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MyPlanIQ Advanced Investors Advanced Strategies 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.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

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

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 04/05/2010 when all charts have data
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