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Tip Sheet
Tip Sheet Archive
Overview
High Dividend Yield
High Yield DJIA30
High Yield TSX60
Dividends at Risk
Dividend Risk DJIA30
Dividend Risk TSX60
Value Ratio Approach
Value Ratio DJIA30
Value Ratio TSX60
Graham's Approach
Graham DJIA30
Graham TSX60
Other Screens
Low P/E DJIA
Low P/E TSX60
Low P/B DJIA
Low P/B TSX60
Low P/S DJIA
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Stingy Investor Tip Sheet
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| Downside by Style |
Value stocks didn't fare well in the recent downturn. Even high yield
stocks, which provided downside protection in past bear markets,
did just as poorly as the markets. The winners were growth
stocks and dividend growth stocks.
At least that's the conclusion one draws by studying the daily prices
of the representative set of exchange traded funds shown in the graphs
below.
(click for larger version)
(click for larger version)
(click for larger version)
Added:
| Downside by Style |
| Index |
Low |
Current |
| Dividend Growth (VIG) | -46.80% | -18.15% |
| S&P500 Growth (IVW) | -49.60% | -20.69% |
| S&P500 (IVV) | -55.97% | -27.63% |
| High Yield (VYM) | -56.98% | -27.32% |
| S&P500 Value (IVE) | -62.13% | -34.27% |
| Source: Yahoo.com, October 19, 2009, Calculated from IVV's highest daily closing price, including reinvested dividends. |
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| | 10/19/2009 11:30 PM EST Permlink save & share | Markets |
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| Disclaimers: Consult with a
qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
other way. More...
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