Speaking of Dividends
The current (February 6, 2006) edition of Barron's talks about the Investment Quality Trends newsletter, which celebrates 40 years of publishing this April 1st.
While I.Q. Trends may not be as well known as its peers, Mark Hulbert who follows the investment-newsletter industry, has named I.Q. Trends as the No. 1 performing newsletter on a risk-adjusted basis out of some 165 he surveys.
I.Q. Trends zeroes in on a group of 350 blue-chip stocks it selects on the basis of six quality criteria. After a stock makes the grade for blue-chip quality, it is sorted by its current value. Based on fundamental data (chiefly dividend yield), each stock is deemed either undervalued, overvalued or in a rising or declining trend.
Then there's the Lucky 13, which is a portfolio of 13 stocks I.Q. Trends buys on Dec. 30 each year and holds until the following Dec. 29. The Lucky 13 has returned on average about 18.11% annually (capital gains plus dividends) since its January, 2000 inception - a stretch that included three of the toughest years over the past 40. In 2005, its total return was 8%, versus 2.1% for the Dow Jones Industrials.
Investment Quality Trends is published twice monthly, and is available to subscribers in hard copy or E-mail. And you can find them in our "Links" section under I.Q. Trends.
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While I.Q. Trends may not be as well known as its peers, Mark Hulbert who follows the investment-newsletter industry, has named I.Q. Trends as the No. 1 performing newsletter on a risk-adjusted basis out of some 165 he surveys.
I.Q. Trends zeroes in on a group of 350 blue-chip stocks it selects on the basis of six quality criteria. After a stock makes the grade for blue-chip quality, it is sorted by its current value. Based on fundamental data (chiefly dividend yield), each stock is deemed either undervalued, overvalued or in a rising or declining trend.
Then there's the Lucky 13, which is a portfolio of 13 stocks I.Q. Trends buys on Dec. 30 each year and holds until the following Dec. 29. The Lucky 13 has returned on average about 18.11% annually (capital gains plus dividends) since its January, 2000 inception - a stretch that included three of the toughest years over the past 40. In 2005, its total return was 8%, versus 2.1% for the Dow Jones Industrials.
Investment Quality Trends is published twice monthly, and is available to subscribers in hard copy or E-mail. And you can find them in our "Links" section under I.Q. Trends.
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posted by Bob Moser at
10:52 AM
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