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3 Top Stocks for 2012 and Beyond
live (public) 0.93% December 31
SUPERVALU (NYSE:
SVU)
is cheap and has much upside potential. It's currently trading at
a forward
P/E of just 5.9, despite slightly lower revised guidance.
SUPERVALU' is also diversified; collecting 22% of its revenue from
grocery distribution.
It also boasts a 4.7% dividend
yield. An interesting selection but with some risk.
Las Vegas Sands (NYSE: LVS)
is becoming the go-to maestro of international gaming with a track
record of opening casinos in a variety of geographic regions.
Trading at just 17 times forward earnings, LVS is cheap for a
company that accelerated EBIT growth to 58% over last year, up
from an impressive 37% average over the past five years. With
worldwide distribution, this also looks like an interesting bet --
if you don't mind the product.
eBay (Nasdaq: EBAY)
is much more than the online marketplace as its greatest value lies
in its PayPal acquisition. PayPal comprises 37% of eBay's revenue,
up from 28% in 2008.
We will see how they measure up to our dividend ETF benchmark,
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | SVU (SUPERVALU INC) | 31.60% | |
| Asset1 | LVS (Las Vegas Sands Corp) | 2.30% | 46.98% |
| Asset1 | EBAY (eBay Inc) | 0.60% | 21.42% |
* Day change on 12/31/2018.
Previous
Since 04/20/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 3 Top Stocks for 2012 and Beyond | -9.3% | -8.9% | 16.7% | -1.4% | 14.1% | |
| 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
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/20/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.5 | -8.9 | 16.7 | -1.4 | 14.1 | 2.0 | -8.9 | 51.0 | 15.4 | -34.9 | -9.9 | 43.8 | 26.0 | -2.1 | 55.2 | 45.6 | -78.4 | 12.0 | 31.3 | 11.6 |
| Sharpe Ratio | NA | -1.34 | -0.33 | -0.86 | -0.21 | -0.57 | -1.35 | 1.21 | -0.79 | -1.33 | -1.44 | 1.31 | 0.29 | -0.55 | 1.18 | 0.63 | -1.57 | -0.34 | 0.34 | -0.17 |
| Draw Down(%) | NA | 20.7 | 20.7 | 54.7 | 54.7 | 88.1 | 20.7 | 9.4 | 16.6 | 45.2 | 21.7 | 12.9 | 23.4 | 23.9 | 25.2 | 33.7 | 85.1 | 20.1 | 19.4 | 17.2 |
| Standard Deviation(%) | NA | 22.6 | 24.2 | 27.4 | 30.0 | 33.0 | 22.6 | 26.2 | 23.7 | 40.2 | 19.7 | 19.2 | 25.4 | 37.7 | 31.0 | 43.0 | 62.6 | 29.4 | 26.7 | 22.0 |
| Treynor Ratio | NA | -0.37 | -0.08 | -0.23 | -0.05 | -0.16 | -0.37 | 0.27 | -0.16 | -0.53 | -0.25 | 0.21 | 0.06 | -0.15 | 0.27 | 0.22 | -0.88 | -0.09 | 0.06 | -0.03 |
| Alpha | NA | -0.02 | 0.02 | -0.01 | 0.12 | 0.07 | -0.02 | 0.32 | 0.19 | -0.11 | -0.08 | 0.04 | 0.06 | 0.03 | 0.39 | 0.08 | -0.34 | 0.05 | 0.08 | 0.3 |
| Beta | NA | 0.83 | 0.97 | 1.01 | 1.19 | 1.17 | 0.83 | 1.2 | 1.15 | 1.02 | 1.13 | 1.22 | 1.34 | 1.34 | 1.35 | 1.2 | 1.11 | 1.1 | 1.47 | 1.28 |
| RSquared | NA | 0.38 | 0.25 | 0.25 | 0.45 | 0.46 | 0.38 | 0.08 | 0.41 | 0.19 | 0.42 | 0.49 | 0.45 | 0.68 | 0.62 | 0.58 | 0.55 | 0.36 | 0.31 | 0.34 |
| Sortino Ratio | NA | -1.63 | -0.07 | -0.19 | -0.06 | -0.2 | -1.64 | 0.21 | -0.13 | -0.29 | -1.67 | 1.7 | 0.41 | -0.7 | 0.29 | 0.89 | -1.86 | -0.45 | 0.44 | -0.02 |
| Yield(%) | N/A | 2.38 | 2.32 | 2.09 | 2.01 | 1.67 | 2.37 | 0.85 | 3.83 | 2.12 | 1.4 | 1.3 | 4.39 | 0.53 | 0.76 | 2.09 | 0.47 | 0.47 | 0.6 | 0.49 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2005
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