FOOLISH FOUR PORTFOLIO
Foolish Four History
1961-1999
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The stocks below are the ones selected as Foolish Four stocks by the RP process for each year that our database covers. Total returns for each stock are listed as well as the Foolish Four's total return (the average of the four stocks) and the Dow and S&P 500 returns for comparison. All returns include dividends and are adjusted for splits, spin-offs, mergers, etc. The stocks are listed in RP order, higher ratio first.
Things to notice:
- Not all selected stocks are winners
- The Foolish Four doesn't beat the market every year -- just most years.
- On average, two-three stocks stay on for a second year -- some stay on for several years.
1999 |
|
|
Caterpillar |
CAT |
5.28% |
|
International Paper |
IP |
34.12% |
|
Morgan, J.P. |
JPM |
17.00% |
|
MN, Mining & Man. |
MMM |
29.47% |
|
Average Returns |
|
Foolish 4 |
|
21.47% |
|
S&P500 |
|
+21.04% |
|
Dow 30 |
|
+20.57% |
1997 |
|
|
|
1998 |
|
|
Philip Morris |
MO |
26.22% |
|
General Motors |
GM |
19.47% |
Chevron |
CHV |
21.77% |
|
Eastman Kodak |
EK |
14.65% |
Int'l Paper |
IP |
10.63% |
|
Chevron |
CHV |
8.42% |
Morgan, J.P. |
JPM |
19.32% |
|
Exxon Corp |
XON |
20.02% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
19.49% |
|
Foolish 4 |
|
15.64% |
S&P500 |
|
33.36% |
|
S&P500 |
|
28.70% |
Dow 30 |
|
22.33% |
|
Dow 30 |
|
15.99% |
|
|
|
|
|
|
|
1995 |
|
|
|
1996 |
|
|
Philip Morris |
MO |
65.79% |
|
Texaco |
TX |
30.70% |
Morgan, J.P. |
JPM |
49.00% |
|
Philip Morris |
MO |
26.15% |
Texaco |
TX |
35.45% |
|
Morgan, J.P. |
JPM |
23.49% |
Exxon Corp |
XON |
37.94% |
|
Exxon Corp |
XON |
25.89% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
47.05% |
|
Foolish 4 |
|
26.56% |
S&P500 |
|
37.43% |
|
S&P500 |
|
23.07% |
Dow 30 |
|
36.69% |
|
Dow 30 |
|
24.32% |
|
|
|
|
|
|
|
1993 |
|
|
|
1994 |
|
|
IBM |
IBM |
18.11% |
|
Westinghouse |
WX |
-6.73% |
Union Carbide |
UK |
38.52% |
|
Union Carbide |
UK |
27.07% |
American Express |
AXP |
22.50% |
|
American Express |
AXP |
12.78% |
Eastman Kodak |
EK |
41.90% |
|
Texaco |
TX |
-2.75% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
30.26% |
|
Foolish 4 |
|
7.59% |
S&P500 |
|
9.99% |
|
S&P500 |
|
1.31% |
Dow 30 |
|
17.91% |
|
Dow 30 |
|
3.73% |
|
|
|
|
|
|
|
1991 |
|
|
|
1992 |
|
|
Sears |
S |
57.00% |
|
American Express |
AXP |
24.10% |
General Motors |
GM |
-4.82% |
|
Union Carbide |
UK |
63.10% |
Union Carbide |
UK |
31.34% |
|
General Motors |
GM |
10.56% |
Allied Signal |
ALD |
55.71% |
|
Sears |
S |
22.01% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
34.81% |
|
Foolish 4 |
|
29.94% |
S&P500 |
|
30.55% |
|
S&P500 |
|
7.67% |
Dow 30 |
|
30.36% |
|
Dow 30 |
|
11.00% |
|
|
|
|
|
|
|
1989 |
|
|
|
1990 |
|
|
USX, Inc. |
X |
27.86% |
|
Allied Signal |
ALD |
-15.76% |
Chevron |
CHV |
57.21% |
|
Union Carbide |
UK |
-27.18% |
Texaco |
TX |
37.69% |
|
Sears |
S |
-28.06% |
AT&T |
T |
66.64% |
|
Eastman Kodak |
EK |
0.58% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
47.35% |
|
Foolish 4 |
|
-17.61% |
S&P500 |
|
31.49% |
|
S&P500 |
|
-3.17% |
Dow 30 |
|
31.95% |
|
Dow 30 |
|
-9.14% |
|
|
|
|
|
|
|
1987 |
|
|
|
1988 |
|
|
Texaco |
TX |
3.40% |
|
Primerica |
PRM |
16.65% |
USX, Inc. |
X |
49.49% |
|
