Find A Portfolio/Ticker
Comparison Box
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%.
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | BAX (Baxter International Inc) | 1.38% | 2.97% |
Asset1 | IVZ (Invesco Plc) | 1.86% | 5.18% |
Asset1 | MMC (Marsh & McLennan Companies Inc) | 2.57% | 8.85% |
Asset1 | LEA (Lear Corporation) | 2.22% | 9.92% |
Asset1 | PM (Philip Morris International Inc) | 0.49% | 7.59% |
Asset1 | NUE (Nucor Corp) | 1.68% | 3.41% |
Asset1 | ACE (ACE Ltd) | 8.42% | |
Asset1 | CL (Colgate-Palmolive Company) | 0.99% | 6.06% |
Asset1 | WU (Western Union Co) | 3.25% | 3.76% |
Asset1 | CAH (Cardinal Health Inc) | 4.62% | 9.20% |
Asset1 | EMR (Emerson Electric Company) | 1.32% | 3.38% |
Asset1 | IPG (Interpublic Group of Companies Inc) | 2.91% | 9.48% |
Asset1 | ADM (Archer-Daniels-Midland Company) | 0.33% | 4.76% |
Asset1 | LYB (LyondellBasell Industries NV) | 1.91% | 16.12% |
CASH | CASH (CASH) | 0.0% | 0.90% |
* Day change on 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