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Morgan Stanleys Top 5 Dividend Stocks
Morgan Stanleys Top 5 Dividend Stocks
live (public) 0.09% May 01
1. Pfizer Inc. Argus also has a buy rating on this
stock.
2. Honeywell International Inc. Barclays agrees with MS here with an Overweight
rating.
3. Accenture PLC. Deutche Bank has also rated this
stock with buy.
4. General Electric Company. Barclays Capital also giving the nod on this company.
5. Las Vegas Sands Corp. Argus also
rates this stock with a buy.
Holdings (As of 05/01/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | PFE (Pfizer Inc) | 6.09% | 6.56% |
| Asset1 | HON (Honeywell International Inc) | 1.33% | 23.53% |
| Asset1 | ACN (Accenture plc) | 0.75% | 45.34% |
| Asset1 | GE (General Electric Company) | 1.31% | 20.47% |
| Asset1 | LVS (Las Vegas Sands Corp) | 0.41% | 4.10% |
* Day change on 05/01/2024.
Previous
Performance (As of 05/01/2024)
Since 01/19/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Morgan Stanleys Top 5 Dividend Stocks | -5.1% | 7.6% | 6.5% | 10.9% | 11.7% | 16.8% |
| 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) | 3.5% | 15.3% | 2.8% | 7.9% | 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 01/19/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | -5.1 | 7.6 | 6.5 | 10.9 | 11.7 | 16.8 | 10.7 | 15.7 | -19.2 | 48.1 | 16.8 | 35.0 | -8.9 | 22.6 | 14.5 | 9.8 | 4.2 | 39.4 | 22.3 | 8.3 | 34.8 | 23.1 | -50.5 | 10.5 | 38.6 | 1.4 |
| Sharpe Ratio | NA | -0.34 | 0.24 | 0.2 | 0.38 | 0.53 | NA | 0.44 | 0.73 | -0.79 | 2.49 | 0.44 | 2.36 | -0.56 | 2.61 | 0.95 | 0.57 | 0.31 | 2.86 | 1.37 | 0.3 | 1.62 | 0.8 | -1.19 | 0.36 | 2.15 | -0.05 |
| Draw Down(%) | NA | 13.4 | 13.4 | 30.8 | 35.9 | 35.9 | NA | 69.9 | 11.4 | 30.8 | 7.9 | 35.9 | 10.0 | 21.4 | 4.2 | 7.8 | 12.9 | 12.0 | 8.1 | 13.7 | 21.9 | 18.0 | 32.9 | 61.4 | 17.0 | 10.7 | 15.1 |
| Standard Deviation(%) | NA | 18.6 | 15.8 | 21.1 | 24.3 | 20.1 | NA | 22.1 | 15.8 | 26.0 | 19.3 | 37.2 | 14.2 | 18.4 | 8.4 | 15.0 | 17.2 | 13.7 | 13.7 | 16.3 | 27.8 | 21.4 | 28.7 | 43.1 | 20.7 | 16.5 | 14.7 |
| Treynor Ratio | NA | -0.06 | 0.04 | 0.04 | 0.09 | 0.14 | NA | 0.33 | 0.12 | -0.21 | 0.54 | 0.16 | 0.33 | -0.57 | -1.18 | 12.93 | -1.09 | 1.5 | 993.0 | 5.92 | -1.33 | 67.82 | -37.33 | 5.67 | -1.12 | 2.04 | -1.34 |
| Alpha | NA | -0.12 | -0.04 | 0.0 | 0.0 | 0.02 | NA | 0.04 | -0.02 | 0.0 | 0.08 | 0.01 | 0.02 | -0.03 | 0.09 | 0.06 | 0.04 | 0.02 | 0.14 | 0.08 | 0.05 | 0.13 | 0.1 | -0.26 | 0.04 | 0.12 | 0.0 |
| Beta | NA | 1.0 | 0.94 | 0.97 | 0.99 | 0.74 | NA | 0.3 | 0.94 | 0.99 | 0.89 | 1.0 | 1.03 | 0.18 | -0.19 | 0.01 | -0.09 | 0.03 | 0.0 | 0.04 | -0.06 | 0.01 | -0.01 | -0.09 | -0.07 | 0.17 | 0.0 |
| RSquared | NA | 0.41 | 0.49 | 0.64 | 0.75 | 0.42 | NA | 0.07 | 0.6 | 0.85 | 0.35 | 0.86 | 0.81 | 0.03 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 |
| Sortino Ratio | NA | -0.41 | 0.32 | 0.29 | 0.54 | 0.74 | NA | 0.61 | 1.04 | -1.06 | 4.8 | 0.62 | 3.4 | -0.71 | 3.93 | 1.35 | 0.82 | 0.43 | 4.28 | 2.12 | 0.4 | 2.33 | 1.13 | -1.53 | 0.5 | 3.5 | -0.07 |
| Yield(%) | N/A | 0.87 | 2.18 | 1.83 | 1.84 | 2.18 | N/A | 2.41 | 1.78 | 1.3 | 1.75 | 1.31 | 2.23 | 1.05 | 0.9 | 4.48 | 3.44 | 3.79 | 2.92 | 3.94 | 2.45 | 2.58 | 3.17 | 1.97 | 1.85 | 2.17 | 1.84 |
| 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 01/19/2005
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