2024 Portfolios for »The Value Dividend Strategy«
2024/01/01 Portfolios According to »The Value Dividend Strategy«
Today is Monday, 1st January 2024 and I created two new Value Dividend Portfolios. One portfolio representing undervalued stocks with no dividend payment and the second portfolio undervalued stocks with significantly high dividend payments.
If you want to learn more on how I discovered this strategy and how the portfolios were created, you can read my book online or order a copy from amazon.com.
2024 Portfolios
Both portfolios focus solely on the U.S. market and have the following in common:
Piotroski F-score of ≥ 6.00
Altman Z-score of ≥ 3.00
Equity Ratio of ≥ 50.00%
The first portfolio paying no dividends focuses on stocks with:
P/E ratio of ≤ 10
Dividend yield of 0%
The second portfolio paying significant dividends focuses on stocks with:
P/E ratio of ≤ 7
Dividend yield ≥ 2.9%
1. 2024 No Dividend Portfolio
»The Value Dividend Strategy« portfolio paying no dividends consists in total of 7 stocks:
Gulfport Energy Corp GPOR 0.00%↑ with a current price of $133.20
SurgePays Inc. SURG 0.00%↑ with a current price of $6.45
MasterCraft Boat Holdings Inc. MCFT 0.00%↑ with a current price of $22.64
Arcturus Therapeutics Holdings Inc. ARCT 0.00%↑ with a current price of $31.53
Atkore Inc. ATKR 0.00%↑ with a current price of $160.00
Profire Energy Inc. PFIE 0.00%↑ with a current price of $1.81
Livent Corp LTHM 0.00%↑ with a current price of $17.98
2. 2024 High Dividend Portfolio
»The Value Dividend Strategy« portfolio paying significantly high dividends consists in total of 12 stocks:
ClearOne Inc. CLRO 0.00%↑ with a current price of $1.08
Chesapeake Energy Corp CHK 0.00%↑ with a current price of $76.94
Adams Natural Resources Fund Inc. PEO 0.00%↑ with a current price of $20.63
PhenixFIN Corp PFX 0.00%↑ with a current price of $42.25
Alliance Resource Partners L.P. ARLP 0.00%↑ with a current price of $21.18
Cal-Maine Foods Inc. CALM 0.00%↑ with a current price of $57.39
Stifel Financial Corp 5. SFB 0.00%↑ with a current price of $20.55
PHX Minerals Inc. PHX 0.00%↑ with a current price of $3.22
HF Sinclair Corp DINO 0.00%↑ with a current price of $55.57
Medifast Inc. MED 0.00%↑ with a current price of $67.22
BlackRock Enhanced Capital and Income Fund Inc. CII 0.00%↑ with a current price of $19.00
Mesa Royalty Trust MTR 0.00%↑ with a current price of $13.20
Outlook
Both portfolios have been created solely by stock screening. As shown in »The Value Dividend Strategy«, these portfolios have performed exceptionally fine historically. I highlighted the most promising companies in bold.
This time I’ll look into each company in detail. I will perform a proper due diligence and valuation of each stock to create a third »The Value Dividend Strategy« portfolio with the aim of identifying winners while excluding any company raising a red flag. I might also write deep dives on the most promising stocks.
Subscribe to this newsletter if you wish to receive this portfolio and any deep dives I might write!
If you want to learn more on how I discovered this strategy and how the portfolios were created, you can read my book online or order a copy from amazon.com.
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