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Streets 5 Rocket Stocks to Grab Gains in July
(public) 0.58% November 29
BALTIMORE (Stockpickr) -- Friday marks the first trading day of July -- but will the new month bring a shift in market sentiment for beaten-down investors?
It's certainly possible -- after all, it was June 1 that sparked the month-long selloff in S&P 500 stocks to this point, erasing all but 0.86% of the year-to-date gains that stocks had previously held.
But while the first day of any new month is psychologically significant for market participants, it's a whole lot less statistically significant. Instead, the key is to buy into pockets of strength in any market.
That's why we're turning to a new set of Rocket Stock plays for this week.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | AAPL (Apple Inc) | 2.37% | 77.40% |
| Asset1 | DD (Dupont De Nemours Inc) | 5.39% | 3.26% |
| Asset1 | BBBY (Bed Bath & Beyond Inc) | 3.50% | 4.11% |
| Asset1 | ARG (Airgas Inc) | 2.96% | 9.94% |
| Asset1 | ACN (Accenture plc) | 3.23% | 5.29% |
* Day change on 09/30/2011.
Previous
Since 02/01/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Streets 5 Rocket Stocks to Grab Gains in July | N/A | 20.2% | 49.1% | 24.2% | 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 02/01/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 20.2 | 49.1 | 24.2 | NA | 23.8 | 15.1 | 47.2 | 98.4 | -47.0 | 72.8 | 18.9 | 45.6 | 38.2 | 28.9 | -14.4 |
| Sharpe Ratio | 0.65 | 1.81 | 0.7 | NA | 0.78 | 0.48 | 2.04 | 3.24 | -0.96 | 2.59 | 0.72 | 1.95 | 2.16 | 1.31 | -0.48 |
| Draw Down(%) | 13.2 | 21.7 | 55.0 | NA | 55.0 | 13.2 | 11.3 | 21.7 | 55.0 | 16.0 | 23.5 | 15.9 | 10.6 | 14.3 | 35.2 |
| Standard Deviation(%) | 23.4 | 27.3 | 32.5 | NA | 28.4 | 24.4 | 23.1 | 30.4 | 49.9 | 26.9 | 21.6 | 22.3 | 17.2 | 21.6 | 32.2 |
| Treynor Ratio | 0.19 | 0.55 | 0.23 | NA | 0.22 | 0.14 | 0.48 | 1.07 | -0.48 | 0.63 | 0.12 | 0.3 | 0.34 | 0.26 | -0.15 |
| Alpha | 0.07 | 0.13 | 0.11 | NA | 0.09 | 0.08 | 0.11 | 0.2 | -0.04 | 0.21 | 0.0 | 0.13 | 0.09 | 0.0 | 0.05 |
| Beta | 0.81 | 0.9 | 0.97 | NA | 1.01 | 0.82 | 0.97 | 0.92 | 1.0 | 1.11 | 1.35 | 1.46 | 1.09 | 1.09 | 1.05 |
| RSquared | 0.6 | 0.64 | 0.62 | NA | 0.61 | 0.6 | 0.58 | 0.67 | 0.68 | 0.43 | 0.39 | 0.45 | 0.49 | 0.75 | 0.76 |
| Sortino Ratio | 0.91 | 2.7 | 0.97 | NA | 1.12 | 0.67 | 3.12 | 5.11 | -1.25 | 3.84 | 1.1 | 2.96 | 3.33 | 2.01 | -0.69 |
| 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 | 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2002
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