| A | B | C | D | E | F | G | H | I | J | K | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by Finance Value (Col E) | Ticker | Reward = Ann 10-yr Tot Return (2/03-2/13) | Risk = Lehman Panic Tot Return (10/07-4/09) | Fin Value = Col C + Col D) | Div Rate | Historical Div Growth Rate | Expected 20-yr Tot Return (Col F + Col G) | Actual 20-yr Total Return | 5-yr Beta | Hedge Stock or Fund | |
2 | HIGHER FINANCE VALUE | |||||||||||
3 | McDonald's | MCD | 25.1% | 5.1% | 30.2% | 3.3% | 21.5% | 24.8% | 12.5% | 0.34 | YES | |
4 | Wal-Mart Stores | WMT | 5.6% | 22.1% | 27.7% | 2.3% | 23.9% | 26.2% | 8.9% | 0.39 | YES | |
5 | Hormel Foods | HRL | 15.1% | -8.4% | 6.7% | 1.8% | 10.7% | 12.5% | 12.6% | 0.45 | YES | |
6 | Archer Daniels Midland | ADM | 13.5% | -12.4% | 1.1% | 2.4% | 11.5% | 13.9% | 7.6% | 0.75 | ||
7 | Consolidated Edison | ED | 9.5% | -8.9% | 0.6% | 4.2% | 4% | 8.2% | 8.4% | 0.09 | ||
8 | McCormick | MKC | 13.8% | -14.3% | -0.5% | 2.1% | 11.7% | 13.8% | 11% | 0.42 | YES | |
9 | Clorox | CLX | 10% | -11.2% | -1.2% | 3.1% | 12.6% | 15.7% | 13.2% | 0.39 | ||
10 | Chubb | CB | 16.4% | -18% | -1.6% | 1.9% | 8.1% | 10% | 10.2% | 0.49 | YES | |
11 | Colgate-Palmolive | CL | 10.8% | -15% | -4.2% | 2.2% | 9% | 11.2% | 13.6% | 0.32 | ||
12 | Becton, Dickinson | BDX | 11.9% | -17.4% | -5.5% | 2.3% | 11.9% | 14.2% | 14.3% | 0.78 | ||
13 | VF | VFC | 20.1% | -26.5% | -6.4% | 2.2% | 9.4% | 11.6% | 13.6% | 0.91 | ||
14 | Chevron | CVX | 17.5% | -24.3% | -6.8% | 3.1% | 7.3% | 10.4% | 13.1% | 1.17 | ||
15 | Vanguard Wellesley Income | VWINX | 7.7% | -15.5% | -7.8% | 3.1% | 2.6% | 5.7% | 8.5% | 0.58 | YES | |
16 | Nucor | NUE | 19.3% | -28.1% | -8.8% | 3.3% | 17.4% | 20.7% | 9.5% | 1.28 | ||
17 | Coca-Cola | KO | 9.6% | -19% | -9.4% | 2.9% | 7.6% | 10.5% | 8.8% | 0.36 | YES | |
18 | Johnson & Johnson | JNJ | 6.7% | -16.3% | -9.6% | 3.2% | 14.2% | 17.4% | 12.8% | 0.45 | YES | |
19 | Automatic Data Processing | ADP | 10.1% | -21.6% | -11.5% | 2.9% | 14.2% | 17.1% | 10.2% | 0.83 | ||
20 | Exxon Mobil | XOM | 12.6% | -24.2% | -11.6% | 2.6% | 7.3% | 9.9% | 12% | 0.85 | ||
21 | Bemis | BMS | 9% | -24.1% | -15.1% | 2.8% | 10.8% | 13.6% | 9.2% | 0.54 | YES | |
22 | Leggett & Platt | LEG | 8.9% | -25.3% | -16.4% | 3.9% | 11.9% | 15.8% | 9.2% | 1.12 | ||
