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MyPlanIQ Advanced Investors Advanced Strategies P The Street`s 10 Dividend Stocks

P The Street`s 10 Dividend Stocks

(public) 0.41% November 29

10 Dividend Stocks Increasing Payouts

By Miriam Reimer 

The dividend universe has been out of favor for most retail investors the last few years, Lawrence Glazer, managing partner with Mayflower Advisors, said recently. The pendulum, however, has turned back toward the investment strategy lately as market watchers hedge against inflation and look for rising income streams.

Glazer told TheStreet that Europe- and U.S.-based large-cap dividend payers "are back in vogue now, relative to what was working last year." He said that for risk-averse investors trying to generate higher less-volatile returns -- but not necessarily beat the market -- investing in developed dividend payers makes a lot of sense.

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Delayed Holdings (As of 09/30/2011)
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Asset Fund in this portfolio Price change* Percentage
Asset1 HPQ (HP Inc) 5.59% 4.32%
Asset1 SLW (Silver Wheaton Corp. (USA)) 2.35% 17.86%
Asset1 ORCL (Oracle Corporation) 3.07% 11.33%
Asset1 FITB (Fifth Third Bancorp) 3.44% 8.57%
Asset1 QCOM (Qualcomm Incorporated) 2.99% 12.21%
Asset1 WMT (Walmart Inc) 0.06% 10.33%
Asset1 SPLS (Staples Inc) 3.34% 5.93%
Asset1 BK (Bank of New York Mellon) 4.03% 6.18%
Asset1 GG (Goldcorp Inc) 2.40% 11.97%
Asset1 PG (Procter & Gamble Company) 0.82% 11.30%

* 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 12/31/2005

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
P The Street`s 10 Dividend Stocks N/A -6.6% 12.0% -0.0% N/A
VFINX (Vanguard (S&P 500) Index) 7.9% 27.1% 8.5% 13.5% 12.5% 14.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 3.5% 15.3% 2.8% 7.7% 7.7% 9.7%

*   YTD: Year to Date
**  AR: Annualized Return
1 Yr 3 Yr 5 Yr 10 Yr Since
01/03/2006
2011 2010 2009 2008 2007 2006
Annualized Return(%) -6.6 12.0 -0.0 NA 2.1 -12.8 24.4 25.2 -29.7 1.8 16.4
Sharpe Ratio -0.42 0.48 -0.06 NA 0.01 -0.62 1.27 0.87 -0.68 -0.06 0.93
Draw Down(%) 23.8 27.0 50.1 NA 50.1 23.8 13.7 27.0 42.8 11.0 13.1
Standard Deviation(%) 23.6 25.7 29.0 NA 27.3 24.5 19.1 28.8 45.3 19.8 14.1
Treynor Ratio -0.11 0.13 -0.02 NA 0.0 -0.17 0.26 0.26 -0.3 -0.01 0.11
Alpha -0.03 0.01 0.01 NA 0.02 -0.04 0.04 0.01 0.06 -0.01 0.0
Beta 0.89 0.94 1.0 NA 1.0 0.89 0.95 0.95 1.03 1.16 1.22
RSquared 0.7 0.79 0.83 NA 0.82 0.7 0.8 0.81 0.87 0.89 0.73
Sortino Ratio -0.54 0.66 -0.08 NA 0.02 -0.8 1.8 1.26 -0.9 -0.09 1.42
Yield(%) 0.83 1.21 1.53 N/A 1.84 0.66 1.24 1.45 1.54 2.12 2.18
Dividend Growth(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2005

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 01/03/2006 when all charts have data
Strategies

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