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The Streets Growth at a Reasonable Price 2011 Selections
(public) 1.42% November 29
Stocks Promising Growth at a Reasonable Price
The price-to-earnings, or P/E, ratio is a measure of risk. It calculates the multiple of earnings an investor is willing to pay. The higher the multiple, the greater the stock price will react to changes in earnings per share. A stock sporting a lower multiple is considered safer because of the lesser impact that earnings has upon stock price. Lower-P/E stocks tend to compensate investors by paying dividends.
The PEG ratio adjusts the P/E ratio for growth. A stock with a P/E of 16 growing earnings at 10% per year will have a PEG of 1.6. The lower the PEG, the less we are paying for future growth. The higher the PEG, the riskier the stock is because of the dual sensitivity to both changes in current earnings and future growth.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | AAPL (Apple Inc) | 2.37% | 44.43% |
| Asset1 | RL (Ralph Lauren Corp Class A) | 7.22% | 19.76% |
| Asset1 | FDX (FedEx Corporation) | 2.90% | 5.64% |
| Asset1 | BWLD (Buffalo Wild Wings) | 4.12% | 30.17% |
* Day change on 09/30/2011.
Previous
Since 12/31/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Streets Growth at a Reasonable Price 2011 Selections | N/A | 22.2% | 44.1% | 18.2% | 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(%) | 22.2 | 44.1 | 18.2 | NA | 20.8 | 23.1 | 31.7 | 83.0 | -31.9 | 17.3 | 28.8 |
| Sharpe Ratio | 0.67 | 1.47 | 0.48 | NA | 0.59 | 0.69 | 1.39 | 2.33 | -0.66 | 0.54 | 1.19 |
| Draw Down(%) | 16.0 | 20.2 | 56.1 | NA | 56.1 | 16.0 | 20.2 | 16.0 | 52.6 | 20.3 | 17.1 |
| Standard Deviation(%) | 25.6 | 30.7 | 33.6 | NA | 32.1 | 26.9 | 22.7 | 35.6 | 49.8 | 26.7 | 21.5 |
| Treynor Ratio | 0.19 | 0.45 | 0.16 | NA | 0.19 | 0.2 | 0.33 | 0.85 | -0.34 | 0.14 | 0.17 |
| Alpha | 0.08 | 0.12 | 0.09 | NA | 0.09 | 0.11 | 0.07 | 0.17 | 0.05 | 0.06 | 0.02 |
| Beta | 0.91 | 0.99 | 0.97 | NA | 0.99 | 0.93 | 0.97 | 0.98 | 0.98 | 1.03 | 1.54 |
| RSquared | 0.62 | 0.61 | 0.58 | NA | 0.57 | 0.64 | 0.59 | 0.55 | 0.64 | 0.38 | 0.5 |
| Sortino Ratio | 0.95 | 2.19 | 0.69 | NA | 0.85 | 0.98 | 1.96 | 3.76 | -0.92 | 0.76 | 1.88 |
| Yield(%) | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2005
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