Find A Portfolio/Ticker
Comparison Box
2 SA Readers 5 Rocket Stocks
(public) 1.34% 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."
A second reader commented:
AAPL
really hasn't been my spare, more like a main engine. Although
companies may be nipping at their heals I have confidence that Apple
will continue to dominate consumer electronics. That, with their
customer loyalty, are difficult forces to overcome. Here are a couple of
good technical charts on Apple:
www.moneyshow.com/imag...
So we will add AAPL as it is just too hard to ignore at the moment and rerun the portfolio.
Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset1 | CRR (CARBO Ceramics Inc) | 3.82% | 12.43% |
Asset1 | NFLX (Netflix Inc) | 0.07% | 34.48% |
Asset1 | FOSL (Fossil Group Inc) | 8.82% | 16.50% |
Asset1 | TSCO (Tractor Supply Company) | 6.85% | 13.72% |
Asset1 | LULU (Lululemon Athletica Inc.) | 6.20% | 8.60% |
Asset1 | AAPL (Apple Inc) | 2.37% | 14.27% |
* Day change on 09/30/2011.
Since 07/30/2007
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
2 SA Readers 5 Rocket Stocks | N/A | -22.2% | 54.4% | N/A | N/A | |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 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(%) | -22.2 | 54.4 | NA | NA | 27.8 | -19.8 | 127.0 | 101.3 | -38.0 | 27.9 |
Sharpe Ratio | -0.56 | 1.55 | NA | NA | 0.67 | -0.57 | 3.93 | 3.12 | -0.79 | 0.83 |
Draw Down(%) | 52.4 | 52.4 | NA | NA | 53.4 | 52.4 | 15.6 | 13.5 | 50.2 | 16.3 |
Standard Deviation(%) | 39.3 | 36.1 | NA | NA | 38.7 | 40.7 | 32.3 | 32.4 | 49.3 | 32.3 |
Treynor Ratio | -0.21 | 0.57 | NA | NA | 0.26 | -0.22 | 1.23 | 1.13 | -0.38 | 0.23 |
Alpha | -0.06 | 0.15 | NA | NA | 0.13 | -0.06 | 0.29 | 0.21 | 0.02 | 0.24 |
Beta | 1.04 | 0.99 | NA | NA | 1.01 | 1.06 | 1.03 | 0.9 | 1.02 | 1.17 |
RSquared | 0.35 | 0.44 | NA | NA | 0.54 | 0.37 | 0.33 | 0.57 | 0.72 | 0.52 |
Sortino Ratio | -0.72 | 2.21 | NA | NA | 0.95 | -0.72 | 6.4 | 4.88 | -1.05 | 1.29 |
Yield(%) | 0.15 | 0.26 | N/A | N/A | 0.25 | 0.15 | 0.28 | 0.32 | 0.18 | 0.05 |
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