十载投资,路在何方,扎根本土,放眼世界

Nuffnang

Tuesday, September 13, 2016

股息王:王者之风 Dividend Aristocrat

《王者之风》电影海报(图片与本文无关)

在S&P 500间大公司中精选出“股息王” Dividend Aristocrat。一个非常简单又非常高门槛的条件:每年增加股息连续至少25年

25年,就是说这些公司至少经历2至3次的经济大萧条,然而屹立不倒,而且还有能力增加派股息。在这种经济大萧条时候就是见真章了,少些“功夫”都倒闭,或手头紧,哪里还可以派股息,还要比去年增加。换句话说,这公司都是身经百战,而且应对萧条能力高。而这些公司都增加派股息,让大部分投资者渡过“最艰难”的时候。

S&P DowJones 就在2005年5月2日,首创“股息王指数” Dividend Aristocrat Index, (TICKER : SPDAUDP)。指数是从1989年12月31日计算起。

股息王指数在今年(YTD)有14%回酬超越大市(S&P500)表现只有8.3%.

我们看过去5年的表现如何:



再看看过去10年的表现如何:


15年的表现


那么20年又怎样:


目前股息王指数里共有50项股。她们大部分都是我们熟口熟耳的公司,如Wal-Mart (WMT), AT&T (T), Johnson & Johnson (JNJ), Coca-cola (KO), 3M (MMM), PepsiCo (PEP), Colgate-Palmolive (CL), Kimberly-Clark (KMB), ExxonMobil (XOM), Abbott Laboratories (ABBL), Procter & Gamber (PG), McDonald's (MCD), Clorox (CLX), Target (TGT), McCromick & Company (MKC), 等等。下载完整股息王名单以及资料


那个ETF是追踪股息王指数 Dividend Aristocrat Index?

由ProShares发行的NOBL就是追踪股息王指数的ETF。在2013年10月9日首发行。每季派发股息。DY大慨1.8%。投资组合里偏重消费必需品,属于抗跌股类型。

另外一个由SPDR发行的SDY,高股息王S&P High Yield Dividend Aristocrats。投资组合条件:S&P 1500 里每年增加股息连续至少20年。目前她持有109个股项,DY大慨2.4%。投资组合领域比较均匀。

PowerShares 发行的SPHD,S&P 500 High Dividend Low Volatility Portfolio高股息王低波动投资组合。组合条件:S&P 1500 里50项高股息低波动股票目前DY大概3.3%。

除此之外,WisdomTree, Vanguard, iShare 所发行的DGRW, VIG, DVY,都是以股息增加为首要条件。
DGRW,WisdomTree U.S. Quality Dividend Growth Fund
VIG,Vanguard Dividend Appreciation
DVY,iShares Select Dividend

她们除了股息,还加入其他条件如,交易量,EPS,payout ratio,market cap 等等。以下整理了这几个ETF的一些基本资料:

ETF
NOBL
SDY
SPHD
DGRW
VIG
DVY
# holding
50
109
50
286
185
93
DY
1.79%
2.39%
3.33%
2.15%
2.16%
3.16%
Expenses
0.35%
0.35%
0.30%
0.28%
0.09%
0.39%
1Y return
14.67%
15.95%
24.04%
9.95%
11.91%
18.19%




【十载投资,路在何方,扎根本土,放眼世界】

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更多专题文章,请按点

参考:

  1. http://www.marketwatch.com/story/dividend-aristocrat-stocks-post-almost-double-the-returns-of-the-sp-500-in-2016-2016-09-06
  2. http://www.suredividend.com/dividend-aristocrats-list/


5 comments:

  1. Hi Ali,
    Thanks for sharing, I think we have the same philosophy on investing ,, which is more on " passive income " investing strategy.
    If you don't mind, would like to hv blog link exchange with u,, in order to reach out more friends n share the info n knowledge.
    Pls find my blog link as below if agreeable.

    https://stestocksinvestingjourney.blogspot.sg/

    Cheers !

    ReplyDelete
    Replies
    1. Hi STE,
      I m father of two also, and born in 70'S.
      Yes, added your blog in link.

      Delete
    2. Hi Ali,
      Hahaha ,, what a coincident !! I "use to " be a Malaysian , but has converted as Singaporean in 2009 .. I'm a Johorean before ..
      Now residing and retiring in Singapore ,,,闲着无聊,学人做博客。。
      :)Cheers !

      Delete
    3. GOOD. u have out of rat race. I m still working :<
      may I know how long you have invest?
      I started invest in 2004

      Delete
    4. Haha. Think I am just a lucky guy..escape the GFC because of changing citizenship. .I liquidated all my shares in 2007 and invested back in 2009..
      I invested more than 18 years.
      Cheers!

      Delete