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P The Fools You Should Own These 7 Dividend Triplers
P The Fools You Should Own These 7 Dividend Triplers
(public) 0.68% November 29
If you want income from your stock portfolio, there's no better place to look than top dividend-paying stocks.
Fortunately, you don't have to sacrifice quality or safety to find
stocks that have increased their dividend payouts substantially in
recent years more...
Delayed
Holdings (As of 09/30/2011)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | UTX (Raytheon Technologies Corporation) | 2.84% | 12.63% |
Asset1 | MCD (McDonald’s Corporation) | 1.08% | 17.60% |
Asset1 | MDT (Medtronic PLC) | 2.12% | 9.70% |
Asset1 | INTC (Intel Corporation) | 3.92% | 12.73% |
Asset1 | DVN (Devon Energy Corporation) | 3.87% | 10.99% |
Asset1 | TXN (Texas Instruments Incorporated) | 1.99% | 14.25% |
Asset1 | ROST (Ross Stores Inc) | 0.38% | 22.10% |
* Day change on 09/30/2011.
Performance (As of 11/29/2011)
Since 04/02/2010
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P The Fools You Should Own These 7 Dividend Triplers | N/A | 9.0% | N/A | N/A | N/A | |
VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/05/2010 |
2011 | 2010 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 9.0 | NA | NA | NA | 9.2 | 6.0 | 9.4 |
Sharpe Ratio | 0.19 | NA | NA | NA | 0.35 | 0.11 | 0.5 |
Draw Down(%) | 18.1 | NA | NA | NA | 18.1 | 18.1 | 14.8 |
Standard Deviation(%) | 20.0 | NA | NA | NA | 19.8 | 20.9 | 18.5 |
Treynor Ratio | 0.03 | NA | NA | NA | 0.07 | 0.02 | 0.1 |
Alpha | 0.02 | NA | NA | NA | 0.03 | 0.03 | 0.03 |
Beta | 1.15 | NA | NA | NA | 1.01 | 1.17 | 0.94 |
RSquared | 0.37 | NA | NA | NA | 0.5 | 0.37 | 0.71 |
Sortino Ratio | 0.25 | NA | NA | NA | 0.48 | 0.15 | 0.73 |
Yield(%) | 1.08 | N/A | N/A | N/A | 2.51 | 0.97 | 1.53 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2010
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