Week 86 - Low -risk Dividend Achievers vs. a Balanced Index Fund
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Companies ranked by Finance Value (Col E)TickerAnn 10-yr TR (2/93-2/13)Lehman Panic TR (10/07-4/09)Reward minus Risk (Col C + Col D)Div YieldHistoric Rate of Div GrowthDDG (Col G + Col H)Ann 20-yr TR (2/93-2/12)5-yr BetaMarket Cap (Billions)S&P Ratings (stock; bond)
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Ross StoresROST22.2%41.5%63.7%0.9%22.5%23.4%22.9%0.59$14A+/M; BBB+
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Family Dollar StoresFDO8%30.3%38.3%1.5%12.2%13.7%14.1%0.47$6.6A+/M; BBB-
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Church & DwightCHD20.6%12.5%33.1%1.9%15%16.9%15.7%0.37$8.4A+/L; BBB
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McDonald'sMCD23.9%5.1%29%3.3%21.5%24.8%12.2%0.34$95A/M; A
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Wal-Mart StoresWMT5%22.1%27.1%2.2%23.9%26.1%9.1%0.39$240A+/L; AA
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South Jersey IndustriesSJI16.8%4.4%21.2%3.3%4.2%7.5%15.6%0.62$1.7A-/M; BBB+
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TJXTJX19.2%-10.3%8.9%1%13.6%14.6%20%0.53$33A+/M; A
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Altria GroupMO23.9%-17.1%6.8%5.3%12.8%18.1%16%0.41$67A-/M; BBB
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Hormel FoodsHRL15.1%-8.4%6.7%2%10.7%12.7%12.6%0.4$9.2A+/M; A
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UGIUGI12.5%-6.3%6.2%3%4.8%7.8%12.6%0.64$4.1A-/M; NA
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Sherwin-WilliamsSHW22.3%-18.1%4.2%1%10.1%11.1%15%0.58$17A/M; A
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Aqua AmericaWTR10.8%-11.1%-0.3%2.5%5.6%8.1%17%0.33$4A/L; NA
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NextEra EnergyNEE13.2%-13.9%-0.7%3.4%3.4%6.8%11.3%0.39$30A/L; A-
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SouthernSO9.4%-10.4%-1%4.5%2.9%7.4%14.4%0.11$38A-/L; A
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ChubbCB17%-18%-1%2.1%8.1%10.2%9.9%0.45$21A/M; A+
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Abbott LaboratoriesABT10.5%-12.1%-1.6%1.6%10.3%11.9%12%0.47$54A/M; A+
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McCormickMKC12.7%-14.3%-1.6%2%11.7%13.7%11%0.45$8.8A+/L; A-
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CloroxCLX8.7%-11.2%-2.5%3.3%12.6%15.9%12.5%0.37$10A/L; BBB+
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Int'l Business MachinesIBM11.5%-15.8%-4.3%1.7%14.1%15.8%16.2%0.62$230A+/M; AA-
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Colgate-PalmoliveCL9.6%-15%-5.4%2.3%9%11.3%13%0.33$51A+/L; AA-
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Coca-ColaKO9.6%-19%-9.4%2.6%7.6%10.2%8.8%0.36$170A+/L; AA-
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Johnson & JohnsonJNJ5.5%-16.3%-10.8%3.3%14.2%17.5%12.7%0.45$210A+/L; AAA
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EcolabECL13%-25.8%-12.8%1.3%10.5%11.8%16.9%0.55$22A+/H; BBB+
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Kimberly-ClarkKMB11%-28.5%-17.5%3.3%8.7%12%10.4%0.05$36A/L; A
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PepsiCoPEP8.7%-26.6%-17.9%3%11.5%14.5%8.8%0.37$110A+/L; A
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Procter & GamblePG8.2%-29.6%-21.4%3%9.8%12.8%11.9%0.3$210A+/L; AA-
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Averagen = 2613.4%-8.2%5.2%2.5%10.3%12.8%13.6%0.42$65A/M; A
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BENCHMARKS
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Vanguard Wellesley Income (40% stocks)VWINX7.5%-15.4%-7.9%3.1%2.6%5.7%8.3%0.58$32
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Vanguard Balanced Index (60% stocks)VBINX7.6%-27.3%-19.7%2%3.8%5.8%NA0.94$17
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Vanguard 500 IndexVFINX8%-45.6%-37.6%1.9%6.5%8.4%8.2%1$120
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