| A | B | C | D | E | F | G | H | I | J | K | L | M | N | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = Total Return since 3/24/00 | Risk = Lehman Panic Total Return (10/07-4/09) | Finance Value = Reward - Risk (Col C + Col D) | 10-yr Total Return/yr | 5-yr Total Return/yr | P/E | 5-yr Beta | Dividend Yield | Dividend Growth | Barron's 2013 rank | Barron's 2012 rank | S&P Credit Rating | |
2 | Wal-Mart Stores | WMT | 4.4% | 20.4% | 24.8% | 6% | 11.5% | 16 | 0.29 | 2.4% | 23.9% | 265 | 260 | AA | |
3 | McDonald's | MCD | 10.4% | 3.8% | 14.2% | 17.2% | 15.3% | 18 | 0.28 | 3.3% | 21% | 315 | 194 | A | |
4 | Southern | SO | 13.8% | -11% | 2.8% | 8.2% | 8% | 22 | 0.02 | 4.9% | 4.5% | 455 | 455 | A | |
5 | Abbott Laboratories | ABT | 10.4% | -10.2% | 0.2% | 10.3% | 13.1% | 20 | 0.66 | 2.3% | 10.3% | 199 | 30 | A+ | |
6 | Johnson & Johnson | JNJ | 10% | -17% | -7% | 9.8% | 15.2% | 21 | 0.52 | 2.8% | 14% | 200 | 405 | AAA | |
7 | Coca-Cola | KO | 6.6% | -20.7% | -14.1% | 8.5% | 16.1% | 21 | 0.26 | 2.8% | 7.6% | 205 | 288 | AA- | |
8 | PepsiCo | PEP | 9.5% | -27.6% | -18.1% | 8.3% | 12.9% | 20 | 0.32 | 2.7% | 11.4% | 274 | 211 | A | |
9 | Borderline S&P 100 Hedge Stocks | ||||||||||||||
10 | General Mills | GIS | 11.2% | -10.7% | 0.5% | 11.3% | 14% | 19 | 0.22 | 3% | 8.5% | 151 | 177 | BBB+ | |
11 | NextEra Energy | NEE | 14.5% | -14.7% | -0.2% | 14.2% | 17.6% | 18 | 0.43 | 3% | 6.9% | 489 | 485 | A- | |
12 | Procter & Gamble | PG | 11.1% | -31.2% | -20.1% | 8.5% | 10.3% | 21 | 0.38 | 2.8% | 9.8% | 207 | 275 | AA- | |
13 | Average | n = 10 | 10.2% | -11.9% | -1.9% | 10.2% | 13.4% | 20 | 0.34 | 3% | 11.8% | 256 | 278 | ||
14 | |||||||||||||||
15 | BENCHMARKS | ||||||||||||||
16 | Gold | bullion | 11.4% | 23.4% | 34.8% | 12% | 9.3% | NA | 0.5 | 0% | 0% | ||||
17 | iShares 20+ year Treasury Bond | TLT | 6.4% | 26.4% | 32.8% | 6.3% | 2.5% | 34 | ~0 | 2.9% | -2.3% | ||||
18 | Vanguard Interm-Term Bond Index | VBIIX | 6.6% | 7.8% | 14.4% | 5.5% | 7% | 36 | ~0 | 2.8% | -3.5% | ||||
19 | Vanguard Wellesley Income | VWINX | 7.9% | -16% | -8.1% | 7.4% | 12.5% | 14 | 0.57 | 2.9% | -1.6% | ||||
20 | Berkshire Hathaway | BRK-A | 8.8% | -27% | -18.2% | 7.6% | 12.3% | 15 | 0.25 | 0% | 0% | 131 | 431 | ||
21 | Vanguard Balanced Index | VBINX | 4.8% | -28% | -23.2% | 7% | 14.7% | 20 | 0.94 | 1.9% | 2.2% | ||||
22 | SPDR S&P Midcap 400 | MDY | 8.3% | -44.6% | -36.3% | 9.6% | 24.5% | 20 | 1.12 | 1.2% | 8.8% | ||||
23 | SPDR Dow Jones Industrial Ave | DIA | 5% | -43.7% | -38.7% | 7.5% | 17.5% | 15 | 1 | 2.2% | -0.8% | ||||
24 | Vanguard 500 Index | VFINX | 3.1% | -46.5% | -43.4% | 7.5% | 19.7% | 20 | 1 | 1.8% | 5.6% | ||||
25 | SPDR S&P 500 | SPY | 3.1% | -46.6% | -43.5% | 7.5% | 19.7% | 20 | 1 | 1.8% | 4.5% | ||||
26 | iShares S&P 100 Index | OEF | 1.7% | -47.1% | -45.4% | 5.5% | 17.7% | 15 | 0.94 | 2.1% | 4.8% | ||||
27 | Vanguard REIT Index | VGSIX | 11.5% | -63.5% | -52% | 8.6% | 25.7% | 37 | 1.27 | 3.6% | 4.1% | ||||
28 | BLS inflation | cpi | 2.4% | 2.4% | 1.6% |