All Weather Dividend-Paying Stocks Have Long-term Price Upsides and Rising Dividends
Long-term investors look for companies that consistently grow their earnings and free cash. Usually these type of stocks reward patient investors with multi-year price appreciation (long-term capital gains) and increasing dividends that beat the rate of inflation. These type of stocks, which buyupside.com calls all weather stocks, can make money for both growth-oriented and income-oriented investors.
To qualify as an all weather stock, a stock must meet four tests:
First, it must trade consistentlyat or above its 10-year moving average (using monthly closing prices). This test selects stocks with long-term upside price trends and excludes stocks with extremely volatile upsides and downsides.
Second, the percent of profitable returns (buy and sell combinations) for all years of price data must exceed 80 percent. NOTE: Percent of profitable returns may be less than 80 percent for 10- or 20-year periods.
Third, dividends must have a multiyear record of increasing or maintaining annual dividends.
Finally, the stock's dividend yield must be at or above two percent.
The all weather stocks are a very select group; not many stocks qualify. But those stocks which meet our criteria should prove to be money makers for patient long-term investors. Through bull and bear markets, all weather stocks keep moving up in price and increasing their dividends. And they have attractive dividend yields.
Here are 5 all weather stocks listed in alphabetical order.
| All Weather Stocks (A-Z) | |||||||
Stock | Quote | Annual Dividend & Yield | Annual Dividend 100 Shares Customize | Price to Annual Dividend Ratio | 1-Yr Price Chart | ||
| Buckeye Partners, L.P. | 5.05 (14.01%)
|
$505.00 |
7.14
|
||||
| Chevron Corporation | 4.48 (3.60%)
|
$448.00 |
27.75
|
||||
| Clorox | 3.84 (3.18%)
|
$384.00 |
31.47
|
||||
| Emerson Electric | 1.94 (2.74%)
|
$194.00 |
36.52
|
||||
| Vectren Corp | 1.80 (2.55%)
|
$180.00 |
39.26
|
||||
| Sum Dividends | $1,711.00 | Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Jun-01-2018. | |||||
To inspect the performance of the All Weather Stocks (A-Z) portfolio, see the returns table and chart below. Portfolio values are computed using monthly closes for from Quandl. All 5 are included in the portfolio computations. The current value of the portfolio assumes that $2,000.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008.
|
All Weather Stocks (A-Z) - Return Results | |
| Portfolio: | All Weather Stocks (A-Z) |
| Start date: | Jun-17-2008 |
| Start value: | $10,000 |
| End date: | Jun-17-2018 |
| End value: | $24,797 |
| Number prices | 121 |
| Minimum value occurred on Feb-28-2009 | $7,642 |
| Maximum value occurred on Dec-31-2017 | $25,881 |
| Total gain or loss (Start date to End date) | 147.97% |
| Annualized gain or loss (Start date to End date) | 9.51% |
| Total dollar value on End date of a $10,000 purchase made on Start date | $24,797 |
| Average percent return for all possible buy/sell combinations | 52.20% |
| Number returns | 7,260 |
| Number profitable returns (Winners) | 6,737 |
| Percent profitable returns | 92.80% |
| Number unprofitable returns (Losers) | 523 |
| Percent unprofitable returns | 7.20% |
| Winners to losers ratio | 12.88 |
| Stock Return Calculator | |
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