I did see a tool called PortfolioVisualizer that lets you backtest sort of and compensate for dividend income. Is there any tool out there that takes stock fundamentals and correlates them to stock prices? I know there are some scientific journals that say its all about earnings and of course a stock that consistently beats estimates, with a high volume and dividends sounds like a sure bet.
I find that people call "blue chip" stocks the best to invest in and safest, as they are more well known. What do you think about these stocks I picked for high dividend purposes mostly.
My holdings for now SDR,FTR, formerly HL. HL did amazing this year, so it would of course beat the S&P and outperform I imagine.
I made a sort of dipping toes in the water investment, I had a more successful investment in HL.
1
Here is SDR stock.
SANDRIDGE MISSISSIPPIAN TR II 8 shares last price 2.0229 change: CAD -0.01 (-0.65%)
book value: 28.43 market value: 16.18 return: -12.25 (-43.08%)
dividend pays 0.23/4 =0.057 per share each quarter so basically $1 a year will be recovered lol, but its down $12. this is a dividend stock with 25% yield.
How low do you think this value can drop to?
2 I also have FTR stock 32 shares
Book value 141.11
Market value 113.28 -27.83 (-19.72 %) Dividend of 0.42 paid out quarterly 0.42/4=0.105 0.42*32=13.44 recovered annually (assuming dividend is maintained)
At this rate it would take 2 years to recover my loss in market value via dividend. Portfolio Returns
Portfolio performance statistics SDR FTR HL
Initial Balance Final Balance CAGR Std.Dev. Best Year Worst Year Max. Drawdown Sharpe Ratio Sortino Ratio US Mkt Correlation
1 $10,000 $2,277 -30.92% 47.30% -9.87% -41.88% -81.70% -0.54 -0.75 0.22 2 $10,000 $11,040 2.50% 27.47% 53.67% -24.33% -49.68% 0.22 0.35 0.23 3 $10,000 $9,147 -2.20% 50.19% 178.01% -46.86% -67.62% 0.20 0.36 0.09
Based on the CAGR, investment #2 (FTR) looks the best, this is based on a backtest of 2011 to present. A backtest of 2015 to present indicates HL as a winner as it did well of course. 37.57% CAGR vs.-22% return for the others.
Submitted January 13, 2017 at 06:01PM by mytaxes2017 http://ift.tt/2jNUbZ1
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