| A | B | C | D | E | F | G | H | I | J | K | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by long-term Finance Value (Column E) | Ticker | Reward = 11-yr Total Return/yr | Risk = Lehman Panic Total Return (10/07 - 4/09) | Finance Value = Reward - Risk (Col C + Col D) | 5-yr Total Return/yr | 5-yr Beta | Dividend Yield | Dividend Growth | Barron's 2013 rank | Barron's 2012 rank | |
2 | Wal-Mart Stores | WMT | 5.2% | 20.4% | 25.6% | 8.4% | 0.33 | 2.5% | 23.9% | 265 | 260 | |
3 | McDonald's | MCD | 20.4% | 3.8% | 24.2% | 15.2% | 0.29 | 3.2% | 21% | 315 | 194 | |
4 | NextEra Energy | NEE | 15.4% | -14.7% | 0.7% | 17.2% | 0.36 | 3.3% | 3.7% | 489 | 485 | |
5 | International Business Machines | IBM | 13.2% | -16.4% | -3.2% | 16.1% | 0.76 | 2% | 14.2% | 66 | 27 | |
6 | Chevron | CVX | 15.7% | -25.5% | -9.8% | 13.8% | 1.16 | 3.2% | 7.5% | 405 | 109 | |
7 | Johnson & Johnson | JNJ | 7% | -17% | -10% | 10.7% | 0.56 | 3% | 14.1% | 200 | 405 | |
8 | Exxon Mobil | XOM | 11.7% | -25.4% | -13.7% | 5.1% | 0.85 | 2.9% | 7.5% | 353 | 190 | |
9 | Coca-Cola | KO | 6.2% | -20.7% | -14.5% | 11.9% | 0.3 | 2.9% | 7.7% | 205 | 288 | |
10 | Norfolk Southern | NSC | 15.8% | -33.1% | -17.3% | 10.3% | 1.21 | 2.7% | 6.3% | 406 | 238 | |
11 | Procter & Gamble | PG | 7.8% | -31.2% | -23.4% | 6.1% | 0.34 | 3% | 9.8% | 207 | 275 | |
12 | United Technologies | UTX | 16.4% | -45.8% | -29.4% | 18.7% | 1.18 | 2% | 8.7% | 87 | 137 | |
13 | 3M | MMM | 9.7% | -45.1% | -35.4% | 18% | 1.09 | 2.1% | 7.5% | 247 | 113 | |
14 | n = 12 | 12% | -20.9% | -8.9% | 12.6% | 0.7 | 2.5% | 11% | 270 | 227 | ||
15 | ||||||||||||
16 | BENCHMARKS | |||||||||||
17 | Gold | bullion | 13.7% | 17.2% | 30.9% | 8.4% | 0.5 | 0% | 0% | |||
18 | Vanguard Interm-Term Bond Index | VBIIX | 5.6% | 7.8% | 13.4% | 7.2% | ~0 | 2.9% | -3.5% | |||
19 | CH Robinson Worldwide | CHRW | 16.5% | -14.8% | 1.7% | 7.4% | 0.53 | 2.4% | 22.6% | 5 | 130 | |
20 | Southern | SO | 8.7% | -11% | -2.3% | 7.7% | 0.05 | 5% | 4.6% | 455 | 455 | |
21 | Union Pacific | UNP | 19% | -26.2% | -7.2% | 23.2% | 1.11 | 2% | 8.1% | 178 | 241 | |
22 | Vanguard Wellesley Incom | VWINX | 7.7% | -16% | -8.3% | 10.5% | 0.58 | 3% | -1.3% | |||
23 | Berkshire Hathaway | BRK-A | 8.7% | -27% | -18.3% | 6.6% | 0.25 | 0% | 0% | 131 | 431 | |
24 | Vanguard Balanced Index | VBINX | 8.3% | -28% | -19.7% | 11% | 0.94 | 1.9% | 2.2% | |||
25 | Microsoft | MSFT | 6.9% | -36.5% | -29.6% | 10.6% | 0.77 | 2.8% | 10.6% | 216 | 210 | |
26 | Artisan Mid-Cap | ARTMX | 14.3% | -43.9% | -29.6% | 21.5% | 1.14 | 0% | 2.6% | |||
27 | SPDR S&P MidCap 400 Index | MDY | 12.8% | -44.6% | -31.8% | 17.4% | 1.16 | 1.1% | 9.6% | |||
28 | Vanguard 500 Index | VFINX | 9.4% | -46.5% | -37.1% | 13.5% | 1 | 1.9% | 5.4% | |||
29 | Artisan International | ARTIX | 10.7% | -51.4% | -40.7% | 13.3% | 1.03 | 1% | 5.6% | |||
30 | Caterpillar | CAT | 18.5% | -63.4% | -44.9% | 15.4% | 1.87 | 2.8% | 6.7% | 29 | 23 | |
31 | Vanguard REIT Index | VGSIX | 11.7% | -63.5% | -51.8% | 11.5% | 1.28 | 3.7% | 4.3% | |||
32 | BLS inflation | cpi | 2.4% | 1.7% |