A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = 20-yr Total Return/Yr | Risk = Lehman Panic Total Return (10/07-4/09) | Finance Value = Col C + Col D | 5-yr Total Return/Yr | Div Yield | 20-yr Div Growth | 5-yr Beta | P/E | 2015 Barron's Rank | 2014 Barron's Rank | S&P Bond Rating | S&P Stock Rating | BMW Method 20-yr CAGR (price only) | Current Variance | Loss @ -2SD | |
2 | Southern | SO | 11.0% | -11.0% | 0.4% | 9.3% | 5.1% | 4.5% | 0.16 | 18 | 321 | 378 | A | A-/L | 12.3% | down 2SD | 26% | |
3 | Nike | NKE | 17.6% | -19.0% | -1.7% | 27.2% | 1.1% | 21.5% | 0.49 | 31 | 82 | 133 | AA- | A+/M | 13.2% | up 2SD | 39% | |
4 | NextEra Energy | NEE | 12.5% | -14.7% | -1.8% | 19.0% | 3.1% | 4.0% | 0.38 | 16 | 179 | 297 | A- | A/L | 11.5% | up 1SD | 25% | |
5 | Expeditors International | EXPD | 20.2% | -40.6% | -20.8% | 6.7% | 1.5% | 24.0% | 0.85 | 23 | 35 | 401 | no LT debt | A/L | 14.1% | down 1SD | 62% | |
6 | Norfolk Southern | NSC | 9.7% | -33.1% | -23.0% | 12.3% | 2.6% | 6.4% | 1.19 | 14 | 370 | 380 | BBB+ | A/M | 9.5% | on trend | 47% | |
7 | Average | n = 5 | 14.2% | -23.7% | -9.5% | 14.9% | 2.7% | 12.1% | 0.61 | 20 | 197 | 318 | A | A/L | 12.1% | on trend | 40% | |
8 | ||||||||||||||||||
9 | BENCHMARKS | |||||||||||||||||
10 | Vanguard Interm-Term Bond Index Fund | VBIIX | 6.1% | 7.8% | 13.9% | 4.5% | 2.7% | -3.2% | ~0 | NA | 6.3% | down 1SD | 8% | |||||
11 | Vanguard Wellesley Income Fund | VWINX | 8.1% | -16.0% | -7.9% | 8.8% | 2.9% | -0.9% | 0.47 | 18 | ||||||||
12 | Berkshire Hathaway | BRK-A | 11.5% | -27.0% | -15.5% | 11.6% | 0.0% | 0.0% | 0.25 | 17 | 248 | 123 | AA | B/M | 8.0% | up 1SD | 29% | |
13 | Vanguard Balanced Index Fund | VBINX | 8.0% | -28.0% | -20.0% | 11.3% | 1.8% | 2.4% | 0.9 | 21 | ||||||||
14 | Vanguard 500 Index Fund | VFINX | 8.9% | -46.5% | -37.6% | 16.5% | 1.8% | 5.2% | 1 | 21 | ||||||||
15 | Dow Jones Composite Average (incl div) | ^DCI | 9.9% | -41.1% | -31.2% | 15.0% | 2.4% | |||||||||||
16 | ||||||||||||||||||
17 | Dow Jones Composite Average (excl div) | ^DCI | 7.4% | -43.5% | -36.1% | 12.2% | ||||||||||||
18 | S&P 500 Index (excl div) | ^GSPC | 7.0% | -48.4% | -41.4% | 14.4% | 1 | 21 | 3.1% | up 1SD | 34% | |||||||
19 | ||||||||||||||||||
20 | BLS Inflation | cpi | 2.3% | 1.8% |