I’m happy to supply the listing of shares within the Frugal Dividend portfolio under together with updates to a number of different standard portfolios. The portfolios are all primarily based on inventory screens of differing ranges of complexity which can be described intimately in separate articles.
As an illustration, you may observe the hyperlinks to be taught extra concerning the Steady Dividend portfolio, the Frugal Dividend portfolio, the Dividend Monster portfolio, the Screaming Worth portfolio and the Lemonade portfolio.
Table of Contents
Frugal Dividend Portfolio
Low cost and secure dividend payers
Identify
Ticker
Worth
Yield
Volatility
P/E
ATCO
ACO.X
40.85
4.7
17.1
11.2
Financial institution of Montreal
BMO
127.92
4.5
20.9
10.6
Financial institution of Nova Scotia
BNS
69.04
6.0
19.8
9.0
CIBC
CM
61.73
5.5
21.5
10.1
Nice-West Lifeco
GWO
36.84
5.6
20.1
1.6
Manulife Monetary
MFC
27.11
5.4
23.9
2.6
MCAN Mortgage
MKP
16.49
8.7
21.9
9.4
Nationwide Financial institution
NA
102.51
3.8
19.3
10.8
Sagicor Monetary
SFC
4.84
6.2
24.6
4.6
TD Financial institution
TD
87.27
4.4
18.8
10.1
Steady Dividend Portfolio
Low-volatility dividend shares
Identify
Ticker
Worth
Yield
Volatility
P/E
ATCO
ACO.X
40.85
4.7
17.1
11.2
BCE
BCE
60.53
6.4
16.9
18.1
Canadian Utilities
CU
35.63
5.0
16.5
12.6
Emera
EMA
53.80
5.1
19.7
12.6
Enbridge
ENB
52.70
6.7
18.7
14.7
Extendicare
EXE
6.51
7.4
17.7
1,393.1
Fortis
FTS
54.02
4.2
16.5
19.2
Hydro One
H
35.96
3.1
17.0
20.4
Intact Monetary
IFC
194.00
2.3
18.8
13.0
Metro
MRU
70.27
1.7
16.6
18.7
Nationwide Financial institution
NA
102.51
3.8
19.3
10.8
Energy Corp
POW
37.07
5.3
18.8
15.5
Rogers Sugar
RSI
6.17
5.8
16.6
38.1
Royal Financial institution
RY
136.54
3.9
17.1
13.1
Solar Life Monetary
SLF
67.20
4.3
18.3
11.7
TD Financial institution
TD
87.27
4.4
18.8
10.1
TELUS
T
27.30
5.1
18.2
20.4
Thomson Reuters
TRI
167.76
1.6
18.2
51.1
Timbercreek Monetary
TF
8.17
8.4
19.0
12.2
TMX Group
X
133.85
2.6
18.4
19.5
Dividend Monster Portfolio
Excessive-yield shares with momentum
Identify
Ticker
Worth
Yield
12 Month Return
P/E
AGF Administration
AGF.B
9.25
4.3
42.6
9.7
Birchcliff Vitality
BIR
8.57
9.3
26.5
4.2
Alternate Revenue
EIF
51.87
4.9
44.0
20.2
iA Monetary
IAG
88.32
3.1
26.7
2.4
Lundin Gold
LUG
14.33
3.8
37.3
66.9
Mullen Group
MTL
14.73
4.9
27.9
10.9
PrairieSky Royalty
PSK
21.43
4.5
26.4
16.1
Restaurant Manufacturers
QSR
86.56
3.5
29.1
27.9
Russel Metals
RUS
36.06
4.2
23.3
6.1
Stelco Holdings
STLC
58.89
2.9
46.8
4.1
Screaming Worth Portfolio
Plenty of EBIT for a low worth
Identify
Ticker
Worth
EV/EBIT
P/E
Yield
Algoma Metal
ASTL
11.78
0.3
1.4
2.3
Canfor
CFP
23.19
2.3
3.2
Crescent Level Vitality
CPG
9.66
2.3
5.9
4.1
Interfor
IFP
24.01
2.3
2.3
Obsidian Vitality
OBE
10.06
1.7
1.0
Parex Sources
PXT
23.20
1.9
4.4
6.5
PetroTal
TAL
0.67
2.2
2.6
Stelco
STLC
58.89
2.7
4.1
2.9
Vermilion Vitality
VET
19.02
2.4
1.6
1.7
West Fraser Timber
WFG
103.04
2.2
3.8
1.6
Lemonade Portfolio
Worthwhile shares in a candy development
Identify
Ticker
Worth
P/E
6 Month Return
Market Cap
Athabasca Oil
ATH
3.15
4.3
41.9
1,848
Celestica
CLS
17.87
10.6
36.9
2,170
Coveo Options
CVO
7.78
0.7
36.5
871
Fairfax India
FIH.U
12.85
8.6
26.0
2,511
Main Drilling
MDI
10.60
11.7
23.1
880
MEG Vitality
MEG
22.59
4.3
38.1
6,518
NuVista Vitality
NVA
12.22
4.9
27.3
2,677
PetroTal
TAL
0.67
2.6
0.0
586
Spartan Delta
SDE
13.40
3.5
19.0
2,297
Torex Gold Sources
TXG
17.54
6.4
80.8
1,506
SOURCE: BLOOMBERG
Notes: Information from Bloomberg as of the shut of Mar. 7, 2023. The creator has an curiosity in a few of the shares proven. Yield = indicated dividend yield; volatility = annualized volatility over the previous 260 days; P/E = worth to earnings over the previous 4 quarters; six (or 12) month return = whole return over the previous six (or 12) months together with reinvested dividends; EV = enterprise worth; EBIT = earnings earlier than curiosity and taxes over the previous 4 quarters; market cap = market capitalization in thousands and thousands of {dollars}.
A customary warning
Use our portfolios and inventory screens as a place to begin for additional analysis. You should definitely enhance your understanding of every firm by finding out it and its trade in additional element. Affirm the information herein earlier than utilizing it.
Watch your step with shares that commerce sometimes, and people with very low share costs, as a result of they could be tough to purchase or promote in an economical method.
Earlier than dashing off to the market, acknowledge the built-in limitations of quantitative strategies akin to ours. As an illustration, much less tangible elements akin to the standard of an organization’s administration can generally assist – or hinder – a enterprise.
And whereas we hope our portfolios obtain comparable returns to these within the back-tests, the market isn’t that predictable. Even in the most effective circumstances, we count on outcomes to be bumpy and a few particular person shares will disappoint. We might be happy certainly for the portfolios to outperform the market over the course of some many years.
Norman Rothery, PhD, CFA, is the founding father of StingyInvestor.com.
Be good together with your cash. Get the most recent investing insights delivered proper to your inbox thrice every week, with the Globe Investor e-newsletter. Join right this moment.
