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The Fool`s Top 5 Energy Stocks for 2012
The Fool`s Top 5 Energy Stocks for 2012
live (public) 1.60% April 13
As we get into 2012 with the continuing financial crisis over our
heads, we continue to look for ideas that we can use to build the
best long term portfolio possible.
We are going to
- Peabody Energy (BTU) Coal
- Kinder Morgan (KMI) Oil and Gas
- SunPower (SPWR) Solar
- Schlumberger (SLB) Oil Field Services
- Ultra Petroleum (UPL)
Natural Gas
This may not be attractive today but is worth tracking and comparing with our dividend ETF benchmark.
Holdings (As of 04/13/2016)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | BTU (Peabody Energy Corp) | 1.11% | |
| Asset1 | KMI (Kinder Morgan Inc) | 1.07% | 23.14% |
| Asset1 | SPWR (SunPower Corporation) | 2.90% | 44.75% |
| Asset1 | SLB (Schlumberger NV) | 1.94% | 29.87% |
| Asset1 | UPL (Ultra Petroleum Corp) | 0.0% | 0.43% |
| CASH | CASH (CASH) | 0.0% | 0.70% |
* Day change on 04/13/2016.
Previous
Performance (As of 04/13/2016)
Since 02/14/2011
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Fool`s Top 5 Energy Stocks for 2012 | -12.3% | -40.9% | -7.0% | -9.6% | N/A | |
| 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 02/14/2011 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.8 | -40.9 | -7.0 | -9.6 | NA | -9.8 | -12.3 | -25.3 | -8.5 | 56.2 | -6.0 | -33.3 |
| Sharpe Ratio | NA | -1.07 | -0.23 | -0.32 | NA | -0.33 | -0.25 | -0.79 | -0.33 | 2.15 | -0.28 | -0.91 |
| Draw Down(%) | NA | 50.8 | 57.5 | 57.5 | NA | 57.5 | 24.4 | 44.0 | 31.7 | 14.7 | 23.4 | 44.8 |
| Standard Deviation(%) | NA | 38.3 | 30.8 | 30.4 | NA | 30.1 | 48.9 | 32.1 | 25.4 | 26.1 | 22.1 | 36.5 |
| Treynor Ratio | NA | -0.29 | -0.05 | -0.07 | NA | -0.07 | -0.06 | -0.21 | -0.06 | 0.4 | -0.05 | -0.26 |
| Alpha | NA | -0.18 | -0.07 | -0.08 | NA | -0.08 | -0.2 | -0.1 | -0.09 | 0.04 | -0.08 | -0.14 |
| Beta | NA | 1.44 | 1.45 | 1.36 | NA | 1.35 | 1.98 | 1.21 | 1.49 | 1.42 | 1.3 | 1.26 |
| RSquared | NA | 0.39 | 0.4 | 0.5 | NA | 0.49 | 0.53 | 0.34 | 0.45 | 0.36 | 0.56 | 0.72 |
| Sortino Ratio | NA | -1.49 | -0.32 | -0.44 | NA | -0.45 | -0.34 | -1.14 | -0.44 | 3.25 | -0.38 | -1.19 |
| Yield(%) | N/A | 0.0 | 0.68 | 0.86 | N/A | 0.89 | 0.0 | 0.0 | 0.41 | 2.22 | 1.8 | 0.0 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/14/2011
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