| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = Total Return/yr Since 9/28/1992 | Risk = Total Return @ Correction of 4/2011 - 10/2011 | Finance Value = Col C + Col D | 5-yr Total Return/yr | Div Yield | 16-yr Div Growth Rate | 5-yr Beta | P/E | EV/ EBITDA | Est. 5-yr Earnings Growth | 2015 Barron's Rank | 2014 Barron's Rank | 25-yr BMW Method Price Appreciation | Recent Price Trend | % Loss @ 2SD Below Price Trendline | S&P Bond Rating | S&P Stock Rating | |
2 | VF | VFC | 13.5% | 24.4% | 37.9% | 24.6% | 2.2% | 13.0% | 0.96 | 23 | 14 | 10.5% | 95 | 13 | 12.3% | up 1SD | 44% | A | A/M | |
3 | McDonald's | MCD | 12.7% | 17.2% | 29.9% | 12.5% | 3.0% | 19.9% | 0.56 | 24 | 14 | 9.5% | 425 | 253 | 11.9% | on trendline | 41% | BBB+ | A/M | |
4 | Colgate-Palmolive | CL | 12.3% | 11.7% | 24.0% | 14.6% | 2.3% | 10.3% | 0.8 | 45 | 15 | 5.5% | 330 | 139 | 12.6% | on trendline | 39% | AA- | A+/L | |
5 | Kimberly-Clark | KMB | 10.5% | 10.9% | 21.4% | 20.6% | 2.8% | 8.2% | 0.76 | 48 | 13 | 7.2% | 228 | 224 | 9.1% | up 1SD | 31% | A | A/L | |
6 | Johnson & Johnson | JNJ | 12.3% | 9.0% | 21.3% | 15.6% | 2.8% | 11.1% | 0.89 | 19 | 12 | 5.3% | 189 | 127 | 10.2% | on trendline | 43% | AAA | A+/L | |
7 | WW Grainger | GWW | 11.4% | 7.1% | 18.5% | 12.2% | 2.1% | 13.2% | 0.63 | 19 | 10 | 3.9% | 132 | 41 | 10.7% | up 1SD | 38% | AA- | A+/M | |
8 | Abbott Laboratories | ABT | 11.0% | 5.5% | 16.5% | 13.8% | 2.6% | 7.4% | 1.5 | 13 | 14 | 9.5% | 449 | 416 | 11.0% | down 1SD | 34% | A+ | A-/M | |
9 | Procter & Gamble | PG | 11.1% | 3.5% | 14.6% | 9.7% | 3.3% | 9.3% | 0.66 | 28 | 13 | 5.9% | 348 | 261 | 9.6% | down 1SD | 38% | AA- | A/L | |
10 | Target | TGT | 13.7% | -1.5% | 12.2% | 12.5% | 2.8% | 16.3% | 0.58 | 15 | 8.1 | 11.2% | 304 | 446 | 12.8% | on trendline | 55% | A | A-/M | |
11 | Coca-Cola | KO | 8.7% | 1.9% | 10.6% | 9.4% | 3.2% | 9.3% | 0.77 | 26 | 18 | 2.2% | 444 | 333 | 7.9% | on trendline | 44% | AA | A/L | |
12 | Clorox | CLX | 14.0% | -4.9% | 9.1% | 16.7% | 2.5% | 8.8% | 0.39 | 24 | 15 | 7.0% | 190 | 79 | 11.2% | up 1SD | 41% | BBB+ | A/M | |
13 | Wal-Mart Stores | WMT | 8.1% | 0.9% | 9.0% | 7.9% | 3.0% | 15.3% | 0.19 | 15 | 7.6 | 0.2% | 386 | 332 | 9.5% | down 1SD | 48% | AA | A+/L | |
14 | PepsiCo | PEP | 10.0% | -3.6% | 6.4% | 12.8% | 2.8% | 10.9% | 0.7 | 27 | 14 | 6.5% | 175 | 320 | 9.2% | on trendline | 28% | A | A/L | |
15 | Sysco | SYY | 11.2% | -6.3% | 4.9% | 14.1% | 2.8% | 12.1% | 0.46 | 35 | 12 | 8.5% | 266 | 140 | 10.8% | on trendline | 49% | A- | B+/L | |
16 | Automatic Data Processing | ADP | 11.9% | -7.5% | 4.4% | 17.5% | 2.4% | 13.5% | 0.84 | 27 | 17 | 10.4% | 94 | 89 | 10.8% | on trendline | 44% | AA | A/M | |
17 | Chevron | CVX | 10.6% | -13.2% | -2.6% | 0.5% | 5.0% | 7.7% | 1.17 | 36 | 11 | -23.9% | 495 | 487 | 12.4% | down 2SD | 29% | AA | A-/M | |
18 | Exxon Mobil | XOM | 10.2% | -13.2% | -3.0% | 2.3% | 3.6% | 7.8% | 0.92 | 21 | 12 | 12.4% | 494 | 486 | 11.8% | down 2SD | 34% | AAA | A/L | |
19 | Air Products and Chemicals | APD | 10.4% | -14.5% | -4.1% | 11.0% | 2.4% | 9.9% | 1.3 | 22 | 12 | 11.4% | 421 | 384 | 10.5% | on trendline | 26% | A | A-/M | |
20 | Average | n = 18 | 11.3% | 1.5% | 12.8% | 12.7% | 2.9% | 11.3% | 0.78 | 26 | 13 | 5.7% | 304 | 254 | 10.8% | on trendline | 39% | A+ | A/M | |
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22 | BENCHMARKS | |||||||||||||||||||
23 | Vanguard Wellesley Income Fund | VWINX | 8.2% | 0.3% | 8.5% | 7.4% | 3.0% | -3.7% | 0.5 | 17 | NA | NA | ||||||||
24 | Vanguard Balanced Index Fund | VBINX | 7.9% | -7.2% | 0.7% | 7.9% | 2.0% | -2.4% | 0.92 | 22 | 11 | 5.3% | ||||||||
25 | Berkshire Hathaway | BRK-A | 14.1% | -14.8% | -0.7% | 10.3% | 0.0% | 0.0% | 0 | 15 | 8 | 8.8% | 248 | 123 | 10.3% | on trendline | 49% | AA | B/M | |
26 | Vanguard 500 Index Fund | VFINX | 9.0% | -14.3% | -5.3% | 11.0% | 2.1% | 3.1% | 1 | 22 | 11 | 5.3% | ||||||||
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28 | Standard Indices (price only) | |||||||||||||||||||
29 | S&P 500 Index | ^GSPC | 6.9% | -15.1% | -8.2% | 8.8% | 0.0% | 0.0% | 1 | 22 | 11 | 5.3% | 6.1% | on trendline | 39% | |||||
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31 | BLS Inflation (dqydj.net) | cpi | 2.2% | 1.1% | ||||||||||||||||
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33 | Updated 3/5/2016 |