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P SmartMoney Magazine Where to Invest 2011 12 Stocks
P SmartMoney Magazine Where to Invest 2011 12 Stocks
live (public) 0.89% September 10
This portfolio tracks 12 stocks recommended by SmartMoney Magazine in the articled titled Where to Invest in 2011. Equal weight is given to each stock.
Delayed
Holdings (As of 07/31/2020)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | LOW (Lowe's Companies Inc) | 0.19% | 24.08% |
| Asset1 | TJX (The TJX Companies Inc) | 0.76% | 8.72% |
| Asset1 | YUM (Yum! Brands Inc) | 0.64% | 14.33% |
| Asset1 | CMCSA (Comcast Corp) | 1.99% | 5.68% |
| Asset1 | RSG (Republic Services Inc) | 0.22% | 11.74% |
| Asset1 | PEP (PepsiCo Inc) | 0.02% | 6.15% |
| Asset1 | CSCO (Cisco Systems Inc) | 1.42% | 4.24% |
| Asset1 | GOOG (Alphabet Inc Class C) | 3.17% | 5.77% |
| Asset1 | ORCL (Oracle Corporation) | 0.36% | 6.42% |
| Asset1 | UTX (Raytheon Technologies Corporation) | 2.19% | |
| Asset1 | MMM (3M Company) | 1.08% | 4.93% |
| Asset1 | UPS (United Parcel Service Inc) | 0.92% | 5.75% |
* Day change on 07/31/2020.
Previous
Performance (As of 09/10/2020)
Since 01/02/2006
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P SmartMoney Magazine Where to Invest 2011 12 Stocks | 3.0% | 3.3% | 8.3% | 8.5% | 12.4% | |
| 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 01/03/2006 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.1 | 3.3 | 8.3 | 8.5 | 12.4 | 10.2 | 3.0 | 23.1 | -7.6 | 13.7 | 9.1 | 2.8 | 9.9 | 34.4 | 22.3 | 7.8 | 17.8 | 28.3 | -23.5 | 6.8 | 15.4 |
| Sharpe Ratio | NA | 0.08 | 0.28 | 0.36 | 0.65 | 0.46 | 0.07 | 1.75 | -0.36 | 1.36 | 0.64 | 0.17 | 0.79 | 2.96 | 1.65 | 0.37 | 1.0 | 1.1 | -0.65 | 0.24 | 1.01 |
| Draw Down(%) | NA | 36.6 | 36.6 | 36.6 | 36.6 | 46.2 | 36.6 | 8.4 | 24.0 | 6.2 | 12.6 | 9.8 | 7.6 | 5.4 | 9.1 | 17.2 | 14.4 | 27.5 | 38.5 | 9.6 | 8.1 |
| Standard Deviation(%) | NA | 34.0 | 25.3 | 21.4 | 18.5 | 20.5 | 40.4 | 12.4 | 25.0 | 9.6 | 14.0 | 16.0 | 12.5 | 11.6 | 13.5 | 21.1 | 17.6 | 25.7 | 37.7 | 15.7 | 12.0 |
| Treynor Ratio | NA | -0.09 | -0.55 | -0.77 | 0.6 | 0.17 | -0.09 | -2.41 | -0.19 | 0.18 | -1.11 | 0.55 | -2.57 | 0.37 | 0.25 | 0.09 | 0.19 | 0.31 | -0.28 | 0.04 | 0.12 |
| Alpha | NA | 0.05 | 0.05 | 0.04 | 0.04 | 0.02 | 0.06 | 0.09 | -0.02 | -0.01 | 0.04 | 0.02 | 0.04 | 0.02 | 0.03 | 0.02 | 0.01 | 0.02 | 0.05 | 0.01 | 0.01 |
| Beta | NA | -0.31 | -0.13 | -0.1 | 0.2 | 0.55 | -0.31 | -0.09 | 0.46 | 0.74 | -0.08 | 0.05 | -0.04 | 0.93 | 0.9 | 0.88 | 0.93 | 0.9 | 0.86 | 0.88 | 0.99 |
| RSquared | NA | 0.09 | 0.01 | 0.01 | 0.03 | 0.29 | 0.09 | 0.01 | 0.1 | 0.27 | 0.01 | 0.0 | 0.0 | 0.79 | 0.71 | 0.91 | 0.9 | 0.87 | 0.89 | 0.8 | 0.66 |
| Sortino Ratio | NA | 0.11 | 0.37 | 0.48 | 0.87 | 0.63 | 0.09 | 2.53 | -0.47 | 1.73 | 0.85 | 0.24 | 1.06 | 4.46 | 2.47 | 0.5 | 1.43 | 1.61 | -0.9 | 0.32 | 1.51 |
| Yield(%) | N/A | 0.46 | 0.69 | 1.23 | 1.7 | 1.69 | 0.41 | 1.37 | 0.49 | 0.62 | 3.0 | 2.32 | 1.9 | 1.95 | 2.24 | 1.92 | 1.88 | 2.07 | 1.43 | 1.11 | 0.88 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2006
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