20 tupe maua-fausia faʻaputuga o loʻo fai mai fuainumera e mafai ona avea ma elite Dividend Aristocrats

I tua ia Ianuari, na matou vaʻavaʻai loloto i vaega e tolu o Dividend Aristocrat stocks e faʻaalia ai poʻo fea na faʻateleina a latou totogi sili atu i le lima tausaga talu ai. Ua oʻo nei i le taimi mo se tulitatao i luga o isi kamupani o loʻo i ai le gafatia e maua ai le tulaga faʻapitoa a Aristocrat.

Aʻo leʻi faia lenei faʻailoga fou, e tatau ona tatou faʻamatalaina le Aristocrats:

  • Le S&P 500 Dividend Aristocrats Index
    SP50DIV,
    -0.08%

    e 65 fa'asoa i le S&P 500
    SPX,
    + 0.74%

    o kamupani ua siitia a latou tufatufaga i sea masani mo le itiiti ifo i le 25 tausaga sosoo. Na'o le pau lena o le mea e mana'omia - e leai se eseesega pe o le a le maualuga poʻo le maualalo o le tufatufaga o loʻo i ai nei. O le fa'asinomaga e tutusa-mamafa, toe fa'atatau i kuata ta'i kuata ma toe fa'aopoopo i tausaga ta'itasi. O loʻo siakiina e le ProShares S&P 500 Dividend Aristocrats ETF
    NOBL,
    + 0.10%
    .
    O le aofaiga atoa o tupe maua a le ETF faatasi ai ma tufatufaga toe teu faafaigaluega mo le lima tausaga seia oo ia Mati 3 ua 62%, sili atu nai lo le 61% toe faafoi mo le ProShares S&P 500 Dividend Trust.
    SAUNI
    + 0.72%

    mo le vaitaimi lava e tasi. Ae ole NOBL e itiiti ifo ile 10 tausaga. Afai tatou te vaʻavaʻai i le 10-tausaga faʻatinoga mo faʻamatalaga, o le S&P 500 atoa ua sasaina le S&P 500 Dividends Aristocrats Index. Toe foʻi i tua 15 tausaga, o le S&P 500 Dividends Aristocrats Index ua susulu, ma le 451% toe faafoi, faasaga i le 320% mo le S&P 500 atoa, e tusa ai ma FactSet.

  • O le S&P 400 Dividend Aristocrats Index o loʻo i ai 50 faʻatauga o kamupani na faʻaputuina tufatufaga mo le itiiti ifo ma le 15 tausaga sosoo, na maua mai le S&P Mid Cap 400 Index.
    Ogatotonu,
    -0.43%
    .
    O loʻo siakiina e le ProShares S&P MidCap 400 Dividend Aristocrats ETF
    REGL,
    -0.57%
    .

  • Ole S&P High Yield Dividend Aristocrats Index
    SPHYDA,
    -0.32%

    e 121 fa'asoa mai le S&P Composite 1500
    SP1500,
    + 0.57%

    Fa'asinomaga ua fa'ateleina tufatufaga mo le itiiti ifo i le 20 tausaga sa'o. O loʻo siakiina e le SPDR S&P Dividend ETF
    SDY,
    -0.22%
    .
    O le S&P Composite 1500 o le tuufaatasiga o le S&P 500, le S&P Mid Cap 400 ma le S&P 600 Small Cap Index.
    SML,
    -1.49%
    .
    O lea la o le S&P High Yield Dividend Aristocrats Index e aofia uma ai fa'asoa i le S&P 500 Dividend Aristocrats Index. Ae e le aofia ai nisi o loʻo i totonu o le S&P 400 Dividend Aristocrats Index. O le igoa ole High Yield Dividend Aristocrats Index e fenumiai ona e le o maualuga fua - e amata mai le 0.23% i le 5.39%.

Ile aotelega e 139 Dividend Aristocrats.

Ia Ianuari, na matou lisiina ai le 15 Dividend Aristocrats lea sa sili ona maua tupe maua i le lima tausaga talu ai.

