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P Tom Gardner`s Top 5 Watchlist
P Tom Gardner`s Top 5 Watchlist
(public) 1.25% May 24
Those who cannot remember the past are condemned to repeat it, or so the cynical old saw goes. As a stock-picking investor, I spend plenty of time studying investment ideas that went wrong. But as a Foolish optimist, I find it much more rewarding to look back at investment ideas that went right, and to try to learn why that happened. Since most of us own only a handful (or a few handfuls) of companies, this sort of backward-looking endeavor works best when it considers a larger group of individually selected stocks. For me, that means studying a watchlist. more...
Delayed
Holdings (As of 03/31/2011)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | HCSG (Healthcare Services Group, Inc.) | 0.68% | 8.17% |
| Asset1 | BWLD (Buffalo Wild Wings) | 0.88% | 15.20% |
| Asset1 | ATHR (Atheros Communications Inc) | 0.09% | 12.92% |
| Asset1 | DAR (Darling Ingredients Inc.) | 16.85% | |
| Asset1 | SXCI (SXC Health Solutions Corporation) | 0.30% | 46.86% |
* Day change on 02/28/2011.
Previous
Performance (As of 05/24/2011)
Since 07/02/2006
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P Tom Gardner`s Top 5 Watchlist | 13.3% | 48.5% | 28.9% | N/A | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 15.4% | 19.7% | 17.2% | 13.5% | 14.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 11.2% | 11.6% | 9.1% | 8.3% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/03/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 48.5 | 28.9 | NA | NA | 0.0 | 0.0 | 34.2 | 29.0 | 30.8 | 97.6 | -25.1 | 19.1 | 39.5 |
| Sharpe Ratio | 2.51 | 0.86 | NA | NA | NA | NA | 1.03 | 1.61 | 1.24 | 2.89 | -0.56 | 0.62 | 1.49 |
| Draw Down(%) | 9.7 | 55.1 | NA | NA | NA | NA | 56.7 | 7.8 | 14.4 | 14.1 | 55.1 | 25.9 | 6.7 |
| Standard Deviation(%) | 22.9 | 34.8 | NA | NA | NA | NA | 32.1 | 18.0 | 24.8 | 33.7 | 46.1 | 25.8 | 25.3 |
| Treynor Ratio | 0.59 | 0.34 | NA | NA | NA | NA | 0.36 | 1.45 | 0.29 | 0.97 | -0.46 | 0.19 | 0.27 |
| Alpha | 0.13 | 0.09 | NA | NA | NA | NA | 0.08 | 0.29 | 0.07 | 0.21 | -0.06 | 0.01 | 0.12 |
| Beta | 0.98 | 0.88 | NA | NA | NA | NA | 0.91 | 0.2 | 1.04 | 1.0 | 0.56 | 0.84 | 1.41 |
| RSquared | 0.35 | 0.11 | NA | NA | NA | NA | 0.16 | 0.01 | 0.46 | 0.15 | 0.02 | 0.35 | 0.38 |
| Sortino Ratio | 4.0 | 1.21 | NA | NA | NA | NA | 1.47 | 2.75 | 1.92 | 4.5 | -0.74 | 0.86 | 2.45 |
| Yield(%) | 0.3 | 0.6 | 0.9 | 0.4 | 0.3 | 0.2 | 0.64 | 0.1 | 0.5 | 0.9 | 0.5 | 0.3 | 0.2 |
| Dividend Growth(%) | -31.8 | N/A | N/A | N/A | N/A | N/A | N/A | -80.4 | 14.5 | 32.7 | 85.2 | 191.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2006
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