Old Screening Criteria (retired 11/13/13)

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, 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
  • Dividend Yield > 7%
  • Price/Earnings < 15
  • Exchanges (checked: NYSE Nasdaq AMEX)

Settings for finviz (HYHRD);

  • Industry = Stocks Only (ex-Funds)
  • Country = USA
  • P/E = Low (<15)
  • Dividend Yield Over 7%
  • Return on Assets = Positive > 0%
  • Return on Equity = Positive > 0%
  • Performance = Year +30%
  • Moving Average = Price above SMA20
  • Moving Average = Price above SMA50
  • Moving Average = Price above SMA200

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 >= 7%
  • Total Return (1 Year Annualized) is >= 30%
  • Return on Assets (TTM) is >= 0
  • Return on Equity (TTM) is >= 0
  • P/E (Intraday Price/TTM Earnings) is <= 15
  • Security Type is Common Stock
  • Exchange is AMEX, NASDAQ, NYSE
  • Ex. Dividend Date (Most Recent) is in the last 14 weeks

Settings for sharebuilder (HYHRD);
Click Research Tab, Under Find Investments Tab, Select Stock Screener

  • Basics, Dividend Yield (1) >= 7%
  • Basics, Automatic Investing (1) = Eligible
  • Performance, Price (1), 52 wk >= 30%
  • Fundamentals, P/E Ratio Less than or equal to 15x
  • Fundamentals, Return on Equity (TTM) (1) >= 0%
  • Fundamentals, Return on Assets (TTM) (1) >= 0%

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