Selecting the Most Popular Equities for Smart Investing

by: MyPlanIQ

Life moves quickly. Already this year we have seen uprisings, natural and man-made disasters, tax season has come and gone, the Royal Wedding is now a distant memory and the demise of Osama bin Laden has been pushed back by the recent choppiness in the markets. How many of our New Year's resolutions are still intact? The tyranny of the urgent may tempt us to delay and time zips by.

Recently we have been reviewing a series of stock portfolios to see how they compare with an asset allocation portfolio of benchmark ETFs.

There is usually wisdom in the counsel of many. In this article we are going to review the equity portfolios we have already measured and see which stocks keep appearing. We will select the most commonly used and take them through to the next round to build a best of the best portfolio and see how that compares with some of the selections already measured.

The first seven portfolios we have covered with their returns are:

Portfolio/Fund Name 1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
P 10 Dividend Stocks From SeekingAlpha Readers 17% 128% 7% 31% 11% 52%
P 5 Stocks for the Next Three Decades 13% 61% 5% 19% 8% 32%
P SmartMoney Magazine Where to Invest 2011 12 Stocks 17% 118% 8% 26% 6% 19%
P Street 5 Dividend Stocks Rewarding Shareholders 21% 137% 5% 13% 5% 15%
P The Fools 5 Cheap Buffett Stocks 9% 23% 4% 15% 4% 16%
P The Street`s 10 Dividend Stocks 20% 101% 4% 18% 2% 8%
P 9 Stocks That Gain Every Earnings Day 96% 323% 37% 103%
Stock Occurrences
PEP (PepsiCo Inc) 3
PG (Proctor & Gamble) 3
OPNT (OPNET Technologies Inc.) 2
ORCL (Oracle) 2
TJX (The TJX Companies, Inc.) 2
WMT (Wal-Mart) 2
ABT (Abbott Labs) 1
ABX (Barrick Gold) 1
AET (Aetna Inc) 1
ALV (Autoliv Inc) 1
BK (Bank of New York Mellon) 1
BTI (British American Tobacco) 1
CMCSA (Comcast Corporation) 1
CSCO (Cisco Systems Inc) 1
DHX (Dice Holdings, Inc.) 1
FCFS (First Cash Financial Services,) 1
FITB (Fifth Third Bancorp) 1
GG (Goldcorp) 1
GOOG (Google Inc) 1
HMN (Horace Mann Educators) 1
HPQ (Hewett-Packard) 1
JNJ (Johnson Johnson) 1
JPM (JPMorgan Chase & Co) 1
KMB (Kimberly Clark) 1
KO (Coca Cola) 1
LOW (Lowe's Companies Inc.) 1
MCD (McDonald's Corp.) 1
MDT (Medtronic Inc) 1
MMM (3M Company) 1
MO (Altria Group) 1
MWIV (MWI Veterinary Supply, Inc.) 1
NWL (Newell Rubbermaid) 1
PAY () 1
PEG (Public Service Enterprise Group Inc) 1
PPG (PPG Inds) 1
QCOM (Qualcom) 1
RJF (Raymond James Financial Inc) 1
RSG (Republic Services) 1
SLW (Silver Wheaton) 1
SPLS () 1
TEF (Telefonica SA ADRg) 1
TEVA (Teva Pharmaceutical Industries Limited) 1
UPS (United Parcel Serv) 1
UTX (United Technologies) 1
WFC (Wells Fargo) 1
WHR (Whirlpool Corp) 1
XOM (Exxon Mobil Corp) 1
YUM (Yum! Brands Inc.) 1

As we would expect, there are a wide range of equities selected but some names reoccur as standards.

PEP (PepsiCo Inc) 3
PG (Proctor and Gamble) 3
OPNT (OPNET Technologies Inc.) 2
ORCL (Oracle) 2
TJX (The TJX Companies, Inc.) 2
WMT (Walmart) 2

We will take these six as the most popular and combine them with the most popular from the set of portfolios to build the best of the best portfolio.

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. I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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