Allied Signal |
ALD |
13.93% |
AT&T |
T |
16.63% |
|
General Motors |
GM |
37.94% |
General Motors |
GM |
2.06% |
|
Sears |
S |
19.79% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
17.89% |
|
Foolish 4 |
|
22.08% |
S&P500 |
|
5.23% |
|
S&P500 |
|
16.81% |
Dow 30 |
|
15.72% |
|
Dow 30 |
|
13.78% |
|
|
|
|
|
|
|
1985 |
|
|
|
1986 |
|
|
Union Carbide |
UK |
107.16% |
|
Chevron |
CHV |
29.07% |
Chevron |
CHV |
31.36% |
|
AT&T |
T |
7.41% |
AT&T |
T |
34.16% |
|
Goodyear Tire |
GT |
43.47% |
Goodyear Tire |
GT |
26.60% |
|
Exxon Corp |
XON |
38.72% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
49.82% |
|
Foolish 4 |
|
29.67% |
S&P500 |
|
32.16% |
|
S&P500 |
|
18.47% |
Dow 30 |
|
30.98% |
|
Dow 30 |
|
21.87% |
|
|
|
|
|
|
|
1983 |
|
|
|
1984 |
|
|
Texaco |
TX |
24.90% |
|
Texaco |
TX |
4.96% |
American Can |
AC |
60.24% |
|
Standard Oil, CA |
SD |
-3.96% |
Woolworth |
Z |
44.85% |
|
AT&T |
T |
26.13% |
Standard Oil, CA |
SD |
16.88% |
|
American Can |
AC |
14.07% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
36.72% |
|
Foolish 4 |
|
10.30% |
S&P500 |
|
22.51% |
|
S&P500 |
|
6.27% |
Dow 30 |
|
35.35% |
|
Dow 30 |
|
-0.12% |
|
|
|
|
|
|
|
1981 |
|
|
|
1982 |
|
|
Goodyear Tire |
GT |
16.12% |
|
Woolworth |
Z |
50.96% |
American Can |
AC |
24.27% |
|
Sears |
S |
81.39% |
Johns Manville |
JM |
-32.48% |
|
Exxon Corp |
XON |
3.64% |
AT&T |
T |
30.74% |
|
Goodyear Tire |
GT |
91.52% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
9.66% |
|
Foolish 4 |
|
56.88% |
S&P500 |
|
-4.91% |
|
S&P500 |
|
21.41% |
Dow 30 |
|
-3.30% |
|
Dow 30 |
|
19.80% |
|
|
|
|
|
|
|
1979 |
|
|
|
1980 |
|
|
Texaco |
TX |
25.50% |
|
US Steel |
X |
51.25% |
Woolworth |
Z |
33.81% |
|
du Pont |
DD |
12.93% |
Owens Illinois |
OI |
22.91% |
|
General Motors |
GM |
-1.62% |
U S Steel |
X |
-11.41% |
|
Bethlehem Steel |
BS |
34.22% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
17.70% |
|
Foolish 4 |
|
24.20% |
S&P500 |
|
18.44% |
|
S&P500 |
|
32.42% |
Dow 30 |
|
15.63% |
|
Dow 30 |
|
25.29% |
|
|
|
|
|
|
|
1977 |
|
|
|
1978 |
|
|
Westinghouse |
WX |
8.41% |
|
Goodyear Tire |
GT |
1.01% |
Int'l Harvester |
HR |
-4.07% |
|
Woolworth |
Z |
12.30% |
American Can |
AC |
5.62% |
|
Texaco |
TX |
-5.45% |
Goodyear Tire |
GT |
-21.79% |
|
Int'l Harvester |
HR |
31.73% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
-2.96% |
|
Foolish 4 |
|
9.89% |
S&P500 |
|
-7.18% |
|
S&P500 |
|
6.56% |
Dow 30 |
|
-12.58% |
|
Dow 30 |
|
2.53% |
|
|
|
|
|
|
|
1975 |
|
|
|
1976 |
|
|
Woolworth |
Z |
136.20% |
|
Texaco |
TX |
23.56% |
Westinghouse |
WX |
41.70% |
|
Int'l Harvester |
HR |
49.68% |
Goodyear Tire |
GT |
73.64% |
|
American Can |
AC |
33.47% |
Anaconda Co. |
A |
23.28% |
|
Standard Oil, CA |
SD |
45.00% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
68.71% |
|
Foolish 4 |
|
37.93% |
S&P500 |
|
37.20% |
|
S&P500 |
|
23.84% |
Dow 30 |
|
44.25% |
|
Dow 30 |
|
29.36% |
|
|
|
|
|
|
|
1973 |
|
|
|
1974 |
|
|
US Steel |
X |
24.82% |
|
Johns Manville |
JM |
26.02% |
General Foods |
GF |
-9.74% |
|
Goodyear Tire |
GT |
-7.84% |
American Brands |
AMB |
-16.56% |
|
American Can |
AC |
18.88% |
Allied Chemical* |
ACD |
71.63% |
|
United Aircraft |
UA |
42.95% |
Bethlehem Steel* |
BS |
16.26% |
|
|
|
|
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
