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 15 selections so far and have rejected 11.
In this selection we pick up five equity selections. We list out the stocks in each of the selections and we note that TOT and PEP are repeated.
| Next 5 Dividend Stocks Rewarding Shareholders | CSX (CSX) | Harley-Davidson (HOG) | Legg Mason (LM) | Marriott International (MAR) | Pepsico (PEP) |
| 5 Dividend Stocks For A Shaky Economy | Johnson & Johnson (JNJ) | Kimberly-Clark (KMB) | Sysco (SYY) | AT&T (T) | |
| 5 Great Dividend Stocks Chosen By The Experts | GlaxoSmithKline (GSK) | Eli Lilly (LLY) | Total SA (TOT) | Vodafone (VOD) | Nestle (NSRGY) |
| 5 High-Yield Stocks You May Be Ignoring | Telefonica (TEF) | France Telecom (FTE) | Nokia (NOK) | Veolia (VE) | |
| 5 'Necessity' Stocks That Could Protect Your Portfolio From Disaster | Duke Energy (DUK) | American Water Works (AWK) | Chevron (CVX) | Coca-Cola (KO) | Wal-Mart (WMT) |
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 |
| Intel (INTC) | 3 |
| Johnson & Johnson | 3 |
| Kimberly-Clark | 3 |
| Annaly Capital (NLY) | 3 |
| Procter & Gamble (PG) | 3 |
| Sysco | 3 |
| Waste Management (WM) | 3 |
Note that we have deleted any duplicate mentions or the list will get unmanageably long -- especially as we continue the review.
Portfolio Performance Comparison
| Portfolio/Fund Name | YTD Return | 1Yr AR | 1Yr Sharpe | 3Yr AR | 3Yr Sharpe | 5Yr AR | 5Yr Sharpe |
|---|---|---|---|---|---|---|---|
| Fools 5 Great Dividend Stocks Chosen By The Experts | 5% | 6% | 29% | 13% | 56% | 4% | 12% |
| 5 dividend stocks for a shaky economy | 4% | 6% | 27% | 8% | 52% | 2% | 6% |
| 5 Necessity Stocks That Could Protect Your Portfolio From Disaster | -0% | 18% | 109% | 17% | 114% | ||
| Next 5 Dividend Stocks Rewarding Shareholders | -7% | -1% | -18% | 17% | 56% | -0% | -8% |
| 5 High-Yield Stocks You May Be Ignoring | -23% | -17% | -77% | -6% | -24% | -8% | -31% |
On a standalone basis, the first two portfolios look fair, but when we compare them with the best ones we have found so far, none of them threaten to replace them. We note that the High Yield Stocks that are being ignored, may be ignored for a good reason. They are European stocks and still being impacted by eurozone turbulence. It may be worthwhile revisiting that selection when (if?) that gets resolved.
The four which are our current measuring stick are:
| 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% |
One Year Chart Three Year Chart Five Year Chart
When I look at the five year charts, I can see that the necessity stocks look to be the best of the bunch and may be worth a look later on as we get more history and the economy recovers somewhat. We will keep digging and reviewing and see what the next set of dividend equity selections bring us. In the long run, the best will come to the top.
| Ticker | Company |
| AWK | American Water Works |
| CSX | CSX Corporation |
| CVX | Chevron |
| DUK | Duke Energy |
| FTE | France Telecom |
| GSK | GlaxoSmithKline |
| HOG | Harley-Davidson |
| INTC | Intel |
| JNJ | Johnson & Johnson |
| KMB | Kimberly-Clark |
| KO | Coca Cola |
| LLY | Eli Lilly |
| LM | Legg Mason |
| MAR | Marriot International |
| NLY | Annaly Capital |
| NOK | Nokia |
| NSRGY.PK | Nestle |
| PEP | Pepsi Cola |
| PG | Procter and Gamble |
| SYY | Sysco Corporation |
| T | ATT |
| TEF | Telefonica |
| TOT | Total |
| VE | Veolia |
| VOD | Vodaphone |
| WMT | Wal-Mart |
Disclosure: I am long INTC, MCD, CVX.
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.
High-dividend stock investing is a kind of security selection, which is just a fancy term for stock picking.
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