Boost Return By Adding 3 Dividend Stocks To The 'Swensen Six' Core ETFs

Building on an asset allocation plan advocated by David Swensen in his book, Unconventional Success, three dividend-oriented stocks are added to improve projected return and increase the Return/Risk ratio. Using the original Strategic Asset Allocation [SAA] plan laid out in the "Swensen Six" core of ETFs, the 30% allocation to equities is not changed. A screen was created to sift through over 9,000 stocks to find companies with the following characteristics. 1) Dividends increased each year for the past seven years. 2) Free-Cash flow was positive over the past 12 months. 3) P/E ratio was less than the industry average. 4) Price/Book ratio was below the industry average. Listed below are the only three individual stocks that passes this tight screen. Alterra Capital Holdings Limited (ALTE) is an insurance holding company providing diversified specialty insurance and reinsurance products to corporations, public entities and property and casualty insurers. National HealthCare Corporation... Read more