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MyPlanIQ Advanced Investors Advanced Strategies Dividend Aristocrats for 2012

Dividend Aristocrats for 2012

live (public) 0.44% May 03

Dividend stocks are going to be a focus for the coming few years and we continue to look for ideas that can help provide income and mitigate against the worst of the continuing financial turbulence.

  • 3M (NYSE: MMM) produces more than 50,000 products. Even in 2009, one of the "worst economic times in memory," according to CEO George Buckley, the company still released more than 1,000 new products.This is a double edged sword with diversified products to minimize the impact of any one business going south against not being a dominant player in one large market. It has also increased its dividend for 53 consecutive years.
  • McDonald's (NYSE: MCD) isn't a surprise having been on the RADAR for many companies. However, there has been some bad news recently. Despite this, Brendan believes 2012 could be very profitable. The company is yielding 2.9%, and has increased that dividend for 35 consecutive years.
  • Sysco (NYSE: SYY) is his surprise pick. Sysco is North America's leading food-service distributor, commanding 17% of the market. The company is the highest dividend yielder of the three, at 3.7%, and has been able to grow that dividend for 42 straight years.


Holdings (As of 05/03/2024)
Asset Fund in this portfolio Price change* Percentage
Asset1 MMM (3M Company) 0.35% 11.37%
Asset1 MCD (McDonald’s Corporation) 1.08% 69.67%
Asset1 SYY (Sysco Corporation) 1.49% 18.96%

* Day change on 05/03/2024.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 05/03/2024)

Since 03/17/2005

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
Dividend Aristocrats for 2012 -3.9% -1.7% 2.6% 5.4% 10.2% 12.6%
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
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
03/17/2005
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) -0.5 -3.9 -1.7 2.6 5.4 10.2 12.6 10.5 9.7 -4.3 19.8 2.7 14.5 -1.2 32.8 17.6 14.6 8.4 23.7 -0.6 19.5 17.6 17.7 -9.4 13.4 20.4 -1.5
Sharpe Ratio NA -0.38 -0.43 0.02 0.17 0.5 NA 0.53 0.42 -0.3 1.4 0.06 1.09 -0.16 3.66 1.42 0.95 0.79 2.25 -0.06 1.15 1.24 0.86 -0.33 0.7 1.39 -0.22
Draw Down(%) NA 7.1 16.4 16.4 39.9 39.9 NA 39.9 16.4 16.1 6.4 39.9 6.6 13.6 2.7 9.6 9.1 8.0 6.3 10.5 10.5 8.6 20.1 23.2 7.6 11.2 9.7
Standard Deviation(%) NA 13.7 12.8 15.5 22.2 18.2 NA 17.7 13.0 18.9 14.1 39.6 12.0 16.3 8.8 12.2 15.3 10.6 10.5 11.1 16.9 14.1 20.5 31.3 14.8 12.3 15.1
Treynor Ratio NA -0.14 -0.11 0.0 0.05 0.15 NA 0.47 0.09 -0.1 0.29 0.03 0.23 -0.13 -4.03 -98.68 -1.64 -1.61 16.68 -0.2 -1.7 -4.67 -2.13 0.78 -0.99 -2.82 0.25
Alpha NA -0.08 -0.06 -0.01 -0.01 0.02 NA 0.03 -0.02 0.03 0.01 -0.04 -0.01 0.0 0.12 0.07 0.06 0.04 0.09 0.0 0.08 0.07 0.08 -0.05 0.04 0.07 -0.01
Beta NA 0.37 0.49 0.59 0.79 0.59 NA 0.2 0.59 0.57 0.69 0.97 0.58 0.2 -0.08 0.0 -0.09 -0.05 0.01 0.03 -0.11 -0.04 -0.08 -0.13 -0.11 -0.06 -0.13
RSquared NA 0.1 0.2 0.44 0.58 0.33 NA 0.05 0.35 0.54 0.4 0.72 0.36 0.04 0.0 0.0 0.01 0.0 0.0 0.0 0.02 0.0 0.01 0.03 0.01 0.0 0.01
Sortino Ratio NA -0.49 -0.58 0.02 0.24 0.69 NA 0.75 0.59 -0.41 2.05 0.08 1.47 -0.21 6.27 2.04 1.51 1.11 3.3 -0.08 1.66 1.86 1.22 -0.47 0.97 2.04 -0.31
Yield(%) N/A 1.33 3.18 2.71 2.33 2.45 N/A 2.74 2.73 2.38 2.7 1.0 2.06 1.34 0.85 4.33 3.45 3.49 3.52 3.06 3.22 3.15 3.49 2.95 2.74 2.53 1.65
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 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 03/17/2005

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 03/17/2005 when all charts have data
Strategies

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