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Geraldine Weiss Lite Dividend Screen 10 Qualifying in UK

Geraldine Weiss Dividends is an income investing strategy based on some of the rules used by US investor Geraldine Weiss. The approach targets large capitalisation companies with relatively high yields, and uses the dividend yield as a measure of value together with quality factors. It buys stocks when their yields are close to their historical highs and then sells them when the yields drift lower. Weiss is reported to use 7 core criteria in her strategy, including a comparison of a stock's historic average yield with its current yield. Weiss said: "Dividends provide a cushion of safety when a stock starts going down. When the stock price drops, the yield gets to very attractive levels, so many investors will step in and buy, reversing the trend of the stock." Weiss has been writing the Investment Quality Trends newsletter since 1966. In January 2000, it began publishing a list of its top 13 picks for the upcoming year. Dubbed "The Lucky 13", these selections have generated a claimed average total annual gain of 15.18%.

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This is an independent study based upon the methods of...
Picture of Geraldine Weiss

Geraldine Weiss

Known as the Grande Dame of Dividends, one of the most famous female investors in the world. Former editor of Investment Quality Trends. Author of Dividends don't Lie.

The Dividend Connection

by Geraldine Weiss, Gregory Weiss

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This screen is based on a UK dataset. It uses the following criteria:

  • Div Streak > 5
  • DPS Increases > 3
  • DPS Decreases < 1
  • 10y EPS Increases > 3
  • Yield % > 0.9 * Yield % 5y High Avg (Weiss)
  • Payout Ratio % < 50
  • LT Debt / Avg Assets < 50
  • Current Ratio >= 2
  • P/E < 20

Results are sorted by:

  • DPS Gwth % in descending order


And limited to the first 50 Results


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Performance Tracking


Returns FTSE 100
1 week 1.5% 1.4% 3.1% -10.0%
1 month 0.4% -0.3% -4.9% -11.4%
3 months -6.6% -6.9% -16.5% -16.1%
6 months -12.8% -8.9% -17.3% -14.7%
1 year -25.7% -17.0% -13.6% -12.9%
2 years -20.4% 4.6% - -8.5%
Annualised 0.4% 1.2% -10.0%
 
Risks
Max Drawdown -33.6% -23.0% -25.9%
Avg Holdings 4.2 5.4 15.9
Diversification Low Low Good

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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Ticker Name Div Streak DPS Increases DPS Decreases 10y EPS Increases Yield % Yield % 5y High Avg (Weiss) Shares Out Payout Ratio % LT Debt / Avg Assets Current Ratio DPS Gwth %
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Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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