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YCharts Growth at a Reasonable Price 2011 Selections
YCharts Growth at a Reasonable Price 2011 Selections
(public) 0.19% November 25
There is a safer way to bet on growth. YCharts, which charts historic financial performance
in dozens of ways, has devised a formula that picks growing stocks with far less risk of
sudden losses than their traditional growth counterparts. Unlike “growth” stocks, which tend
to underperform the S&P 500, YCharts’ Growth At a Reasonable Price (GARP) portfolio produced
annualized returns of nearly double the market average over the past 30 years, when
back-tested.
YCharts’ GARP heeds the red flags that traditional growth investing ignores. No attractive
company on the GARP list has serious debt or balance sheet problems. The share price of
every stock picked is reasonable within its sector. And while they all report revenue growth
over recent years, it is not the sole defining factor of any of the companies.
We have pulled from our GARP data 10 companies we believe will provide investors faster
share price growth than their value holdings. The list defies the traditional definition of
“growth stocks.”
The YChart’s GARP stocks described in this special report illustrate the myriad of ways
real investment growth is possible. We also discuss one red herring that helps show why investors
should be leery of using past high growth as the quintessential factor in predicting
share price gains to come.
in dozens of ways, has devised a formula that picks growing stocks with far less risk of
sudden losses than their traditional growth counterparts. Unlike “growth” stocks, which tend
to underperform the S&P 500, YCharts’ Growth At a Reasonable Price (GARP) portfolio produced
annualized returns of nearly double the market average over the past 30 years, when
back-tested.
YCharts’ GARP heeds the red flags that traditional growth investing ignores. No attractive
company on the GARP list has serious debt or balance sheet problems. The share price of
every stock picked is reasonable within its sector. And while they all report revenue growth
over recent years, it is not the sole defining factor of any of the companies.
We have pulled from our GARP data 10 companies we believe will provide investors faster
share price growth than their value holdings. The list defies the traditional definition of
“growth stocks.”
The YChart’s GARP stocks described in this special report illustrate the myriad of ways
real investment growth is possible. We also discuss one red herring that helps show why investors
should be leery of using past high growth as the quintessential factor in predicting
share price gains to come.
Delayed
Holdings (As of 09/30/2011)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | ALGT (Allegiant Travel Company) | 1.17% | 8.86% |
| Asset1 | AFSI (AmTrust Financial Services Inc) | 14.53% | |
| Asset1 | CVGW (Calavo Growers Inc) | 0.34% | 11.67% |
| Asset1 | KO (The Coca-Cola Company) | 2.16% | 8.32% |
| Asset1 | TTM (Tata Motors Limited ADR) | 4.64% | 4.32% |
| Asset1 | ABC (AmerisourceBergen) | 1.19% | 9.31% |
| Asset1 | BDX (Becton Dickinson and Company) | 1.37% | 5.88% |
| Asset1 | CALM (Cal-Maine Foods Inc) | 0.19% | 22.11% |
| Asset1 | DRI (Darden Restaurants Inc) | 1.70% | 6.19% |
| Asset1 | THI (Tim Hortons Inc. (USA)) | 1.93% | 8.81% |
* Day change on 09/30/2011.
Previous
Performance (As of 11/25/2011)
Since 12/31/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| YCharts Growth at a Reasonable Price 2011 Selections | N/A | 3.8% | 24.5% | N/A | 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 01/03/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.8 | 24.5 | NA | NA | 14.8 | 2.6 | 22.2 | 25.6 | -11.3 | 41.0 |
| Sharpe Ratio | 0.19 | 1.02 | NA | NA | 0.52 | 0.13 | 1.23 | 0.9 | -0.3 | 1.84 |
| Draw Down(%) | 12.8 | 25.9 | NA | NA | 43.1 | 12.8 | 11.1 | 25.9 | 43.1 | 10.0 |
| Standard Deviation(%) | 19.8 | 23.9 | NA | NA | 27.1 | 20.6 | 17.9 | 28.3 | 40.7 | 20.7 |
| Treynor Ratio | 0.05 | 0.29 | NA | NA | 0.17 | 0.03 | 0.26 | 0.3 | -0.16 | 0.38 |
| Alpha | 0.03 | 0.06 | NA | NA | 0.07 | 0.04 | 0.04 | 0.02 | 0.11 | 0.13 |
| Beta | 0.79 | 0.84 | NA | NA | 0.82 | 0.79 | 0.84 | 0.85 | 0.79 | 1.0 |
| RSquared | 0.78 | 0.72 | NA | NA | 0.66 | 0.79 | 0.72 | 0.67 | 0.64 | 0.61 |
| Sortino Ratio | 0.27 | 1.52 | NA | NA | 0.72 | 0.18 | 1.84 | 1.35 | -0.4 | 2.52 |
| Yield(%) | 1.91 | 2.45 | N/A | N/A | 2.62 | 1.41 | 2.48 | 2.44 | 2.42 | 1.73 |
| 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 12/31/2005
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