Category Archives: Fabulous Fifty

Favorite Fifty: 1961 OTC

Below is the performance of the Vicker’s Favorite Fifty OTC stocks as published on October 30, 1961 by Barron’s covering data from  September 1, 1961 to September 4, 1962:

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In the period from September 1, 1961 to September 4, 1962, the Dow Jones Industrial Average declined –16.46% compared to the overall change of Favorite Fifty OTC stocks at –43.75%.  It is very important to contrast the Favorite Fifty OTC stocks to the Favorite Fifty NYSE stocks.  The OTC stocks  are small cap companies and favor growth over income which is found in the NYSE list.

The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.

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The “best” performance was achieved by no group listed here.  With the Dow Jones Industrial Average declining by -16.46%, no single subset of stocks managed to perform better.

Note:

  • Rank is determined by the largest number of holdings by closed-end funds and open-end investment companies for listed Over-The-Counter stocks.  Rank number 1 means the stock is held by the most investment companies on a dollar value basis.
  • Armon, Glenn. “Over-The-Counter Favorites.” Barron's. October 30, 1961. page 9.
  • Aigeltinger & Co.
  • Vickers, Sydney. Guide to Investment Company Portfolios. Vickers & Associates. 1960.

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Nifty Fifty: 1961

Below is the performance of the Nifty Fifty as published on June 6, 1960 by Barron’s covering data from  September 1, 1961 to September 4, 1962:

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In the period from September 1, 1961 to September 4, 1962, the Dow Jones Industrial Average declined –16.46% compared to the overall change of –22.04% in the Nifty Fifty.  The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.

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The best gain was achieved by the top three stocks in the Low P/E category with an increase of +10.79%.

Note:

  • This list is carried over from the 1960 listing of the Favorite Fifty stocks as published in Barron’s.
  • Rank is determined by 58 closed-end funds and over 100 open-end investment companies and their holdings.  Rank number 1 means the stock is held by the most investment companies on a dollar value basis.
  • “The Favorite Fifty: The First Quarter Saw a Good Many Changes in the Line-Up.” Barron's. June 6, 1960. page 9.
  • Aigeltinger & Co.
  • Vickers, Sydney. Guide to Investment Company Portfolios. Vickers & Associates. 1960.

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Nifty Fifty: 1960

Below is the performance of the Nifty Fifty as published on June 6, 1960 by Barron’s covering data from  March 28, 1960 to March 20, 1961:

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In the period from March 28, 1960 to March 20, 1961, the Dow Jones Industrial Average increased +9.18% compared to the overall change of +9.53% in the Nifty Fifty.  The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.

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The best gain was achieved by the top three stocks in the High P/E category with an increase of +13.00%.

Note:

  • Rank is determined by 58 closed-end funds and over 100 open-end investment companies and their holdings.  Rank number 1 means the stock is held by the most investment companies on a dollar value basis.
  • “The Favorite Fifty: The First Quarter Saw a Good Many Changes in the Line-Up.” Barron's. June 6, 1960. page 9.
  • Aigeltinger & Co.
  • Vickers, Sydney. Guide to Investment Company Portfolios. Vickers & Associates. 1960.

See also:

Nifty Fifty: 1953

Below is the performance of the Nifty Fifty as published on September 28, 1953 by Barron’s covering data from June 29, 1953 to June 28, 1954:

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In the period from June 29, 1953 to June 28, 1954, the Dow Jones Industrial Average increased +25.32% compared to the overall change of +17.37% in the Nifty Fifty.  The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.

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The best gain was achieved by the top three stocks in the High Payout category with an increase of +22.99%.  On average, best performing group was the High P/E, however, no grouping managed to beat the performance of the Dow Jones Industrial Average.

Note:

  • Rank is determined by 58 closed-end funds and over 100 open-end investment companies and their holdings.  Rank number 1 means the stock is held by the most investment companies on a dollar value basis.
  • Johnston, Paul A. “With the Investor’s Investor: Tobacco Stocks Join List of ‘Favorite Fifty’ Group.” Barron's. September 28, 1953. page 31.
  • Aigeltinger & Co.
  • Sydney G. Vickers.

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Nifty Fifty: 1951

Below is the performance of the Nifty Fifty as published on September 10, 1951 by Barron’s covering data from July 2, 1951 to July 9, 1952:

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In the period from July 2, 1951 to July 9, 1951, the Dow Jones Industrial Average increased +12.66% compared to the overall change of +11.15% in the Nifty Fifty.  The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.

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The best gain was achieved by the top three stocks in the High P/E category with an increase of +36.00%.  The best performing group was the High P/E stocks where all of categories generated gains that beat the Dow Jones Industrial Average.

Note:

  • Rank is determined by 58 closed-end funds and over 100 open-end investment companies and their holdings.  Rank number 1 means the stock is held by the most investment companies on a dollar value basis.
  • Johnston, Paul A. “With the Investor: Oil Holdings Maintain Lead in ‘Favorite Fifty’.” Barron's. September 10, 1951. page 35.
  • Aigeltinger & Co.
  • Sydney G. Vickers.

see also:

Nifty Fifty: 1977

Below is the performance of the Nifty Fifty as published by Forbes from the December 15, 1977 publish date to December 15, 1978:

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In the period from December 15, 1977 to December 15, 1978, the Dow Jones Industrial Average decline –1.54% compared to the overall change of +2.46% in the Nifty Fifty.  The breakdown of the data based on dividend yield & price-to-earnings ratios.

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The best gain was achieved by the top three stocks in the High Yield category with an increase of +12.56%.  However, the best performing group was the Low Yield stocks where all of categories generated positive returns.

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