Week 370 - Ways to win at stock-picking #1: Dollar-cost Average into 10 of the 30 DJIA Companies
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAE
1
Companies Ranked by Finance Value (Column E)TickerReward = Total Return/Yr since market peak on 7/19/2007Risk Aversion = Total Return/Yr during Commodities Bear Market (4/14-4/16)Finance Value = Col C + Col D5-Yr Total Return/YrDiv Yield5-Yr Div Growth5-Yr BetaP/EBMW Method 16-Yr CAGR (Px only)Recent Px TrendBMW Method Est. Loss @ -2SD2017 Barron's 500 Rank2016 Barron's 500 RankLT Debt: Total AssetsOperating Cash Flow RatioTBV:PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d avg)Shares BOTAmount InvestedNet Present Value @ 10-Yr Holding Period & 9% Discount RateMarket Cap ($B)Dividend AchieverDurable Competitive AdvantageYrs TBV downAnnual DRIP fees @ $100/moDRIP website
2
NikeNKE18.3%30.0%48.3%22.1%1.1%-1.0%0.587422.8%down 1SD27%482214%66%10%45%AA-A+/M (3)$71.3970$4,997.30$11,530.98$1283.9%2$28.40computershare.com
3
MicrosoftMSFT13.8%18.6%32.4%26.7%1.7%11.4%1.286712.3%up 2SD40%36834429%61%5%37%AAAA-/M (3)$98.1051$5,003.10$2,274.88$758yes4.2%3$31.22astfinancial.com
4
McDonald'sMCD14.1%17.2%31.3%12.7%2.5%5.6%0.692416.2%on trendline 25%23438087%192%-4%84%BBB+A/M (4)$162.2331$5,029.13$5,050.58$123yesnegative
5
TravelersTRV10.9%20.3%31.2%11.4%2.5%9.0%1.291611.8%down 1SD24%2211966%1370%54%23%AB+/M (4)$128.6739$5,018.13$2,149.40$33yes7.9%0
6
3MMMM10.1%13.3%23.4%15.1%2.8%16.5%1.082910.9%on trendline33%20118632%81%-12%58%AA-A+/L (4)$199.8225$4,995.50$2,000.72$116yesnegative
7
Coca-ColaKO7.9%13.4%21.3%4.9%3.6%6.9%0.5613110.4%down 1SD19%24425332%26%1%149%A+B+/L (5)$42.94116$4,981.04$1,549.60$187yesnegative$33.92computershare.com
8
Cisco SystemsCSCO5.3%14.0%19.3%15.1%3.1%14.2%1.22neg earnings7.5%up 2SD36%24921522%54%21%43%AA-B+/M (4)$43.96114$5,011.44$701.60$2018.1%
9
Johnson & JohnsonJNJ9.6%8.1%17.7%10.0%2.9%6.4%0.562689.0%on trendline25%20731420%69%-7%56%AAAA-/L (4)$123.4940$4,939.60$875.23$325yesnegative$12.00computershare.com
10
BoeingBA14.1%2.1%16.2%29.7%2.0%28.7%1.722217.6%up 2SD45%1754911%21%-7%28%AA+/M (4)$347.2114$4,860.94$6,827.17$194negative
11
J.P. Morgan ChaseJPM10.0%1.5%11.5%17.7%2.1%16.1%1.091510.7%up 2SD35%21114213%1%55%29%A+A-/L (4)$109.4646$5,035.16$1,729.34$35510.4%0$24.36computershare.com
12
Procter & GamblePG5.2%4.5%9.7%3.2%3.7%3.6%0.39216.1%down 1SD17%31227918%42%-9%70%AA-A/L (4)$74.4667$4,988.82-$95.71$196yesnegative$18.00shareowneronline.com
13
WalmartWMT8.0%-3.0%5.0%5.5%2.5%2.0%0.44296.7%up 1SD23%31732720%47%19%37%AAA-/L (4)$84.8759$5,007.33-$403.49$253yes5.3%1$13.20computershare.com
14
CaterpillarCAT7.5%-9.4%-1.9%13.9%2.5%8.5%1.53711.5%on trendline43%47745230%21%8%74%AB+/M (5)$149.6433$4,938.12$2,005.53$81yes5.6%4$12.50computershare.com
15
Exxon MobilXOM1.9%-4.5%-2.6%1.6%4.0%5.4%0.82175.6%down 1SD31%4844817%52%58%90%AA+B+/L (3)$80.5062$4,991.00-$134.37$350yes7.7%2$0.00computershare.com
16
International Business MachinesIBM4.3%-9.0%-4.7%-3.0%4.5%9.5%1.03235.8%down 1SD29%20618532%45%-17%40%A+A-/M (4)$143.6935$5,029.15$475.99$128yesnegative$13.20computershare.com
17
Averagen = 159.4%7.8%17.2%12.4%2.8%9.5%0.955511.0%on trendline30%26425525%143%12%58%AA-A-/L (4)$124.03$4,988.38$2,435.83$229yes6.6%2$18.68
18
=1.56% of $1200
19
BENCHMARKS
20
Berkshire HathawayBRK-B9.0%6.6%15.6%10.6%0.0%0.0%0.86129.3%up 1SD24%27418711%90%50%no dividendAAB+/L (3)$194.0926$5,046.34-$73.31$46112.6%2
21
SPDR S&P 500 ETFSPY7.5%6.6%14.1%13.2%1.8%8.1%1176.6%up 1SD30%$271.5618$4,888.08-$460.01$262
22
Vanguard High Div Yld ETFVYM6.8%6.0%12.8%10.4%2.9%1.9%0.9115
23
SPDR Dow Jones Ind Avg ETFDIA7.7%4.7%12.4%12.2%2.1%7.7%1.02166.4%up 1SD26%$246.1720$4,923.40-$449.45$21
24
SPDR S&P MidCap 400 ETFMDY8.5%2.8%11.3%12.1%1.2%13.4%0.98178.9%on trendline27%$354.1414$4,957.96$315.65$21
25
Averagen = 57.9%5.3%13.2%11.7%1.6%6.2%0.95157.8%up 1SD27%$266.49$4,953.95-$166.78$191
26
27
Consumer Price Indexcpi1.9%1.7%
28
29
Updated 7/1/2018
Loading...
 
 
 
Sheet1
 
 
Main menu