Dividend-News

Dividend Boost To Swensen Six Portfolio

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  Published Thu, 31 May 2012 11:16:04 -0400 on Seeking Alpha
  

  
  

  Adding Dividend Aristocrat type stocks to a core of ETFs increases the probability of enhancing returns, reducing portfolio risk, improving yield and boosting diversification. A month ago I published an article on the Swensen Six portfolio showing how one can gain global exposure using only six ETFs. An update of the Swensen Six portfolio is shown below in the first screen shot. Based on the assumption the S&P 500 will grow at an annual rate of 7.0%, the ETF oriented portfolio is projected to increase at an annualized rate of 7.9% with a standard deviation or uncertainty of 14.1%. These projections give rise to a Return/Risk ratio of 0.56 or slightly lower than our goal of 0.60. The Diversification Metric (DM) for the Swensen Six is 33% and the Portfolio Autocorrelation (PA) is a reasonable 17.8%. Five years of data was used for this Quantext Portfolio Planner ((QPP... Read more
  

  Stock name									ISIN	Last trade		P/E	Earnings/Share	Dividend/Share	Dividend yield
  ISHARES BARCLAYS TIPS BOND FUND									US4642871762
  VANGUARD EMERGING MARKETS ETF									US9220428588

  
  

  Other articles featuring Ishares Barclays Tips Bond Fund (TIP): -The 10-Year Yield May Be Flashing A Warning Sign -Inflation And Yields: The Rules Of The Game -Larry Swedroe Positions For 2013: Resist The Temptation To Stretch For Yield -Inflation And Yields: The Dollar Equilibrium -Bond Investing Strategy Chasing The Steeper Yield Curve -Boost Return By Adding 3 Dividend Stocks To The 'Swensen Six' Core ETFs -ETFs For Income And Yield -Best Of TIPS ETFs: Expenses, Dividends, And Returns -A Bond Allocation For Your Dividend Growth Portfolio -Profitable U.S. Companies With High Yielding Stocks -Some 'Tips' For Dividend Growth Investors -Breaking Down The Different ETF Yield Calculations: TIP, HYG And DEM -The Safest And Best Dividends On The Dow -Dividend Driven Portfolio: 17 ETFs Plus 2 Stocks -Dividend Aristocrats For 2012