital) Rank all companies above chosen market capitalization by highest earnings yield and highest return on capital (ranked as percentages). Invest in 20-30 highest ranked companies, accumulating 2-3 positions per month over a 12-month period. Re-balance portfolio once per year, selling losers one week before the year-mark and winners one week after the year mark. Continue over long-term (3-5 year) period
Using the Magic Formula With Dividend Stocks [View article]
Formula
Establish a minimum market capitalization (usually greater than $50 million).
Exclude utility and financial stocks
Exclude foreign companies (American Depositary Receipts)
Determine company's earnings yield = EBIT / enterprise value.
Determine company's return on capital = EBIT / (Net fixed assets + working capital)
Rank all companies above chosen market capitalization by highest earnings yield and highest return on capital (ranked as percentages).
Invest in 20-30 highest ranked companies, accumulating 2-3 positions per month over a 12-month period.
Re-balance portfolio once per year, selling losers one week before the year-mark and winners one week after the year mark.
Continue over long-term (3-5 year) period
DUH!