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Companies Ranked by Finance Value (Col E)TickerReward = 20-yr Total Return/YrRisk = Lehman Panic Total Return (10/07-4/09)Finance Value = Col C + Col D5-yr Total Return/YrDiv Yield20-yr Div Growth5-yr BetaP/E2015 Barron's Rank2014 Barron's RankS&P Bond RatingS&P Stock RatingBMW Method 20-yr CAGR (price only)Current VarianceLoss @ -2SD
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SouthernSO11.0%-11.0%0.4%9.3%5.1%4.5%0.1618321378AA-/L12.3%down 2SD26%
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NikeNKE17.6%-19.0%-1.7%27.2%1.1%21.5%0.493182133AA-A+/M13.2%up 2SD39%
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NextEra EnergyNEE12.5%-14.7%-1.8%19.0%3.1%4.0%0.3816179297A-A/L11.5%up 1SD25%
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Expeditors InternationalEXPD20.2%-40.6%-20.8%6.7%1.5%24.0%0.852335401no LT debtA/L14.1%down 1SD62%
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Norfolk SouthernNSC9.7%-33.1%-23.0%12.3%2.6%6.4%1.1914370380BBB+A/M9.5%on trend47%
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Averagen = 514.2%-23.7%-9.5%14.9%2.7%12.1%0.6120197318AA/L12.1%on trend40%
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BENCHMARKS
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Vanguard Interm-Term Bond Index FundVBIIX6.1%7.8%13.9%4.5%2.7%-3.2%~0NA6.3%down 1SD8%
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Vanguard Wellesley Income FundVWINX8.1%-16.0%-7.9%8.8%2.9%-0.9%0.4718
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Berkshire HathawayBRK-A11.5%-27.0%-15.5%11.6%0.0%0.0%0.2517248123AAB/M8.0%up 1SD29%
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Vanguard Balanced Index FundVBINX8.0%-28.0%-20.0%11.3%1.8%2.4%0.921
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Vanguard 500 Index FundVFINX8.9%-46.5%-37.6%16.5%1.8%5.2%121
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Dow Jones Composite Average (incl div)^DCI9.9%-41.1%-31.2%15.0%2.4%
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Dow Jones Composite Average (excl div)^DCI7.4%-43.5%-36.1%12.2%
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S&P 500 Index (excl div)^GSPC7.0%-48.4%-41.4%14.4%1213.1%up 1SD34%
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BLS Inflationcpi2.3%1.8%