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3 Stocks Owned By a Fool
live (public) 0.34% June 28
of the Motley Fool offers three stocks in his personal brokerage account. He is not alone with his recommendations because all three stocks are owned and recommended by Motley Fool Million Dollar Portfolio, the Fool's real-money investing service.
His selections:
- Bridgepoint Education (NYSE: BPI) is an online, for-profit educator
- Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) needs no introduction
- Retail Opportunity Investments (Nasdaq: ROIC) buys up and turns around distressed commercial West Coast real estate
This gives you one stock in a potentially growing market (education) as existing providers are straining at the seams and people look for new solutions. There is a solid investment with Berkshire Hathaway and an interesting real estate place. Three stocks is a very small selection but worth comparing with our ETF benchmark of a balanced portfolio of Dividend producing ETFs.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | BPI (Zovio Inc) | 49.28% | |
| Asset1 | BRK-B (Berkshire Hathaway Inc) | 0.54% | 29.35% |
| Asset1 | ROIC (Retail Opportunity Investments) | 0.82% | 21.37% |
* Day change on 06/28/2019.
Previous
Since 01/01/2010
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 3 Stocks Owned By a Fool | 93.4% | 89.4% | 27.7% | 18.8% | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 5.6% | 22.1% | 7.5% | 13.0% | 12.3% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 1.8% | 12.7% | 2.1% | 7.4% | 7.6% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/04/2010 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 89.4 | 27.7 | 18.8 | NA | 14.7 | 93.4 | -7.4 | 4.8 | 24.4 | -6.0 | 8.0 | 35.0 | -12.1 | 12.8 | 15.9 |
| Sharpe Ratio | NA | 1.41 | 0.71 | 0.59 | NA | 0.53 | 1.07 | -0.48 | 0.34 | 1.61 | -0.38 | 0.58 | 2.22 | -0.59 | 0.45 | 0.66 |
| Draw Down(%) | NA | 18.9 | 18.9 | 18.9 | NA | 28.0 | 8.9 | 18.9 | 6.8 | 10.8 | 14.6 | 6.8 | 8.6 | 26.4 | 24.7 | 25.9 |
| Standard Deviation(%) | NA | 62.5 | 37.8 | 30.9 | NA | 27.0 | 86.9 | 18.3 | 12.4 | 15.0 | 15.9 | 13.8 | 15.7 | 20.8 | 28.3 | 24.1 |
| Treynor Ratio | NA | 1.17 | 0.33 | 0.22 | NA | 0.17 | 1.71 | -0.1 | 0.05 | 0.29 | -0.07 | 0.09 | 0.32 | -0.19 | 0.14 | 0.2 |
| Alpha | NA | 0.32 | 0.09 | 0.06 | NA | 0.03 | 0.64 | -0.01 | -0.04 | 0.06 | -0.02 | 0.0 | 0.01 | -0.08 | 0.05 | 0.03 |
| Beta | NA | 0.75 | 0.82 | 0.83 | NA | 0.85 | 0.54 | 0.84 | 0.89 | 0.83 | 0.87 | 0.85 | 1.08 | 0.65 | 0.91 | 0.8 |
| RSquared | NA | 0.02 | 0.04 | 0.08 | NA | 0.15 | 0.0 | 0.61 | 0.23 | 0.52 | 0.71 | 0.49 | 0.58 | 0.17 | 0.56 | 0.36 |
| Sortino Ratio | NA | 6.91 | 2.41 | 1.67 | NA | 1.06 | 8.4 | -0.62 | 0.49 | 2.47 | -0.53 | 0.83 | 3.6 | -0.69 | 0.64 | 0.94 |
| Yield(%) | N/A | 1.8 | 1.32 | 1.5 | N/A | 1.49 | 0.94 | 1.25 | 0.41 | 2.44 | 1.63 | 1.62 | 1.89 | 1.45 | 1.14 | 0.6 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/01/2010
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