Find A Portfolio/Ticker
Comparison Box
P 5 Stocks for the Next Three Decades
(public) 0.96% November 29
5 Stocks for the Next Three Decades
April 27, 2011
Wall Street likes to focus on one-year price targets. I don't have much use for that.
In part, that's just because I'm lazy. When I invest in a company, I like to get to know it, and I sink a good amount of time reading SEC filings, examining the financials, and figuring out what makes the business tick. I don't relish the idea of starting this process from scratch at the beginning of every year.
A five- or 10-year price target is more my speed. Heck, stretching that out to 30 years sounds like a lazy investor's paradise. But is that even possible? Can an investor really buy any stock with an eye towards holding it for three decades?
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | PEP (PepsiCo Inc) | 1.09% | 17.51% |
| Asset1 | PG (Procter & Gamble Company) | 0.82% | 18.24% |
| Asset1 | TJX (The TJX Companies Inc) | 0.40% | 37.35% |
| Asset1 | PEG (Public Service Enterprise Group Inc) | 1.74% | 17.69% |
| Asset1 | MDT (Medtronic PLC) | 2.12% | 9.21% |
* Day change on 09/30/2011.
Previous
Since 12/31/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P 5 Stocks for the Next Three Decades | N/A | 13.3% | 14.1% | 5.9% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/03/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 13.3 | 14.1 | 5.9 | NA | 5.9 | 10.8 | 8.5 | 28.9 | -28.3 | 17.3 | 7.4 |
| Sharpe Ratio | 0.54 | 0.8 | 0.2 | NA | 0.21 | 0.46 | 0.59 | 1.43 | -0.91 | 0.95 | 0.42 |
| Draw Down(%) | 13.1 | 18.9 | 40.7 | NA | 40.7 | 13.1 | 9.8 | 17.7 | 35.4 | 6.0 | 7.9 |
| Standard Deviation(%) | 16.4 | 18.4 | 20.7 | NA | 19.5 | 17.0 | 14.1 | 20.2 | 32.2 | 15.1 | 9.9 |
| Treynor Ratio | 0.14 | 0.23 | 0.06 | NA | 0.06 | 0.13 | 0.13 | 0.47 | -0.41 | 0.18 | 0.06 |
| Alpha | 0.04 | 0.03 | 0.03 | NA | 0.02 | 0.05 | 0.0 | 0.05 | 0.0 | 0.06 | 0.01 |
| Beta | 0.62 | 0.64 | 0.68 | NA | 0.68 | 0.62 | 0.67 | 0.61 | 0.71 | 0.79 | 0.64 |
| RSquared | 0.7 | 0.72 | 0.75 | NA | 0.74 | 0.72 | 0.73 | 0.68 | 0.81 | 0.7 | 0.41 |
| Sortino Ratio | 0.76 | 1.11 | 0.28 | NA | 0.3 | 0.64 | 0.84 | 2.14 | -1.23 | 1.32 | 0.61 |
| Yield(%) | 1.08 | 2.28 | 2.1 | N/A | 2.35 | 0.73 | 2.74 | 3.0 | 2.11 | 1.67 | 1.53 |
| Dividend Growth(%) | 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 12/31/2005
Or Start FREE 30-day trial now >>