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6 Stocks to Buy in September
live (public) 0.01% April 26
from
the Motley Fool outlines six possible stock acquisitions for September.
There is the possibility of finding bargains and strengthening your
portfolio and that is what Anand is proposing. He breaks his selections into three categories: Company Dividend Yield YTD Price Change Sources: Yahoo! Finance and Google Finance. Company Dividend Yield YTD Price Change Sources: Yahoo! Finance and Google Finance. Company Dividend Yield YTD Price Change Sources: Yahoo! Finance and Google Finance. Remember the BP Gulf oil spill back on April 20, 2010? Anand thinks it's time for investors to revisit it. Since the day before the spill, both BP and Transocean (the oil rig
owner) have lost a third of their values. Be cautious however as litigation will continue for a long time on the spill. Anand's summary: "Berkshire Hathaway, Disney, ArcelorMittal, Nucor, BP, and Transocean
-- offer good risk/reward characteristics depending on the type of
investment you're looking for" Anand owns five of the six he is recommending.
Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B)
None
(9%)
Disney (NYSE: DIS)
1.2%
(9%)
ArcelorMittal (NYSE: MT
3%
(42%)
Nucor (NYSE: NUE)
4.1%
(18%)
BP (NYSE: BP)
4.3%
(11%)
Transocean (NYSE: RIG)
5.7%
(19%)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | BRK-B (Berkshire Hathaway Inc) | 0.69% | 14.70% |
| Asset1 | DIS (Walt Disney Company) | 0.04% | 16.62% |
| Asset1 | MT (ArcelorMittal SA ADR) | 0.59% | 22.65% |
| Asset1 | NUE (Nucor Corp) | 0.26% | 38.34% |
| Asset1 | BP (BP PLC ADR) | 0.38% | 3.96% |
| Asset1 | RIG (Transocean Ltd) | 2.26% | 3.73% |
* Day change on 04/26/2024.
Previous
Since 08/11/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 6 Stocks to Buy in September | 3.0% | 12.5% | 5.6% | 8.4% | 4.4% | 2.7% |
| 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
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/12/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 3.0 | 12.5 | 5.6 | 8.4 | 4.4 | 2.7 | 8.7 | 11.0 | 19.1 | -8.9 | 29.7 | 9.0 | 8.2 | -19.2 | 42.5 | 24.9 | -18.6 | -28.0 | 19.5 | 13.6 | -37.0 | -12.2 | 65.1 | -61.7 | 184.3 | 48.6 | -12.8 | 145.7 | 66.8 | -6.4 |
| Sharpe Ratio | NA | 0.1 | 0.46 | 0.12 | 0.22 | 0.12 | NA | NA | 0.28 | 0.66 | -0.3 | 1.15 | 0.18 | 0.32 | -0.83 | 1.46 | 0.98 | -0.77 | -1.63 | 1.12 | 0.53 | -0.97 | -0.37 | 1.36 | -0.9 | 2.72 | 1.57 | -0.49 | 4.24 | 3.83 | -0.25 |
| Draw Down(%) | NA | 9.2 | 15.6 | 34.3 | 50.7 | 58.5 | NA | NA | 81.2 | 19.2 | 34.3 | 19.0 | 48.2 | 22.5 | 30.9 | 12.0 | 15.5 | 28.8 | 31.2 | 15.4 | 26.2 | 45.7 | 43.7 | 25.3 | 71.9 | 18.7 | 22.9 | 32.8 | 16.1 | 7.3 | 20.1 |
| Standard Deviation(%) | NA | 17.4 | 18.8 | 27.2 | 31.7 | 28.3 | NA | NA | 35.1 | 22.5 | 34.4 | 25.8 | 47.7 | 21.5 | 24.6 | 28.6 | 25.2 | 24.2 | 17.2 | 17.4 | 25.8 | 38.2 | 33.3 | 47.7 | 69.3 | 66.7 | 28.8 | 30.4 | 34.1 | 17.3 | 27.6 |
| Treynor Ratio | NA | 0.03 | 0.09 | 0.03 | 0.06 | 0.04 | NA | NA | 0.33 | 0.13 | -0.09 | 0.26 | 0.07 | 0.05 | -1.33 | 1.28 | 1.6 | 11.38 | -37.69 | 1.9 | 2.48 | 2.9 | 5.24 | -11.96 | 52.27 | -1.91 | 7.33 | -1.53 | -11.27 | -14.97 | 3.09 |
| Alpha | NA | -0.01 | -0.04 | 0.0 | -0.01 | -0.01 | NA | NA | 0.05 | -0.02 | 0.07 | 0.01 | -0.02 | -0.09 | -0.07 | 0.13 | 0.09 | -0.07 | -0.13 | 0.07 | 0.06 | -0.15 | -0.03 | 0.25 | -0.29 | 0.52 | 0.16 | -0.05 | 0.38 | 0.21 | -0.06 |
| Beta | NA | 0.52 | 0.94 | 1.1 | 1.14 | 0.88 | NA | NA | 0.3 | 1.18 | 1.11 | 1.13 | 1.17 | 1.32 | 0.15 | 0.33 | 0.15 | -0.02 | 0.01 | 0.1 | 0.05 | -0.13 | -0.02 | -0.05 | -0.01 | -0.95 | 0.06 | 0.1 | -0.13 | -0.04 | -0.02 |
| RSquared | NA | 0.12 | 0.34 | 0.49 | 0.59 | 0.29 | NA | NA | 0.02 | 0.47 | 0.61 | 0.33 | 0.72 | 0.58 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.14 | 0.65 | 0.17 | 0.3 | 0.17 | NA | NA | 0.42 | 0.93 | -0.41 | 1.69 | 0.25 | 0.46 | -1.08 | 3.79 | 1.42 | -1.06 | -2.06 | 1.6 | 0.77 | -1.24 | -0.49 | 1.92 | -1.15 | 8.26 | 2.33 | -0.65 | 7.59 | 6.29 | -0.34 |
| Yield(%) | N/A | 0.21 | 1.21 | 1.01 | 1.01 | 1.37 | N/A | N/A | 1.61 | 1.27 | 0.96 | 1.06 | 0.59 | 1.25 | 0.64 | 0.23 | 2.18 | 2.72 | 3.42 | 2.65 | 2.72 | 2.7 | 0.94 | 1.59 | 1.03 | 2.74 | 2.01 | 0.88 | 0.65 | 0.95 | 0.55 |
| 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 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2002
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