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P 7 Great Stocks That Wall Street Is Missing
P 7 Great Stocks That Wall Street Is Missing
(public) 0.32% November 29
As an editor and writer at The Motley Fool, I encounter a lot of brilliant investing ideas. Sometimes I notice them immediately and profit. Sometimes it takes me years of hindsight and regret to finally recognize them.
I tell you this because the brilliant ideas can hide, but the truly, magnificently stupid ideas can't. They announce themselves with an unironic roar.
Delayed
Holdings (As of 09/30/2011)
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| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | CMG (Chipotle Mexican Grill Inc) | 3.25% | 20.53% |
| Asset1 | TPX (Tempur Sealy International Inc) | 2.41% | 26.29% |
| Asset1 | MORN (Morningstar Inc) | 0.41% | 8.89% |
| Asset1 | BWLD (Buffalo Wild Wings) | 4.12% | 8.49% |
| Asset1 | RST (Rosetta Stone Inc) | 2.76% | 1.74% |
| Asset1 | ISRG (Intuitive Surgical Inc) | 2.40% | 15.01% |
| Asset1 | wfm (Whole Foods Market Inc) | 19.05% |
* Day change on 09/30/2011.
Previous
Performance (As of 11/29/2011)
Since 04/17/2009
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| P 7 Great Stocks That Wall Street Is Missing | N/A | 32.3% | N/A | N/A | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 6.6% | 24.7% | 8.1% | 13.4% | 12.4% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/17/2009 |
2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 32.3 | NA | NA | NA | 47.1 | 32.2 | 42.5 | 46.3 |
| Sharpe Ratio | 0.94 | NA | NA | NA | 1.6 | 0.88 | 1.76 | 1.54 |
| Draw Down(%) | 19.3 | NA | NA | NA | 19.8 | 19.3 | 19.8 | 15.3 |
| Standard Deviation(%) | 29.1 | NA | NA | NA | 28.0 | 30.2 | 24.1 | 30.0 |
| Treynor Ratio | 0.26 | NA | NA | NA | 0.41 | 0.25 | 0.4 | 0.38 |
| Alpha | 0.12 | NA | NA | NA | 0.11 | 0.15 | 0.09 | 0.05 |
| Beta | 1.05 | NA | NA | NA | 1.1 | 1.06 | 1.07 | 1.2 |
| RSquared | 0.65 | NA | NA | NA | 0.65 | 0.67 | 0.64 | 0.63 |
| Sortino Ratio | 1.29 | NA | NA | NA | 2.3 | 1.21 | 2.74 | 2.19 |
| Yield(%) | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/17/2009
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