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MyPlanIQ Advanced Investors Advanced Strategies 7 Stocks That Initiated Dividends in 2011

7 Stocks That Initiated Dividends in 2011

live (public) 0.00% September 10

As we are likely to be in a financial environment where income is going to be squeezed, companies that have dividends are going to be valued more highly. Not only that, but there is anecdotal evidence to suggest that a commitment to paying the investor, reduces the focus on fattening the bonuses that go to management. In any case, Dan Caplinger noted seven companies that started to pay dividends -- either for the first time or after a significant break.

We have noted that some companies increase dividends to attract buyers and can be a danger sign. Despite this, it is good to see an increasing number of companies offering dividends and it will be interesting to see how they fare.


Stock

Current Dividend Yield
Ford (F) 1.9%*
Hecla Mining (HL) 1.6%
Titanium Metals (TIE) 2.0%
Cisco Systems (CSCO) 1.3%
Royal Caribbean (RCL) 1.6%
Cypress Semiconductor (CY) 2.2%
Amgen (AMGN) 2.3%*

Source: Yahoo! Finance. *Ford and Amgen have announced new dividend policies but haven't yet paid them.


This is a diversified set of equities. The selection  may not be attractive today but is worth tracking and comparing with our dividend ETF benchmark.

 

Holdings (As of 09/10/2020)
Asset Fund in this portfolio Price change* Percentage
Asset1 F (Ford Motor Company) 0.86% 0.01%
Asset1 HL (Hecla Mining Company) 1.75% 0.02%
Asset1 CSCO (Cisco Systems Inc) 1.40% 0.04%
Asset1 RCL (Royal Caribbean Cruises Ltd) 0.04% 0.03%
Asset1 CY (Cypress Semiconductor Corporation) 0.02%
Asset1 AMGN (Amgen Inc) 2.01% 0.07%
CASH CASH (CASH) 0.0% 99.79%

* Day change on 09/10/2020.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 09/10/2020)

Since 04/15/2005

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
7 Stocks That Initiated Dividends in 2011 0.2% 0.6% 1.1% 0.8% 88.7% 55.7%
VFINX (Vanguard (S&P 500) Index) 5.6% 22.1% 7.5% 13.0% 12.3% 14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 1.8% 12.7% 2.1% 7.4% 7.6% 9.5%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
04/15/2005		 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) -0.0 0.6 1.1 0.8 88.7 55.7 56.6 0.2 1.5 1.3 0.7 0.2 0.0 30.3 40798.1 12.4 -21.5 36.2 52.0 -57.2 5.9 46.7 49.0
Sharpe Ratio NA 0.11 0.27 0.33 0.49 NA 0.38 -0.43 1.98 -0.12 1.37 0.3 0.06 1.63 72.03 0.58 -0.69 1.18 1.43 -1.07 0.1 1.07 2.01
Draw Down(%) NA 0.0 0.0 0.0 36.5 NA 75.1 0.0 0.0 0.0 0.0 0.0 0.0 8.8 18.1 21.9 32.1 15.1 34.2 68.8 18.0 33.6 8.3
Standard Deviation(%) NA 0.1 0.1 0.1 179.4 NA 146.3 0.1 0.0 0.0 0.0 0.0 0.0 18.6 566.4 21.4 31.0 30.4 36.3 54.3 29.0 40.4 23.6
Treynor Ratio NA 0.05 0.09 0.1 -0.15 NA -0.24 -0.2 0.35 -0.02 0.14 0.05 0.01 -10.45 -2.4 0.1 -0.18 0.25 0.46 -0.52 0.02 0.16 0.34
Alpha NA 0.0 0.0 0.0 11.51 NA 7.38 0.0 0.0 0.0 0.0 0.0 0.0 0.11 130.35 -0.01 -0.09 0.06 0.08 -0.1 0.02 0.06 0.17
Beta NA 0.0 0.0 0.0 -6.09 NA -2.28 0.0 0.0 0.0 0.0 0.0 0.0 -0.03 -169.92 1.18 1.2 1.42 1.14 1.11 1.33 2.7 1.38
RSquared NA 0.59 0.45 0.37 0.0 NA 0.0 0.72 0.5 0.7 0.42 0.65 0.74 0.0 0.0 0.48 0.82 0.71 0.74 0.71 0.54 0.45 0.35
Sortino Ratio NA 0.16 0.45 0.61 7.7 NA 2.94 -0.57 3.03 -0.16 2.21 0.4 0.09 3.0 1868.09 1.01 -0.93 1.67 1.98 -1.38 0.14 1.55 3.22
Yield(%) N/A 0.56 1.07 0.77 369.6 N/A 211.84 0.22 1.42 1.34 0.63 0.22 0.03 5.99 3162.18 1.81 0.68 0.0 0.0 1.85 0.22 0.38 0.6
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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/2005

Tax Performance Analytics
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 04/15/2005 when all charts have data
Strategies

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