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SA Reader 5 Rocket Stocks
(public) 1.44% November 29
Fredrik Arnold who works in the financial services industry in the Northeast
and has a fascination with capital preservation, fixed fractional
trading, and trading systems made the following comment: "If
a jumbo jet could be classified as a rocket, your five would fly.
Rockets blast of with short spurts of real energy. Rocket stocks must
have a bundle of market power behind them and exceed analysts dreams.
For those I'd choose real growth stocks: CRR; NFLX; FOSL; TSCO; LULU.
Then I'd keep AAPL in reserve as a spare."
Wisdom being derived from the counsel of many, we will enter his
portfolio and make a comparison with the Street.com and our other thre
reference portfolios.
- CARBO Ceramics (CRR)
- Netflix, Inc. (NFLX)
- Fossil Inc (FOSL)
- Tractor Supply Company (TSCO)
- Lululemon Athletica inc. (LULU)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | CRR (CARBO Ceramics Inc) | 3.82% | 14.48% |
| Asset1 | NFLX (Netflix Inc) | 0.07% | 40.23% |
| Asset1 | FOSL (Fossil Group Inc) | 8.82% | 19.26% |
| Asset1 | TSCO (Tractor Supply Company) | 6.85% | 16.01% |
| Asset1 | LULU (Lululemon Athletica Inc.) | 6.20% | 10.02% |
* Day change on 09/30/2011.
Previous
Since 07/30/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| SA Reader 5 Rocket Stocks | N/A | -26.8% | 53.6% | 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 07/30/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -26.8 | 53.6 | NA | NA | 28.3 | -24.0 | 140.6 | 94.6 | -33.8 | 25.5 |
| Sharpe Ratio | -0.62 | 1.42 | NA | NA | 0.65 | -0.62 | 4.01 | 2.75 | -0.68 | 0.74 |
| Draw Down(%) | 56.6 | 56.6 | NA | NA | 56.6 | 56.6 | 16.0 | 13.1 | 49.3 | 16.3 |
| Standard Deviation(%) | 42.7 | 39.0 | NA | NA | 41.1 | 44.2 | 35.1 | 34.3 | 51.3 | 33.0 |
| Treynor Ratio | -0.24 | 0.55 | NA | NA | 0.26 | -0.25 | 1.36 | 1.05 | -0.34 | 0.22 |
| Alpha | -0.08 | 0.15 | NA | NA | 0.14 | -0.07 | 0.32 | 0.2 | 0.05 | 0.23 |
| Beta | 1.08 | 1.01 | NA | NA | 1.02 | 1.11 | 1.03 | 0.9 | 1.03 | 1.11 |
| RSquared | 0.32 | 0.4 | NA | NA | 0.49 | 0.34 | 0.28 | 0.51 | 0.68 | 0.45 |
| Sortino Ratio | -0.79 | 2.03 | NA | NA | 0.91 | -0.78 | 6.61 | 4.28 | -0.91 | 1.13 |
| Yield(%) | 0.14 | 0.29 | N/A | N/A | 0.28 | 0.14 | 0.34 | 0.37 | 0.23 | 0.06 |
| 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 07/30/2007
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