Top 10 Net Payout Yields - June 2018

This article is a continuation of a monthly series highlighting the top net payout yield (NPY) stocks that was started back in June 2012 and explained in August 2012. The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the IB Asset Management model. Please review the original articles for more information on the NPY concept.
April/May Returns Below are two charts highlighting the monthly returns of the top 10 stocks from April (see list here). For presentation reasons, the chart is broken into the Top 5 and Next 5 lists and compared to the S&P 500 benchmark index along with the Cambria Shareholder Yield ETF (SYLD), which offers a fund for comparison purposes that is aligned with the NPY concept.
The Top 5 stocks had a couple of strong months in April and May as two stocks had big rallies. Both General Motors (GM) and CenturyLink (CTL) generated gains in excess of 10% for the period. Offsetting these big gains were the losses from Corning (GLW), American International Group (AIG), and Liberty Global (LBTYA). The S&P 500 index had a solid 2.4% gain for the two months and the Cambria fund produced a smaller 1.5% gain. In total, the Top 5 stocks gained 2.8% for May/April and outperformed the benchmark S&P 500 and the Shareholder Yield ETF.
AIG data by YCharts
The Next 5 stocks cooled off over the last couple of months. Only one stock in the form of O'Reilly Automotive (ORLY) had a sizable gain in... Read more