Category Archives: Performance Review

On January 6, 2020, we published our U.S. Dividend Watch List.  On that list we broke out the data based on a ranking by fundamentals.  Of the stocks that we highlighted, two categories that we liked are the top three low yield stocks and the top five high P/E stocks. 

The performance of both groups are shown in contrast to the Dow Jones Industrial Average and S&P 500  from the close of January 3, 2020 to the close of March 6, 2020.

Counter trend movement can be seen by the Top 3 and Top 5 lists, relative to the indexes.  The only question is how long can this exceptional movement last?

On January 6, 2020, we published our U.S. Dividend Watch List.  On that list we broke out the data based on a ranking by fundamentals.  Of the stocks that we highlighted, two categories that we liked are the top three low yield stocks and the top five high P/E stocks.

The performance of both groups are shown in contrast to the Dow Jones Industrial Average and S&P 500  from the close of January 3, 2020 to the close of February 28, 2020.

Last week, we said the following:

“We don’t expect this chasm between our lists and the DJIA to persist…”

The difference between our Top 3 stocks and the DJIA was 4.40% (in favor of our list).  The difference between the Top 3 and the DJIA is 3.98% (in favor of our list).  The tide is quickly shifting in the opposite direction and the change is incrementally gaining ground between the DJIA and the Top 3.

Conventional wisdom is being defied based on the above charts.  We’ll withhold our take on this matter until the decline is fully reversed.

On January 6, 2020, we published our U.S. Dividend Watch List.  On that list we broke out the data based on a ranking by fundamentals.  Of the stocks that we highlighted, two categories that we liked are the top three low yield stocks and the top five high P/E stocks. 

The performance of both groups are shown in contrast to the Dow Jones Industrial Average from the close of January 3, 2020 to the close of February 21, 2020.

So far there is a wide divergence of our watch lists as compared to the DJIA in the period from the January 3, 2020 close to the February 21,2020 close.  We don’t expect this chasm between our lists and the DJIA to persist and will update as we go through the year.