Week 72 - So you want a small portfolio of only 6 stocks?
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Companies listed by Finance Value (Col E)TickerReward = 10yr Total Return (11/02 - 11/12)Risk = Total Return from 10/07 to 4/09)Finance Value (Reward - Risk) = Col C + Col D5yr Growth in Total Return (11/07 -11/12)Div Yield5-yr Div GrowthDDG (Col G + Col H)DCA (Tangible Book Value Growth Past 9yr)BBA (Projected 10-yr Growth in Total Return)5-yr BetaROICLong-Term Debt/ Total CapYears of Div GrowthS&P Stock RatingS&P Bond Rating
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Wal*MartWMT5%22.1%27.1%13.8%2.2%14%16.2%9.1%7.8%0.4214%38%10+A+/LAA
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NextEra EnergyNEE13%-13.9%-0.9%4.8%3.4%7.7%11.1%8%7%0.45.6%55%10+A/LA-
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Exxon MobilXOM12.7%-24.2%-11.5%2.9%2.5%8.1%10.6%11.5%10%0.8325%5.4%10+A+/LAAA
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Johnson & JohnsonJNJ4.7%-16.3%-11.6%5.3%3.4%8%11.4%7.1%5.8%0.4914%17%10+A+/LAAA
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Automatic Data ProcessingADP6.3%-21.6%-15.3%7%2.7%31.4%34.1%1.2%8.7%0.8523%0.3%10+A/MAAA
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MicrosoftMSFT3.5%-33.3%-29.8%-3%3.1%14.5%17.6%1.2%14%1.1223%14%10+A-/MAAA
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AVERAGEn = 67.5%-14.5%-7%5.1%2.9%14%16.9%6.4%8.9%0.6917%22%10+A/LAA+
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T Rowe Price New IncomePRCIX5.9%5.2%11.1%6.8%3.1%-6.7%-3.6%NANA-0.06NANA0NANA
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Vanguard Wellesley IncomeVWINX7.4%-15.4%-8%6.9%3.2%-3%0.2NANA0.58NANA0NANA
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Vanguard 500 Index AdmiralVFIAX6.7%-45.6%-38.9%0.9%2%0.9%2.9%NANA1NANA3NANA
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