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MyPlanIQ Advanced Investors Advanced Strategies 12 Dividend Stocks for 2012

12 Dividend Stocks for 2012

live (public) 1.19% September 10

We continue to examine ideas for the long term and retirement investor -- especially with anything that has a dividend focus. Matt Koppenheffer of the Motley Fool outlines twelve dividend stocks on his 2012 watchlist.

  • Flowers Foods (FLO) -- Owner of  Nature's Own, Whitewheat, Country Hearth, Sunbeam, Roman Meal, Aunt Hattie's bakery brands
  • Aflac (AFL) -- Insurance from the Duck
  • Clorox (CLX) -- Home consumer staple
  • Owens & Minor (OMI) -- A distribution and logistics provider for a wide swath of medical gear for hospitals and other health-care providers
  • Avon Products (AVP) -- The venerable cosmetics company
  • Exelon (EXC) -- A nuclear generation giant
  • Hasbro (HAS) -- An owner of great brands in the toy industry
  • Molex (MOLX) -- Electronic connectors 
  • National Presto (NPK) -- produces housewares/small appliances, defense products, and absorbent products
  • Lockheed Martin (LMT) -- defense contractor
  • Darden Restaurants (DRI) -- operates restaurants under Red Lobster, Olive Garden, LongHorn Steakhouse, The Capital Grille, Bahama Breeze, and Seasons 52 brand names
  • Strayer Education (STRA) -- for profit education

This is a diversified selection of stocks that are outside the mainstream of Dow giants. Are they worth considering against some of the dividend aristocrats? We will be comparing them with our dividend ETF benchmark and see how they perform.

 

Holdings (As of 09/10/2020)
Asset Fund in this portfolio Price change* Percentage
Asset1 FLO (Flowers Foods Inc) 1.05% 11.26%
Asset1 AFL (Aflac Incorporated) 2.24% 3.09%
Asset1 CLX (The Clorox Company) 2.29% 16.45%
Asset1 OMI (Owens & Minor Inc) 1.68% 3.31%
Asset1 AVP (Avon Products Inc) 0.68%
Asset1 EXC (Exelon Corporation) 2.26% 2.68%
Asset1 HAS (Hasbro Inc) 0.26% 12.11%
Asset1 NPK (National Presto Industries Inc) 2.37% 11.92%
Asset1 LMT (Lockheed Martin Corporation) 1.59% 19.87%
Asset1 DRI (Darden Restaurants Inc) 1.55% 10.14%
Asset1 STRA (Strategic Education Inc) 2.64% 2.97%
CASH CASH (CASH) 0.0% 5.52%

* 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 06/11/2007

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
12 Dividend Stocks for 2012 -2.9% -6.6% 2.8% 5.8% 7.7%
VFINX (Vanguard (S&P 500) Index) 7.3% 27.5% 8.3% 13.5% 12.6% 14.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 2.7% 15.1% 2.4% 7.6% 7.7% 9.7%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
06/11/2007		 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) -4.7 -6.6 2.8 5.8 7.7 6.8 -2.9 14.9 -6.2 10.0 15.2 14.5 4.0 32.4 4.2 -11.1 10.7 15.4 -6.2 3.4
Sharpe Ratio NA -0.25 0.09 0.3 0.46 0.34 -0.09 1.11 -0.53 1.11 1.28 1.07 0.39 2.67 0.31 -0.48 0.61 0.62 -0.21 0.11
Draw Down(%) NA 29.7 29.7 29.7 29.7 42.0 29.7 9.4 17.8 7.0 8.4 8.6 6.8 6.3 10.4 23.1 15.1 28.7 31.7 7.4
Standard Deviation(%) NA 28.6 19.5 16.7 15.9 18.8 33.7 12.1 14.1 8.4 11.7 13.4 10.1 12.1 13.2 22.9 17.3 24.6 33.9 17.0
Treynor Ratio NA -0.09 0.02 0.07 0.1 0.08 -0.04 0.2 -0.13 0.12 0.24 0.19 0.05 0.35 0.05 -0.12 0.12 0.2 -0.09 0.02
Alpha NA -0.06 -0.02 -0.01 0.0 0.01 -0.03 -0.01 -0.01 -0.02 0.03 0.06 -0.02 0.02 -0.03 -0.05 0.0 -0.01 0.12 0.04
Beta NA 0.76 0.71 0.71 0.77 0.77 0.76 0.66 0.57 0.77 0.63 0.74 0.73 0.92 0.87 0.91 0.86 0.78 0.77 0.79
RSquared NA 0.8 0.7 0.67 0.71 0.76 0.82 0.47 0.47 0.37 0.5 0.74 0.67 0.72 0.71 0.86 0.79 0.75 0.86 0.77
Sortino Ratio NA -0.33 0.12 0.4 0.63 0.46 -0.12 1.55 -0.67 1.65 1.84 1.51 0.54 3.93 0.46 -0.64 0.87 0.92 -0.29 0.15
Yield(%) N/A 1.47 1.39 2.21 3.11 3.1 1.28 2.29 0.96 1.43 4.8 3.87 3.2 2.89 5.58 3.68 3.54 3.21 2.52 1.07
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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/11/2007

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 06/11/2007 when all charts have data
Strategies

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