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Streets 10 Dividend Stocks That Can Be Beaten
Streets 10 Dividend Stocks That Can Be Beaten
(public) 0.11% November 29
Delayed
Holdings (As of 09/30/2011)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | INTC (Intel Corporation) | 3.92% | 8.57% |
| Asset1 | T (AT&T Inc) | 1.11% | 9.30% |
| Asset1 | PFE (Pfizer Inc) | 1.67% | 4.36% |
| Asset1 | BAC (Bank of America Corp) | 3.62% | 1.24% |
| Asset1 | AXP (American Express Company) | 3.90% | 9.40% |
| Asset1 | MCD (McDonald’s Corporation) | 1.08% | 30.86% |
| Asset1 | DD (Dupont De Nemours Inc) | 5.39% | 7.26% |
| Asset1 | CSCO (Cisco Systems Inc) | 2.21% | 6.96% |
| Asset1 | PG (Procter & Gamble Company) | 0.82% | 9.12% |
| Asset1 | BA (The Boeing Company) | 2.98% | 12.93% |
* Day change on 09/30/2011.
Previous
Performance (As of 11/29/2011)
Since 10/24/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Streets 10 Dividend Stocks That Can Be Beaten | N/A | 7.7% | 13.8% | 1.5% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/24/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 7.7 | 13.8 | 1.5 | NA | 8.0 | 5.2 | 13.9 | 23.1 | -32.7 | 6.2 | 24.4 | 5.0 | 2.6 | 38.2 | 2.8 |
| Sharpe Ratio | 0.21 | 0.66 | 0.0 | NA | 0.31 | 0.14 | 0.79 | 0.89 | -0.86 | 0.21 | 1.8 | 0.25 | 0.13 | 1.94 | 0.11 |
| Draw Down(%) | 13.6 | 26.9 | 53.1 | NA | 53.1 | 13.6 | 13.9 | 26.9 | 41.7 | 9.7 | 8.2 | 6.6 | 9.8 | 17.4 | 8.7 |
| Standard Deviation(%) | 18.6 | 22.4 | 25.0 | NA | 21.0 | 19.4 | 17.6 | 25.9 | 39.4 | 15.5 | 11.7 | 11.5 | 12.9 | 19.3 | 23.1 |
| Treynor Ratio | 0.05 | 0.17 | 0.0 | NA | 0.07 | 0.03 | 0.15 | 0.25 | -0.36 | 0.04 | 0.21 | 0.03 | 0.02 | 0.35 | 0.02 |
| Alpha | 0.03 | 0.02 | 0.02 | NA | 0.02 | 0.04 | 0.01 | 0.01 | 0.02 | 0.01 | 0.04 | 0.01 | -0.03 | 0.03 | 0.07 |
| Beta | 0.79 | 0.88 | 0.91 | NA | 0.93 | 0.79 | 0.93 | 0.92 | 0.93 | 0.91 | 1.02 | 0.98 | 1.06 | 1.07 | 1.08 |
| RSquared | 0.89 | 0.91 | 0.92 | NA | 0.9 | 0.89 | 0.91 | 0.93 | 0.93 | 0.88 | 0.75 | 0.77 | 0.83 | 0.89 | 0.92 |
| Sortino Ratio | 0.28 | 0.93 | 0.0 | NA | 0.43 | 0.19 | 1.13 | 1.28 | -1.16 | 0.28 | 2.83 | 0.36 | 0.18 | 3.01 | 0.17 |
| Yield(%) | 1.77 | 2.84 | 2.73 | N/A | 2.6 | 1.72 | 3.03 | 3.39 | 2.61 | 2.42 | 2.46 | 3.74 | 1.73 | 1.9 | 0.39 |
| 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2002
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