Week 294 - Don't leave money on the table: Invest online
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Companies Ranked By Finance Value (Col E)TickerReward = Total Return/Yr since S&P 500 peak of 9/1/00Risk = Total Return/Yr during Housing Crisis of 4/07 to 10/11Finance Value = Col C + Col D5-Yr Total Return/YrDiv Yield3-Yr Div Growth5-Yr BetaP/E16-Yr CAGR (Px only)Recent Px TrendEst Loss @ - 2SD2016 Barron's 500 Rank2015 Barron's 500 RankPx (50d avg)Shares BOTAmountPV of Expected Cash FlowsNPVWACCROICexpenses @ $100/mo
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Union PacificUNP17.9%13.0%30.9%17.0%2.2%15.3%1.042217.5%on trendline30%367177$105.9947$4,981.53$11,476.47$6,367.218.3%13.6%$0.00
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NikeNKE17.0%12.9%29.9%18.2%1.3%14.6%0.432517.4%on trendline25%2282$53.0294$4,983.88$10,893.55$5,781.886.3%40.5%$26.00
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Costco WholesaleCOST11.9%11.1%22.8%19.6%1.0%9.0%0.873213.9%up 1SD29%134258$163.9930$4,919.70$7,890.08$2,844.237.1%13.9%$26.00
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International Business MachinesIBM3.6%16.5%20.1%1.3%3.1%13.8%0.88157.7%on trendline31%185344$171.2829$4,967.12$5,899.20$804.727.3%27.5%$13.00
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NextEra EnergyNEE13.7%0.2%13.9%19.8%2.8%9.7%0.242014.3%on trendline24%304179$120.5941$4,944.19$8,959.43$3,888.473.8%5.8%$0.00
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Johnson & JohnsonJNJ8.6%4.6%13.2%16.3%2.7%6.6%0.64208.7%up 1SD24%314189$114.7644$5,049.44$5,852.95$674.047.3%28.9%$12.00
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Vanguard Interm-Term Treasury VFITX5.1%7.9%13.0%1.4%1.6%-4.9%0NA
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Vanguard Interm-Term Treasury VFITX5.1%7.9%13.0%1.4%1.6%-4.9%0NA
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Vanguard Interm-Term Treasury VFITX5.1%7.9%13.0%1.4%1.6%-4.9%0NA
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Vanguard Interm-Term Treasury VFITX5.1%7.9%13.0%1.4%1.6%-4.9%0NA
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AT&TT4.8%-1.8%3.0%12.1%4.8%2.1%0.39209.1%up 1SD33%368460$41.55120$4,986.00$6,825.76$1,711.914.3%7.4%$33.00
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JP Morgan ChaseJPM6.0%-8.1%-2.3%21.9%2.1%8.1%1.15159.3%up 2SD32%142414$86.2058$4,999.60$5,898.87$771.085.9%11.7%$25.00
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Averagen = 128.7%6.7%15.3%11.0%2.2%5.0%0.472112.2%on trendline29%230263$107.17$4,978.93$7,962.04$2,855.446.3%18.7%$16.88
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BENCHMARKS
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iShares 7-10 Yr Treasury ETFIEF5.0%9.3%14.3%2.0%1.8%-3.2%0NA
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Vanguard Wellesley IncomeVWINX7.3%4.9%12.2%7.1%2.9%-10.9%0.5520
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Berkshire HathawayBRK-B9.1%-0.3%8.8%16.2%0.0%0.0%0.79188.8%up 1SD23%187248$163.9131$5,081.21$4,841.39-$345.947.5%8.3%
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SPDR S&P MidCap 400 ETFMDY8.3%-0.7%7.6%13.5%1.3%18.0%1.02218.5%up 1SD27%$306.9916$4,911.84$5,212.26$202.37NANA
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Vanguard Balanced Index FundVBINX5.3%1.5%6.8%9.0%1.9%9.4%0.926
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Vanguard 500 Index FundVFINX4.5%-3.0%1.5%13.8%1.9%13.0%1265.5%up 1SD30%$210.6624$5,055.84$4,568.88-$456.24NANA
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Averagen = 66.6%2.0%8.5%10.3%1.6%4.4%0.71227.6%up 1SD27%$227.19$5,016.30$4,874.18-$199.947.5%8.3%
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Standard Retirement Plan (50% each)
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Vanguard Interm-Term Treasury VFITX5.1%7.9%13.0%1.4%1.6%-4.9%0NA
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Vanguard Total Stock MarketVTSMX5.0%-2.6%2.4%13.6%1.8%12.5%1.0219
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Averagen = 25.1%2.7%7.7%7.5%1.7%3.8%0.5119
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Standard Indices (Px only)
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S&P MidCap 400^MID7.2%-1.9%5.3%12.1%8.5%up 1SD27%
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S&P 500^GSPC2.6%-5.0%-2.4%11.6%5.5%up 1SD30%
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n = 24.9%-3.5%1.5%11.9%7.0%up 1SD29%
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Consumer Price Indexcpi1.9%1.0%
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Updated 2/18/2017
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