| 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 = 16-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 | 16-yr Div Growth | 5-yr Beta | P/E | EV/ EBITDA | 16-yr CAGR (Price Only) | Recent Variance | Loss @ -2 SD | S&P stock rating | S&P bond rating | 2015 Barron's rank | 2014 Barron's rank | Dividend Achiever | |
2 | Wal-Mart Stores | WMT | 5.0% | 20.4% | 25.4% | 9.7% | 2.7% | 15.3% | 0.76 | 15 | 7.7 | 3.3% | up 1 SD | 26% | A+/L | AA | 386 | 332 | yes | |
3 | NextEra Energy | NEE | 12.8% | -14.7% | -1.9% | 18.3% | 3.1% | 7.0% | 0.38 | 17 | 9.5 | 13.4% | on trend | 24% | A/L | A- | 179 | 297 | yes | |
4 | Union Pacific | UNP | 15.0% | -26.2% | -11.2% | 23.1% | 2.2% | 16.2% | 0.6 | 17 | 9.1 | 18.0% | up 1 SD | 31% | A+/M | A | 177 | 171 | ||
5 | Eversource Energy | ES | 9.6% | -21.8% | -12.2% | 15.7% | 3.6% | 9.4% | 0.42 | 18 | 11 | 11.1% | on trend | 29% | A-/L | A | 372 | 375 | yes | |
6 | AGL Resources | GAS | 11.0% | -28.6% | -17.6% | 9.1% | 4.3% | 4.1% | 0.18 | 15 | 7.9 | 10.8% | on trend | 22% | A/M | BBB+ | 167 | N.R. | yes | |
7 | Kimberly-Clark | KMB | 7.6% | -30.4% | -22.8% | 17.1% | 3.3% | 8.2% | 0.9 | 28 | 10 | 6.0% | up 2 SD | 30% | A/L | A | 228 | 224 | yes | |
8 | Sysco | SYY | 8.0% | -33.4% | -25.4% | 6.5% | 3.2% | 11.9% | 0.81 | 26 | 10 | 3.9% | up 1 SD | 28% | A-/L | A | 266 | 140 | yes | |
9 | DTE Energy | DTE | 9.6% | -38.5% | -28.9% | 16.3% | 3.7% | 1.8% | 0.26 | 16 | 8.9 | 9.4% | up 1 SD | 28% | A-/M | BBB+ | 329 | 391 | ||
10 | Illinois Tool Works | ITW | 7.9% | -45.0% | -37.1% | 17.7% | 2.1% | 12.4% | 0.94 | 13 | 11 | 8.3% | up 1 SD | 29% | A-/M | A+ | 192 | 325 | yes | |
11 | Target | TGT | 7.5% | -45.9% | -38.4% | 12.3% | 2.8% | 15.8% | 0.91 | NA | 8.8 | 5.7% | up 1 SD | 28% | A-/M | A | 304 | 446 | yes | |
12 | Average | n = 10 | 9.4% | -26.4% | -17.0% | 14.7% | 3.1% | 10.2% | 0.62 | 18 | 9 | 9.0% | up 1 SD | 28% | A/M | A | 260 | 320 | 80% | |
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14 | BENCHMARKS | |||||||||||||||||||
15 | Vanguard Interm-Term Bd Idx | VBIIX | 6.2% | 7.8% | 14.0% | 4.4% | 2.7% | -5.5% | ~0 | NA | NA | 6.0% | down 1 SD | 8% | ||||||
16 | Vanguard Wellesley Income | VWINX | 7.2% | -16.0% | -8.8% | 8.5% | 2.9% | -4.1% | 0.46 | 18 | NA | |||||||||
17 | Coca-Cola | KO | 4.5% | -20.6% | -16.1% | 11.0% | 3.3% | 9.3% | 1.02 | 25 | 15 | 7.3% | on trend | 30% | A/L | AA | 444 | 333 | yes | |
18 | Berkshire Hathaway | BRK-A | 7.6% | -27.0% | -19.4% | 12.3% | 0.0% | 0.0% | 0.25 | 17 | 9.3 | 7.3% | up 1 SD | 23% | B/M | AA | 248 | 123 | ||
19 | Vanguard Balanced Index | VBINX | 5.8% | -28.0% | -21.2% | 10.8% | 1.8% | -1.6% | 0.9 | 20 | NA | |||||||||
20 | SPDR Dow Jones Industrial Average ETF | DIA | 5.5% | -43.7% | -38.2% | 13.3% | 2.0% | 6.5% | 0.9 | 20 | NA | |||||||||
21 | Vanguard 500 Index | VFINX | 4.8% | -46.5% | -41.7% | 15.6% | 1.8% | 1.6% | 1 | 20 | NA | |||||||||
22 | Dow Jones Industrial Average (Price Only) | ^DJI | 3.2% | -46.0% | -42.8% | 10.6% | 2.3% | 0.0% | 0.9 | 20 | NA | 2.7% | up 2 SD | 26% | ||||||
23 | S&P 500 Index (Price Only) | ^GSPC | 2.9% | -48.4% | -45.5% | 13.3% | 2.1% | 0.0% | 1 | 20 | 11 | 2.0% | up 2 SD | 32% | ||||||
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25 | BLS Inflation | 2.3% | 2.0% |