My expectations for the #HYHRD High Yield High Return Dividend Portfolio:
I target a minimum 30% annualized return on stock price *and* a minimum 7% dividend yield for HYHRD stocks.
I can’t always hit that, but those are my targets.
Here is the criteria I currently use;
Settings for barchart (HYHRD);
Checked: U.S. Equities, Non-SIC Stocks
Un-Checked: Indices, Exchange Traded Funds
- Return % > 30%
- Return on Equity, % > 0%
- Return on Assets, % > 0%
- Moving Average = 5day > 20day
- Moving Average = 20day > 50day
- Moving Average = 50day > 100day
- Moving Average = 100day > 200day
- Indicators = TrendSpotter Buy
- Strength: Maximum Strong Average
- Direction: Strongest Strengthening Rising
- Dividend Yield > 7%
- Price/Earnings < 15
Settings for finviz (HYHRD);
- Country = USA
- P/E = Low (<15)
- Dividend Yield Over 7%
- Return on Assets = Positive > 0%
- Return on Equity = Positive > 0%
- Insider Transactions = Positive > 0%
- Institutional Transactions = Positive > 0%
- Analyst Recom. = Buy or better
- Performance = Year +30%
- Performance 2 = Quarter Up
- Moving Average = Price above SMA20
- Moving Average = Price above SMA50
- Moving Average = Price above SMA200
- Average Volume = Over 50K
Settings for Fidelity Stock* Screener (HYHRD);
*Screener results may include American Depository Receipts, Limited Partnerships and Master Limited Partnerships, Unit Trust Funds, Real Estate Investment Trusts, and other types of exchange traded securities.
- Dividend Yield is highest 20% in market
- Total Return (1 Year Annualized) is highest 20% in market
- Price Performance 5 days is highest 40% in market
- Price Performance 4 wk is highest 40% in market
- Price Performance 13 wk is highest 40% in market
- Price Performance 52 wk is highest 40% in market
- Return on Assets (TTM) is highest 20% in market
- Return on Equity (TTM) is highest 20% in market
- P/E (Intraday Price/TTM Earnings) is lowest 20% in market
- Equity Summary Score from StarMine is Neutral or Better (3.1 – 10.0)
- S&P Technical Evaluation is Not Bearish
Settings for sharebuilder (HYHRD);
Click Research Tab, Under Find Investments Tab, Select Stock Screener
- Basics, Dividend Yield (1) = 7%+
- Performance, Price, 52 wk = 30%+
- Performance, Price, 26 wk = 15%+
- Performance, Price, 13 wk = 7.5%+
- Performance, Price, 4 wk = 3%+
- Performance, Price, 5 day = 0%+
- Performance, Markit Consensus Hold or better
- Performance, Sabrient Hold or better
- Fundamentals, P/E Ratio Less than or equal to 15x
- Fundamentals, Return on Equity (TTM) (1) = 0%+
- Fundamentals, Return on Assets (TTM) (1) = 0%+