17.28% |
|
Foolish 4 |
|
20.00% |
S&P500 |
|
-14.66% |
|
S&P500 |
|
-26.47% |
Dow 30 |
|
-10.86% |
|
Dow 30 |
|
-15.64% |
|
|
|
|
|
|
|
1971 |
|
|
|
1972 |
|
|
Bethlehem Steel |
BS |
35.33% |
|
American Can |
AC |
-1.24% |
US Steel |
X |
0.78% |
|
US Steel |
X |
7.30% |
Int'l Harvester |
HR |
13.64% |
|
AT&T |
T |
25.03% |
Allied Chemical |
ACD |
29.20% |
|
Int'l Harvester |
HR |
35.29% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
19.74% |
|
Foolish 4 |
|
16.59% |
S&P500 |
|
14.31% |
|
S&P500 |
|
18.98% |
Dow 30 |
|
9.10% |
|
Dow 30 |
|
16.69% |
|
|
|
|
|
|
|
1969 |
|
|
|
1970 |
|
|
US Steel |
X |
-14.60% |
|
Bethlehem Steel |
BS |
-10.41% |
Int'l Harvester |
HR |
-24.78% |
|
US Steel |
X |
-0.29% |
American Brands |
AMB |
-3.53% |
|
Anaconda Co. |
A |
-25.12% |
Int'l Paper |
IP |
9.28% |
|
Chrysler |
C |
-20.99% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
-8.41% |
|
Foolish 4 |
|
-14.20% |
S&P500 |
|
-8.50% |
|
S&P500 |
|
4.01% |
Dow 30 |
|
-9.27% |
|
Dow 30 |
|
5.04% |
|
|
|
|
|
|
|
1967 |
|
|
|
1968 |
|
|
Chrysler |
C |
86.40% |
|
US Steel |
X |
8.96% |
Int'l Paper |
IP |
27.00% |
|
Int'l Harvester |
HR |
9.26% |
Am. Tobacco |
AT |
7.24% |
|
Int'l Paper |
IP |
22.31% |
US Steel |
X |
15.65% |
|
Woolworth |
Z |
32.84% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
34.07% |
|
Foolish 4 |
|
18.34% |
S&P500 |
|
23.98% |
|
S&P500 |
|
11.06% |
Dow 30 |
|
21.75% |
|
Dow 30 |
|
10.11% |
|
|
|
|
|
|
|
1965 |
|
|
|
1966 |
|
|
Bethlehem Steel |
BS |
18.21% |
|
Am. Tobacco |
AT |
-12.86% |
American Can |
AC |
32.28% |
|
Bethlehem Steel |
BS |
-19.31% |
Woolworth |
Z |
16.29% |
|
Woolworth |
Z |
-33.73% |
Int'l Paper |
IP |
-3.42% |
|
Allied Chemical |
ACD |
-25.67% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
15.84% |
|
Foolish 4 |
|
-22.89% |
S&P500 |
|
12.45% |
|
S&P500 |
|
-10.06% |
Dow 30 |
|
17.31% |
|
Dow 30 |
|
-15.08% |
|
|
|
|
|
|
|
1963 |
|
|
|
1964 |
|
|
Am. Tobacco |
AT |
1.28% |
|
Bethlehem Steel |
BS |
12.31% |
Int'l Paper |
IP |
27.99% |
|
United Aircraft |
UA |
54.07% |
Anaconda Co. |
A |
23.17% |
|
American Can |
AC |
3.71% |
Johns Manville |
JM |
22.02% |
|
Westinghouse |
WX |
28.53% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
18.62% |
|
Foolish 4 |
|
24.66% |
S&P500 |
|
22.80% |
|
S&P500 |
|
16.48% |
Dow 30 |
|
22.98% |
|
Dow 30 |
|
17.94% |
|
|
|
|
|
|
|
1961 |
|
|
|
1962 |
|
|
Bethlehem Steel |
BS |
10.73% |
|
United Aircraft |
UA |
27.51% |
United Aircraft |
UA |
17.22% |
|
Int'l Harvester |
HR |
0.29% |
Int'l Harvester |
HR |
26.07% |
|
American Can |
AC |
2.70% |
Standard Oil, NJ |
J |
28.00% |
|
Standard Oil, NJ |
J |
21.04% |
Average Returns |
|
|
Average Returns |
|
Foolish 4 |
|
20.50% |
|
Foolish 4 |
|
12.89% |
S&P500 |
|
26.89% |
|
S&P500 |
|
-8.73% |
Dow 30 |
|
22.74% |
|
Dow 30 |
|
-7.25% |
* In 1973, Allied Chemical and Bethlehem Steel had identical dividends and closing prices, and thus identical RP ratios. Since there was no way to distinguish between the two stocks, both were included, making that year's Foolish Four a Foolish Five.
A complete performance listing of all Dow stocks is in the the Dow Dividend Spreadsheet, available in Foolmart. The spreadsheet also shows the returns of a number of other popular and/or new Dow Investing Strategies.