O le manatu o le fausiaina o tupe maua mo se taimi umi o se mea taua. O se tagata teu tupe e fiafia i fa'asoa a kamupani o lo'o totogi tufatufaga e ono taula'i atu i se maualuga maualuga o lo'o maua (le totogi fa'aletausaga e vaevaeina i le tau o sea o lo'o iai nei). Ae o le maualuga o le gaosiga o loʻo i ai nei e mafai ona faʻaalia i le leai o se talitonuga e mafai e le kamupani ona faʻaauau le totogiina o se tufatufaga maualuga.

E mafai ona e manuia mai le si'itia o tufatufaga mo se taimi umi. Mo se faʻataʻitaʻiga faʻafouina i le S&P 500 Dividend Aristocrats mai le tala muamua, mafaufau i le Automatic Data Processing Inc.
ADP,
+ 0.46%
.
Afai na e fa'atauina le fa'asoa i le lima tausaga talu ai, ia Mati 2, 2018 (se Aso Faraile), semanu e te totogiina le $113.60 i le sea. I lena taimi, o le totogi o le tufatufaga faaletausaga e $2.52 i le sea, mo le maua mai o le 2.22%. Saosaoa i luma ia Mati 3, 2023 ma o le tau o sea na toetoe a faaluaina i le $224.75. Ua totogi nei e le kamupani le $5 i le sea i tausaga taʻitasi, mo se fua o loʻo iai nei e 2.22% - tutusa ma le lima tausaga talu ai. Ae o lea e 4.40% le tufatufaga o au sea lima tausaga.

Fa'aaliga fou: mafai ona tu'ufa'atasia Aristocrats

I manatu o loʻo i lalo le tala muamua o Dividend Aristocrats, o se tagata faitau na i ai le fautuaga lenei: "E mafai ona e faʻataʻitaʻiina naʻo kamupani o loʻo i ai faʻauluuluga o maketi> $8BN ma faʻateleina a latou tufatufaga i le 15% pe sili atu i le 7 tausaga talu ai, 5 tausaga, 3 tausaga, ma le 12 masina? O lena mea o le a puʻeina ai nisi o na kamupani e leʻi oʻo i le Dividend Aristocrats ae atonu o loʻo agai atu i le tasi. “

Ina ia faʻafaigofie lenei mata fou, matou te toe tepa i tua i le lima tausaga o le faʻatupulaia o tufatufaga. Ma ina ia faʻaumatia fua faʻatatau o le tuputupu aʻe o tufatufaga mo kamupani o loʻo faia ni totogi maualalo i le lima tausaga talu ai, matou te setiina le laʻititi o le taimi nei o tufatufaga o le 1.00%.

Mo le mata fou na matou amata i le S&P 1500 Composite Index ona fai ai lea o faʻaoti e faʻaaoga ai faʻamatalaga na saunia e FactSet:

  • Aveese le 139 kamupani i vaega uma e tolu o Dividend Aristocrats e faʻaititia le lisi i le 1,361 kamupani.

  • Aveese soʻo se kamupani o loʻo i ai se mataitusi tetele o maketi i le taimi nei e itiiti ifo i le $8.000 piliona: 463 kamupani.

  • Aveese so'o se kamupani e le totogia se tufatufaga ile taimi nei: 339 kamupani.

  • Ave'ese so'o se kamupani e le'i totogia se tufatufaga, po'o sa i ai i le taimi nei se fa'asoa fa'asoa i lalo ifo o le 1.00%, lima tausaga talu ai: 252 kamupani.

  • Aveese so'o se kamupani e le'i fa'atupula'ia le fua faatatau o tufatufaga fa'aletausaga i taimi ta'itasi o le lima 12 masina talu ai, e tusa ai ma FactSet: 122 kamupani.

O kamupani nei e 20 o lo'o totoe o lo'o i ai le maualuga o le lima tausaga fa'aopoopo fa'aletausaga fua faatatau (CAGR) mo tufatufaga fa'aletausaga:

Company

Togi

CAGR tufatufaga lima tausaga

Tuuina atu o tufatufaga i luga o sea na faatauina mai i le lima tausaga talu ai

Tuuina atu o tufatufaga lima tausaga talu ai

Tuuina atu o tufatufaga i le taimi nei

Suiga tau - 5 tausaga

Aofa'i Toe Fa'afo'i - 5 Tausaga

Tractor sapalai Co.

