Tracking high-yield stocks over 46 years

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While Canadian stocks with generous yields have thrived over the past few decades, investors should expect some nasty bumps along the way

The Canadian stock market as a whole was bested again by high-yield stocks in 2022. But that shouldn’t be a surprise, because stocks with high yields have outperformed in 28 of the past 46 years – often by a substantial margin.

Today I’ll focus on four of the portfolios tracked by Prof. French, which represent a mere fraction of his wider efforts. The first is a market portfolio that includes all the Canadian stocks in his database with book values. The good returns are partly the result of a large number of solid dividend payers making up for a few dividend duds. Prof. French’s portfolios are also weighted by market capitalization, which means they invest more in large stocks than smaller stocks. As a result, the returns of the large stocks tend to dominate, which helps to weed out depressed stocks.

Speaking of duds, the long-term returns of the zero-yield portfolio are shockingly poor. Things started on a good note in the late 1970s, when the zero-yield portfolio jumped skyward and peaked in the summer of 1981. But then it collapsed rapidly, and has yet to fully recover. Overall, it gained an average of 2.7 per cent from the end of 1976 to the end of 2022.

has done very well over the years without paying a dividend. I hope Shopify, and the others, will grow and help to reverse the fortunes of the zero-yield portfolio.)

 

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