Weiss Blue Chip Div Yield Screen

Performance

  Weiss Blue Chip Div Yield S&P 500
YTD Return: 9.7% 4.0%
Five Year Return: 7.2% 11.1%
Ten Year Return: 6.8% 4.4%
Inception: 9.4% 4.3%
Data as of 10/31/2016
The Weiss Blue Chip Div Yield Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.

Passing Companies

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Screening Criteria

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Chart

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Geraldine Weiss was crowned “The Grand Dame of Dividends” and has been regarded as the “Dividend Detective” for good reason.

Her approach melds a conservative, blue-chip investment style with a value approach using dividend yield as a guide to value. Weiss felt that a stock's dividend yield can say a lot about its value as well as the direction of the market. Weiss applies a relative dividend yield approach to a universe of blue-chip stocks to help determine purchase and sale values. Weiss first constructs a universe of qualified blue-chip companies, then relates their current dividend to the company's historical norm to decide if the company is buy, hold or sell. Weiss's approach, as outlined here, can be attributed to the book “Dividends Don't Lie,” (Longman Publishing, 1988) co-authored by Janet Lowe. The methodology outlined in “Dividends Don't Lie” served as a game plan for Weiss' investment advisory newsletter, Investment Quality Trends, and is still widely followed today.

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