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:

  1. Not all selected stocks are winners
  2. The Foolish Four doesn't beat the market every year -- just most years.
  3. 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.