23 | PepsiCo | PEP | 9.5% | -26.6% | -17.1% | 2.8% | 11.5% | 14.3% | 9.4% | 0.37 | YES | |
24 | Kimberly-Clark | KMB | 11.4% | -28.5% | -17.1% | 3.1% | 8.7% | 11.8% | 10.6% | 0.05 | YES | |
25 | Vanguard Balanced Index | VBINX | 7.7% | -27.3% | -19.6% | 2% | 3.8% | 5.8% | 7.1% | 0.94 | ||
26 | Procter & Gamble | PG | 9.1% | -29.6% | -20.5% | 2.9% | 9.8% | 12.7% | 11.8% | 0.3 | YES | |
27 | ||||||||||||
28 | LOWER FINANCE VALUE | |||||||||||
29 | Vanguard Dividend Growth | VDIGX | 10.2% | -32.9% | -22.7% | 2.1% | 2.1% | 4.2% | 6.7% | 0.78 | ||
30 | AT&T | T | 11% | -34.1% | -23.1% | 5% | 4.9% | 9.9% | 7.7% | 0.38 | ||
31 | Genuine Parts | GPC | 13.1% | -36.2% | -23.1% | 2.8% | 7% | 9.8% | 10.7% | 0.68 | ||
32 | T Rowe Price | TROW | 21.1% | -48% | -26.9% | 1.9% | 20.6% | 22.5% | 20.2% | 1.41 | ||
33 | Walgreen | WAG | 5.4% | -32.7% | -27.3% | 2.6% | 14.3% | 16.9% | 12.6% | 1.26 | ||
34 | HCP | HCP | 17.4% | -44.7% | -27.3% | 4.3% | 4.9% | 9.2% | 14.2% | 0.66 | ||
35 | Air Products & Chemicals | APD | 11% | -39.6% | -28.6% | 3% | 10.8% | 13.8% | 9.4% | 1.09 | ||
36 | Sysco | SYY | 4.3% | -33.2% | -28.9% | 3.4% | 17.7% | 21.1% | 11% | 0.72 | ||
37 | Stanley Black & Decker | SWK | 15% | -44.2% | -29.2% | 2.5% | 6.6% | 9.1% | 11% | 1.77 | ||
38 | Emerson Electric | EMR | 12.3% | -42.8% | -30.5% | 2.9% | 7.7% | 10.6% | 10.9% | 1.36 | ||
39 | Dover | DOV | 13.3% | -45.9% | -32.6% | 1.9% | 9.8% | 11.7% | 11.4% | 1.52 | ||
40 | Cincinnati Financial | CINF | 7.8% | -42.3% | -34.5% | 3.6% | 8.9% | 12.5% | 8.7% | 0.73 | ||
41 | Illinois Tool Works | ITW | 10% | -44.5% | -34.5% | 2.5% | 14.7% | 17.2% | 12.3% | 1.26 | ||
42 | Target | TGT | 9.8% | -46% | -36.2% | 2.3% | 12% | 14.3% | 13.6% | 0.54 | ||
43 | 3M | MMM | 7.7% | -44.1% | -36.4% | 2.5% | 7.6% | 10.1% | 10% | 1.06 | ||
44 | Vanguard 500 Index | VFINX | 8.2% | -45.6% | -37.4% | 1.8% | 6.5% | 8.3% | 8.4% | 1 | ||
45 | Cardinal Health | CAH | 3.4% | -48.8% | -45.4% | 2.4% | 21.5% | 23.9% | 14.1% | 0.54 | ||
46 | Medtronic | MDT | 1.5% | -47.5% | -46% | 2.3% | 16.7% | 19% | 13.1% | 1 | ||
47 | McGraw-Hill | MHP | 7.3% | -53.8% | -46.7% | 2.4% | 6.7% | 9.1% | 12.1% | 1.04 | ||
48 | Aflac | AFL | 6.9% | -66.7% | -59.8% | 2.8% | 16.1% | 18.9% | 14.6% | 1.66 |