Portfolio vs. Portfolio

Dogs of the Dow vs. SRI Inspired

Dogs of the Dow

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  • Expected Return: 7.2%
  • Volatility: 11.1%Check
  • Efficiency Ratio: 0.63

Holdings

  • Name Ticker Wgt. Exp. Return Volatility
  • Verizon... VZ 11.1% 7.3% 14.5%
  • Pfizer ... PFE 14.0% 8.1% 14.4%
  • Merck &... MRK 14.8% 8.7% 14.7%
  • Johnson... JNJ 14.7% 10.8% 11.8%
  • Intel C... INTC 13.1% 7.8% 20.3%
  • E. I. d... DD 11.9% 3.8% 27.2%
  • McDonal... MCD 12.1% 10.2% 12.4%
  • Chevron... CVX 8.4% -2.8% 18.2%
  • Cash $0.00

SRI Inspired

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  • Expected Return: 10.1%Check
  • Volatility: 11.1%
  • Efficiency Ratio: 0.89Check

Holdings

  • Name Ticker Wgt. Exp. Return Volatility
  • Eaton C... ETN 9.3% 3.7% 26.0%
  • Alphabe... GOOGL 18.7% 24.2% 23.7%
  • Starbuc... SBUX 9.5% 12.9% 18.9%
  • Interna... IBM 6.8% -3.1% 16.4%
  • Johnson... JNJ 12.0% 10.8% 11.8%
  • Intel C... INTC 10.8% 7.8% 20.3%
  • Becton,... BDX 13.9% 12.8% 14.8%
  • Spectra... SE 9.8% 1.1% 19.9%
  • Procter... PG 9.3% 4.9% 12.6%
  • Cash $0.00