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Next 5 Dividend Stocks Rewarding Shareholders
Next 5 Dividend Stocks Rewarding Shareholders
(public) 0.41% February 17
BALTIMORE (Stockpickr) -- Dividend stocks had another strong week last week, with dozens of firms announcing dividend payouts or increases timed around their earnings releases for this quarter. While the market isn't currently reflecting the fundamental outperformance stocks are showing this earnings season, investors are turning to dividend-payers to get gains out of their portfolios.
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 | CSX (CSX Corporation) | 0.19% | 47.64% |
| Asset1 | HOG (Harley-Davidson Inc) | 0.31% | 15.78% |
| Asset1 | PEP (PepsiCo Inc) | 0.29% | 24.15% |
| Asset1 | LM (Legg Mason Inc) | 0.46% | 4.02% |
| Asset1 | MAR (Marriott International Inc) | 0.34% | 8.41% |
* Day change on 12/30/2011.
Previous
Performance (As of 02/17/2012)
Since 12/31/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Next 5 Dividend Stocks Rewarding Shareholders | N/A | -7.3% | 29.4% | 0.1% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 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 01/03/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.3 | 29.4 | 0.1 | NA | 2.2 | 5.0 | -2.7 | 29.7 | 37.9 | -39.3 | -3.4 | 6.7 |
| Sharpe Ratio | -0.26 | 1.02 | -0.02 | NA | 0.03 | 0.27 | -0.1 | 1.23 | 0.99 | -0.91 | -0.34 | 0.17 |
| Draw Down(%) | 26.1 | 26.1 | 63.8 | NA | 63.8 | 5.9 | 26.1 | 18.0 | 37.7 | 52.8 | 16.5 | 19.0 |
| Standard Deviation(%) | 27.8 | 28.7 | 32.1 | NA | 30.1 | 18.5 | 27.5 | 24.0 | 38.1 | 44.3 | 19.3 | 19.5 |
| Treynor Ratio | -0.07 | 0.25 | -0.01 | NA | 0.01 | 0.03 | -0.03 | 0.24 | 0.31 | -0.42 | -0.06 | 0.03 |
| Alpha | -0.03 | 0.02 | 0.01 | NA | 0.01 | -0.22 | -0.01 | 0.05 | 0.03 | -0.01 | -0.03 | -0.03 |
| Beta | 1.09 | 1.17 | 1.06 | NA | 1.07 | 1.55 | 1.08 | 1.21 | 1.24 | 0.96 | 1.01 | 1.26 |
| RSquared | 0.83 | 0.79 | 0.78 | NA | 0.76 | 0.56 | 0.84 | 0.84 | 0.78 | 0.79 | 0.71 | 0.43 |
| Sortino Ratio | -0.35 | 1.48 | -0.03 | NA | 0.04 | 0.47 | -0.13 | 1.77 | 1.45 | -1.2 | -0.44 | 0.21 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| 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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