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5 Dividend Stocks Rewarding Shareholders
5 Dividend Stocks Rewarding Shareholders
(public) 0.22% February 09
BALTIMORE (Stockpickr) -- It's official: According to Howard Silverblatt at Standard & Poor's, the first four months of dividend increases in 2011 have already surpassed total dividend increases for the full year of 2010. In total, the 500 largest firms on Wall Street have increased their payouts by nearly $21 billion so far this year, a massive upswing in the cash that companies are willing to part with for the benefit of their shareholders.
But the dividend hikes that companies are paying out right now are even more significant than that massive $21 billion number suggests.
Delayed
Holdings (As of 12/30/2011)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | XOM (Exxon Mobil Corp) | 0.60% | 24.71% |
| Asset1 | KMB (Kimberly-Clark Corporation) | 0.59% | 22.28% |
| Asset1 | PPG (PPG Industries Inc) | 0.60% | 25.33% |
| Asset1 | AET (Aetna Inc) | 13.11% | |
| Asset1 | WFC (Wells Fargo & Company) | 0.72% | 14.57% |
* Day change on 12/30/2011.
Previous
Performance (As of 02/09/2012)
Since 12/31/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 Dividend Stocks Rewarding Shareholders | N/A | 8.4% | 16.6% | 4.6% | 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 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 8.4 | 16.6 | 4.6 | NA | 6.2 | 5.0 | 11.8 | 16.1 | 8.7 | -24.1 | 12.3 | 14.4 |
| Sharpe Ratio | 0.36 | 0.68 | 0.13 | NA | 0.19 | 0.51 | 0.5 | 0.89 | 0.26 | -0.59 | 0.54 | 0.94 |
| Draw Down(%) | 17.4 | 29.4 | 52.0 | NA | 52.0 | 2.4 | 17.4 | 15.1 | 35.5 | 35.9 | 9.1 | 5.6 |
| Standard Deviation(%) | 23.4 | 24.3 | 28.5 | NA | 26.3 | 9.8 | 23.5 | 18.0 | 32.9 | 42.6 | 17.1 | 11.9 |
| Treynor Ratio | 0.09 | 0.16 | 0.04 | NA | 0.05 | 0.06 | 0.12 | 0.17 | 0.08 | -0.25 | 0.1 | 0.13 |
| Alpha | 0.02 | 0.0 | 0.02 | NA | 0.02 | -0.04 | 0.04 | 0.01 | -0.06 | 0.08 | 0.03 | 0.02 |
| Beta | 0.96 | 1.03 | 1.01 | NA | 1.0 | 0.83 | 0.97 | 0.94 | 1.13 | 0.99 | 0.97 | 0.87 |
| RSquared | 0.91 | 0.88 | 0.89 | NA | 0.88 | 0.52 | 0.91 | 0.89 | 0.88 | 0.9 | 0.84 | 0.53 |
| Sortino Ratio | 0.5 | 0.98 | 0.19 | NA | 0.26 | 1.01 | 0.69 | 1.28 | 0.38 | -0.79 | 0.74 | 1.27 |
| Yield(%) | 2.43 | 2.62 | 2.58 | N/A | 2.51 | 0.12 | 2.64 | 2.52 | 2.7 | 2.42 | 2.41 | 2.22 |
| Dividend Growth(%) | N/A | 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
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