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MyPlanIQ Advanced Investors Advanced Strategies 5 Stocks This Hotshot Pro Bought

5 Stocks This Hotshot Pro Bought

(public) 0.40% November 29

While there are a great many "professional" investors out there, there are precious few whose portfolios interest me. One of those select few investors is Chris Davis of Davis Funds.

The "why" here is very simple: Davis is a value-obsessed investor who buys stocks to own, rather than flip. The turnover in the Davis funds reflects this approach, as the funds' turnover implies an average five-year holding period. And insiders at Davis don't just talk the talk -- at the end of last year, they had more than $2 billion of their own money invested in the Davis funds.


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Delayed Holdings (As of 09/30/2011)
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Asset Fund in this portfolio Price change* Percentage
Asset1 ACE (ACE Ltd) 23.42%
Asset1 APD (Air Products and Chemicals Inc) 3.68% 23.35%
Asset1 KFT (KFT) 2.61% 21.38%
Asset1 EXPE (Expedia Group Inc.) 4.98% 17.21%
Asset1 RE (Everest Re Group, Ltd.) 0.15% 14.64%

* Day change on 09/30/2011.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 11/29/2011)

Since 07/21/2005

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
5 Stocks This Hotshot Pro Bought N/A 6.0% 16.3% 4.3% 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
07/21/2005
2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) 6.0 16.3 4.3 NA 4.7 2.4 13.0 34.8 -35.8 17.5 10.4 3.1
Sharpe Ratio 0.11 0.69 0.09 NA 0.12 -0.01 0.76 1.17 -0.85 0.87 0.53 0.16
Draw Down(%) 14.8 28.0 53.5 NA 53.5 14.8 14.0 28.0 48.4 9.8 13.7 8.2
Standard Deviation(%) 21.0 24.8 27.5 NA 25.1 21.9 17.0 29.7 43.2 16.7 13.6 12.5
Treynor Ratio 0.03 0.19 0.03 NA 0.03 0.0 0.16 0.36 -0.39 0.16 0.08 0.03
Alpha 0.02 0.03 0.03 NA 0.02 0.03 0.01 0.04 0.01 0.06 0.0 0.02
Beta 0.86 0.91 0.92 NA 0.92 0.87 0.82 0.96 0.95 0.88 0.91 0.71
RSquared 0.83 0.8 0.79 NA 0.77 0.84 0.76 0.79 0.8 0.71 0.46 0.31
Sortino Ratio 0.14 0.95 0.12 NA 0.16 -0.02 1.06 1.62 -1.15 1.23 0.71 0.24
Yield(%) N/A N/A 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 N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2005

Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 07/21/2005 when all charts have data
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