TSCO,
-0.07%
30.71%

6.42%

1.68%

1.79%

258%

285%

MSCI Inc. Vasega A

MSCI,
+ 1.43%
29.43%

3.85%

1.06%

1.03%

274%

293%

Lam Research Corp.

LRCX,
+ 1.17%
28.10%

3.55%

1.03%

1.40%

153%

174%

Monolithic Power Systems Inc.

MPWR,
+ 1.01%
27.23%

3.39%

1.02%

0.79%

328%

347%

CDW Corp.

CDW,
+ 0.92%
22.95%

3.23%

1.15%

1.17%

176%

192%

Masco Corp.

MAS,
-0.79%
22.10%

2.81%

1.04%

2.16%

31%

41%

Vaitaele Corp.

POOL,
+ 0.22%
22.00%

2.81%

1.04%

1.11%

154%

166%

Broadcom Inc.

AVGO,
+ 0.98%
21.32%

7.33%

2.79%

2.91%

152%

201%

Raymond James Financial Inc.

RJF,
+ 0.30%
20.30%

2.74%

1.09%

1.56%

76%

90%

Owens Corning

OC,
-1.02%
19.88%

2.61%

1.05%

2.05%

27%

38%

East West Bancorp Inc.

EWBC,
+ 0.25%
19.14%

2.84%

1.19%

2.55%

11%

24%

Rexford Industrial Realty Inc.

REXR,
-0.15%
18.89%

5.58%

2.35%

2.47%

126%

149%

Invitation Homes Inc.

INVH,
+ 0.25%
18.77%

4.73%

2.00%

3.27%

45%

61%

Steel Dynamics Inc.

STLD,
-1.84%
17.78%

3.52%

1.55%

1.25%

182%

218%

Kinder Morgan Inc. Vasega P

KMI,
+ 0.48%
17.29%

6.89%

3.11%

6.29%

10%

47%

United Unity Group Faʻatasi

UNH,
+ 0.83%
17.08%

2.93%

1.33%

1.38%

113%

129%

Allegion Public Ltd. Co.

ALLE,
+ 0.31%
16.47%

2.19%

1.02%

1.57%

40%

48%

Dollar General Corp.

DG,
+ 1.02%
16.17%

2.33%

1.10%

1.01%

131%

141%

AmericanTower Corp.

AMT,
-0.39%
17.38%

4.66%

2.09%

3.08%

51%

68%

Kroger Co.

KR,
+ 0.32%
15.77%

3.80%

1.83%

2.26%

68%

87%

Punaoa: FactSet, faila a kamupani.

Kiliki i luga o fa'ailoga mo nisi fa'amatalaga e uiga i kamupani ta'itasi.

faitau Tomi Kilgore faʻamatalaga auiliili i le tamaoaiga o faʻamatalaga mo le leai o se totogi ile MarketWatch quote page.

O le pito i luga o le lisi ma le CAGR sili ona maualuga le lima tausaga o tufatufaga o le Tractor Supply Co.
TSCO,
-0.07%
.
E mafai ona e vaʻai atu o le tufatufaga o le lima tausaga talu ai e leʻo maualuga tele, i le 1.68% ma o le fua o loʻo i ai nei mo se tasi e faʻatau nei e naʻo le 1.79%. Ae va'ai pe fa'afefea ona tupu le tufatufaga. Afai na e umia lenei fa'asoa talu ona fa'atau i le lima tausaga talu ai, o le fua o au sea lima tausaga e 6.42% ma o lau tau sea e si'itia i le 258%.

O le pasia o se fa'atau oloa e leai se mea e mautinoa ai. Afai e te vaʻai i soʻo se kamupani i luga o le lisi e te fiafia i ai, o le isi laasaga o le faia lea o au oe lava suʻesuʻega ma fai lou lava manatu e uiga i fuafuaga faʻapisinisi a kamupani taʻitasi ma le faʻatauvaʻa e te faʻamoemoeina e tuʻuina atu ai oloa ma auaunaga mo le isi sefulu tausaga a itiiti mai.

Aua le misia: O nei oloa tekonolosi 24 ua tu mai i le taimi nei a o mou atu le FAANGs

Punavai: https://www.marketwatch.com/story/20-income-building-stocks-that-the-numbers-say-could-become-elite-dividend-aristocrats-a16ecad6?siteid=yhoof2&yptr=yahoo