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Dividend ETF-Stock Core Satellite Portfolios
(public) 3.66% November 28
Mixing a high growth, high volatility stock portfolio with a more sober Dividend ETF Portfolio -- we split it 60/40 to emulate a more moderate portfolio.
Stock portfolio:
9 Stocks That Gain Every Earnings Day
All eyes are on corporate earnings this
week as 20 percent of all U.S. publicly traded companies report
quarterly results. How do you know which stocks will give you a nice
return on reporting day?
Bespoke Investment Group co-founder Paul Hickey looked at 2,240 stocks and found just nine stocks that have gone up every time earnings day has rolled around, since the March 2009 market bottom.
Below are the nine earnings-day winners. Next to each company's name find the upcoming earnings-report date and average single-day percentage gain.
1. Verifone Systems(PAY_) - 5/26/2011 - 9.20%
2. Dice Holdings(DHX_) -4/28/2011 - 8.69%
3. MWI Veterinary Supply(MWIV_) - 5/6/2011 - 6.27%
4. Opnet Technologies(OPNT_) - 5/9/2011 - 5.80%
5. First Cash Financial(FCFS_) - 4/20/2011 - 4.24%
6. Raymond James(RJF_) - 4/21/2011 - 4.12%
7. Barrick Gold(ABX_) - 4/27/2011 - 3.24%
8. Horace Mann Educators(HMN_) - 4/28/2011 - 2.61%
9. Anadarko Petroleum(APC_) - 5/3/2011 - 1.82%
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Core TAA Dividend Portfolio | P_22062 (Retirement Income ETFs Tactical Asset Allocation Moderate) | 0.13% | 43.21% |
Satellite Stock Portfolio | P_32891 (P 9 Stocks That Gain Every Earnings Day) | 3.86% | 56.79% |
* Day change on 09/30/2011.
Since 07/31/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
Dividend ETF-Stock Core Satellite Portfolios | N/A | 10.7% | 23.1% | N/A | 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
1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/31/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 10.7 | 23.1 | NA | NA | 10.3 | 3.7 | 40.3 | 22.0 | -12.0 | -2.1 |
Sharpe Ratio | 0.36 | 1.1 | NA | NA | 0.44 | 0.0 | 2.25 | 1.15 | -0.63 | -0.14 |
Draw Down(%) | 15.7 | 15.7 | NA | NA | 33.8 | 15.7 | 9.2 | 12.0 | 22.9 | 16.8 |
Standard Deviation(%) | 22.1 | 20.4 | NA | NA | 20.4 | 23.1 | 17.9 | 19.0 | 20.5 | 23.0 |
Treynor Ratio | 0.1 | 0.34 | NA | NA | 0.16 | 0.0 | 0.46 | 0.41 | -0.31 | -0.03 |
Alpha | 0.04 | 0.05 | NA | NA | 0.05 | 0.03 | 0.09 | 0.03 | 0.03 | -0.03 |
Beta | 0.78 | 0.66 | NA | NA | 0.56 | 0.78 | 0.87 | 0.53 | 0.41 | 1.01 |
RSquared | 0.61 | 0.63 | NA | NA | 0.6 | 0.61 | 0.76 | 0.59 | 0.68 | 0.77 |
Sortino Ratio | 0.47 | 1.55 | NA | NA | 0.61 | 0.0 | 3.41 | 1.71 | -0.88 | -0.18 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | 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 07/31/2007