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MyPlanIQ Advanced Investors Advanced Strategies Morgan Stanleys Top 15 Solo Recommended Dividend Stocks

Morgan Stanleys Top 15 Solo Recommended Dividend Stocks

live (public) 1.42% January 14

6. Baxter International Inc. (BAX, Earnings, Analysts, Financials): Develops, manufactures, and markets products for people with hemophilia, immune disorders, infectious diseases, kidney disease, trauma, and other chronic and acute medical conditions. Market cap at $27.B, most recent closing price at $49.03. Dividend yield at 2.59%.
 
7. Invesco Ltd. (IVZ, Earnings, Analysts, Financials): Provides its services to individuals, typically high net worth individuals. Market cap at $9.82B, most recent closing price at $21.91. Dividend yield at 3.22%.
 
 
8. Marsh & McLennan Companies, Inc. (MMC, Earnings, Analysts, Financials): Provides advice and solutions in the areas of risk, strategy, and human capital. Market cap at $17.4B, most recent closing price at $31.86. Dividend yield at 2.95%.
 
 
9. Lear Corp. (LEA, Earnings, Analysts, Financials): Engages in the design and manufacture of automotive seat systems and related components for automobiles and light trucks. Market cap at $2.9B, most recent closing price at $37.39. Dividend yield at 1.5%.
 
 
10. Philip Morris International, Inc. (PM, Earnings, Analysts, Financials): Engages in the manufacture and sale of cigarettes and other tobacco products in markets outside of the United States. Market cap at $148.96B, most recent closing price at $87.34. Dividend yield at 3.63%.
 
11. Nucor Corporation (NUE, Earnings, Analysts, Financials): Engages in the manufacture and sale of steel and steel products in North America and internationally. Market cap at $11.58B, most recent closing price at $36.53. Dividend yield at 4.02%.
 
 
12. ACE Limited (ACE, Earnings, Analysts, Financials): Provides a range of insurance and reinsurance products to insureds worldwide. Market cap at $24.59B, most recent closing price at $72.61. Dividend yield at 2.75%.
 
 
13. Marathon Petroleum Corporation (MPC, Earnings, Analysts, Financials): Engages in refining, transporting, and marketing petroleum products primarily in the United States and internationally. Market cap at $13.42B, most recent closing price at $39.40. Dividend yield at 2.36%.
 
 
14. Colgate-Palmolive Co. (CL, Earnings, Analysts, Financials): Colgate-Palmolive Company, together with its subsidiaries, manufactures and markets consumer products worldwide. Market cap at $48.35B, most recent closing price at $101.32. Dividend yield at 2.45%.
 
 
15. Western Union Co. (WU, Earnings, Analysts, Financials): Provides money transfer and payment services worldwide. Market cap at $9.86B, most recent closing price at $16.08. Dividend yield at 2.43%.
 
 
16. Cardinal Health, Inc. (CAH, Earnings, Analysts, Financials): Operates as a healthcare solutions company that provides health care products and services. Market cap at $14.47B, most recent closing price at $41.82. Dividend yield at 2.35%.
 
 
17. Emerson Electric Co. (EMR, Earnings, Analysts, Financials): Operates as a diversified manufacturing and technology company. Market cap at $34.11B, most recent closing price at $46.49. Dividend yield at 3.61%.
 
 
18. The Interpublic Group of Companies, Inc (IPG, Earnings, Analysts, Financials): Provides advertising and marketing services worldwide. Market cap at $4.58B, most recent closing price at $10.34. Dividend yield at 2.30%.
 
 
19. Archer Daniels Midland Company (ADM, Earnings, Analysts, Financials): Procures, transports, stores, processes, and merchandises agricultural commodities and products in the United States and internationally. Market cap at $20.59B, most recent closing price at $31.26. Dividend yield at 2.43%.
 
20. LyondellBasell Industries NV (LYB, Earnings, Analysts, Financials): Manufacturers and sells chemicals and polymers, refines crude oil, produces gasoline blending components, and develops and licenses technologies for production of polymers. Market cap at $21.61B, most recent closing price at $37.60. Dividend yield at 4.11%.

Holdings (As of 01/14/2016)
Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 01/14/2016)

Since 04/29/2010

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
Morgan Stanleys Top 15 Solo Recommended Dividend Stocks -7.8% -5.7% 9.4% 10.8% N/A
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* 1 Yr 3 Yr 5 Yr 10 Yr Since
04/29/2010
2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) -2.1 -5.7 9.4 10.8 NA 12.2 -7.8 -1.5 8.6 38.7 21.1 3.7 12.1
Sharpe Ratio NA -0.33 0.63 0.59 NA 0.67 -0.32 -0.09 0.65 2.98 1.43 0.13 0.61
Draw Down(%) NA 18.0 18.0 23.5 NA 23.5 9.0 18.0 12.6 5.6 11.1 23.5 14.8
Standard Deviation(%) NA 17.4 14.8 18.0 NA 18.2 24.1 17.2 13.3 13.0 14.7 27.2 19.7
Treynor Ratio NA -0.06 0.09 0.1 NA 0.11 -0.08 -0.01 0.08 0.36 0.2 0.03 0.12
Alpha NA 0.0 0.0 0.01 NA 0.01 -0.22 0.0 -0.01 0.02 0.02 0.02 0.04
Beta NA 1.02 1.05 1.09 NA 1.07 0.99 1.03 1.08 1.09 1.06 1.13 0.96
RSquared NA 0.85 0.85 0.89 NA 0.89 0.89 0.85 0.84 0.86 0.85 0.93 0.93
Sortino Ratio NA -0.45 0.87 0.83 NA 0.93 -0.29 -0.12 0.86 4.44 2.2 0.18 0.87
Yield(%) N/A 0.0 0.3 0.18 N/A 0.18 0.0 0.0 0.9 0.0 0.0 0.0 0.0
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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2010

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 04/29/2010 when all charts have data
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