“Creme List” of Dividend Stocks

ITA Wealth Management readers know the pitfalls when it comes to selecting individual stocks and populating a portfolio with nothing but stocks.  Nevertheless, from time to time I post a list of stocks that ITA readers may find interesting.  Here is that list of stocks.

The following screen and list of companies is reserved for Platinum members only and may not be published elsewhere.

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Portfolio Performance: 11 November 2011

Portfolios tracked using Captool are updated through 10/31/2011, and portfolios tracked using the TLH Spreadsheet software are current through 11/11/2011.  Not all dividends posted on 11/07 are included in all portfolios so a few of the accounts may be performing a tad higher than recorded.  In general, most of the portfolios lost a little ground with respect to the VTSMX and most improved when measured against the customized ITA Index.  Losing ground to the VTSMX is unacceptable and this is why we are paying such close attention to the ITA Risk Reduction model.

For new members and readers, SR is the Sortino Ratio, IR is the Information Ratio, and RR is the Retirement Ratio.  If other explanations are necessary to understand the data table, please ask.  The difference columns are rounded to the nearest 0.1 so the posted values may differ from what you mentally calculate.

 

Portfolio Performance - 11/11/2011

Portfolio Last Update Launch Date Tracking Tool Port. IRR ITA Index Diff Port. vs. ITA Index VTSMX IRR Diff. Port. vs. VTSMX Index IR SR RR
AA-Mosaic 10/31/2011 07/21/1999 Captool 2.35% NA NA 2.0% 0.35% 0.05 NA NA
Curie 11/11/2011 12/26/2007 TLH SS 3.8% -0.5% 4.3% 0.4% 3.4% NA 5.9 -1.8
Mosaic2 10/31/2011 07/19/1999 Captool 4.62% NA NA 1.84% 2.78% 0.16 NA NA
Newton 11/11/2011 06/02/2008 TLH SS 7.3% 3.9% 3.4% 5.4% 1.9% NA 1.4 1.0
Passive Port. 10/31/2011 12/01/2000 Captool 4.5% NA NA 2.22% 2.28% 0.68 NA NA
Schrodinger 11/11/2011 12/01/2000 TLH SS 4.4% 2.6% 1.8% 2.7% 1.7% NA 12.9 -3.3
Jane 10/31/2011 02/14/1997 Captool 8.46% NA NA 5.24% 3.22% 0.54 NA NA
Einstein 11/11//2011 06/30/2008 TLH SS 9.8% 7.3% 2.6% 7.9% 2.0% NA 0.8 0.8
Gauss 10/31/2011 02/19/1997 Captool 8.61% NA NA 5.2% 3.4% 0.23 NA NA
Kepler 11/11/2011 11/01/2008 TLH SS 13.6% 13.3% 0.3% 14.5% -0.9% NA -0.33 -0.33
Scrappy 10/31/2011 08/14/2008 Captool 8.96% NA NA -0.35% 9.31% NA NA NA
Bohr 11/11/2011 08/14/2008 TLH SS 8.9% 8.8% 0.1% 3.8% 5.1% NA 2.7 2.1
Kenilworth 11/11/2011 08/18/2010 TLH SS 2.3% 5.0% -2.7% 7.0% -4.7% NA -0.03 -0.04
Franklin 11/11/2011 05/6/2011 TLH SS -4.4% -8.7% 4.3% -10.5% 6.1% NA 0.04* -0.07*
Projects 10/31/2011 12/01/2000 Captool 5.04% NA NA 2.22% 2.82% 1.26 NA NA
Washington 10/31/2011 06/18/1999 Captool 2.89% NA NA 2.03% 0.86% 0.28 NA NA
Maxwell 11/11/2011 12/25/2000 TLH SS 0.5% 1.5% -0.9% 3.8% -3.2% NA -0.11 -0.14
Adams 10/31/2011 06/18/1999 Captool 3.5% NA NA 2.03% 1.47% 0.73 NA NA
Euclid 11/11/2011 06/30/1999 TLH SS 1.3% 10.7% -9.4% 3.8% -2.5% NA -0.11 -0.15
Jefferson 10/31/2011 06/13/2006 Captool 4.79% NA NA -0.36% 5.15% NA NA NA
Madison 11/11/2011 03/13/2008 TLH SS 4.4% 4.9% -0.5% 6.3% -1.9% NA -0.08 -0.08

* Thirty-six data points are not available.