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Will These 3 Stocks Will Beat Apple to 1K
Will These 3 Stocks Will Beat Apple to 1K
live (public) 0.05% April 26
This is from a SeekingAlpha Article.
The Three whtat will beat Apple to the $1,000 mark.
- MasterCard (MA)
- Intuitive Surgical (ISRG)
- White Mountains Insurance Group (WTM)
My goal is not to back the winner to $1,000 but to look at a combination
of this selection of three as part of a long term investment portfolio.
This is a relatively diverse selection although Mastercard and White
Mountain are in the financial sector. However, these are not the usual
suspects and so are worthy of comparison with our
broadly diversified dividend bearing ETF portfolio.
Holdings (As of 04/26/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | MA (Mastercard Inc) | 0.07% | 94.04% |
| Asset1 | ISRG (Intuitive Surgical Inc) | 0.59% | 2.87% |
| Asset1 | WTM (White Mountains Insurance Group Ltd) | 0.88% | 3.09% |
* Day change on 04/26/2024.
Previous
Performance (As of 04/26/2024)
Since 05/26/2006
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Will These 3 Stocks Will Beat Apple to 1K | 9.1% | 26.6% | 5.1% | 12.9% | 19.1% | 22.4% |
| 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 | Since 05/26/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 9.1 | 26.6 | 5.1 | 12.9 | 19.1 | 22.4 | 22.6 | 22.9 | -2.5 | -3.4 | 20.3 | 54.8 | 24.4 | 28.4 | 9.2 | 12.1 | 8.5 | 42.3 | 22.6 | 67.6 | -12.2 | 87.2 | -44.2 | 108.3 | 38.5 |
| Sharpe Ratio | NA | 0.54 | 1.44 | 0.11 | 0.37 | 0.69 | NA | 0.74 | 1.12 | -0.12 | -0.12 | 0.43 | 2.62 | 0.85 | 1.35 | 0.51 | 0.66 | 0.4 | 2.58 | 1.13 | 2.19 | -0.45 | 2.27 | -0.8 | 3.35 | 1.47 |
| Draw Down(%) | NA | 6.7 | 12.5 | 31.0 | 40.9 | 40.9 | NA | 62.5 | 12.5 | 27.3 | 25.6 | 40.9 | 9.3 | 21.8 | 14.7 | 14.3 | 10.6 | 14.7 | 6.3 | 13.6 | 13.2 | 26.4 | 24.3 | 61.2 | 16.3 | 10.6 |
| Standard Deviation(%) | NA | 14.7 | 15.8 | 25.0 | 30.5 | 26.1 | NA | 29.3 | 16.7 | 31.5 | 27.9 | 47.1 | 20.4 | 27.3 | 20.5 | 17.8 | 18.3 | 21.2 | 16.4 | 20.0 | 30.8 | 27.1 | 38.3 | 56.2 | 31.4 | 24.9 |
| Treynor Ratio | NA | 0.12 | 0.27 | 0.03 | 0.1 | 0.21 | NA | 0.69 | 0.21 | -0.04 | -0.03 | 0.17 | 0.42 | 1.97 | -0.62 | -0.61 | -0.96 | 0.55 | -3.07 | 3.15 | -3.34 | 5.37 | -4.17 | 4.3 | 7.8 | 3.75 |
| Alpha | NA | 0.05 | 0.02 | 0.0 | 0.01 | 0.04 | NA | 0.08 | 0.01 | 0.09 | -0.12 | 0.02 | 0.05 | 0.1 | 0.14 | 0.05 | 0.05 | 0.03 | 0.16 | 0.09 | 0.23 | -0.04 | 0.3 | -0.19 | 0.3 | 0.21 |
| Beta | NA | 0.66 | 0.85 | 1.04 | 1.15 | 0.84 | NA | 0.32 | 0.88 | 1.08 | 1.27 | 1.21 | 1.26 | 0.12 | -0.45 | -0.15 | -0.13 | 0.15 | -0.14 | 0.07 | -0.2 | -0.02 | -0.21 | -0.1 | 0.14 | 0.1 |
| RSquared | NA | 0.27 | 0.4 | 0.52 | 0.64 | 0.33 | NA | 0.05 | 0.48 | 0.69 | 0.36 | 0.77 | 0.6 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.79 | 1.99 | 0.16 | 0.52 | 0.97 | NA | 1.06 | 1.6 | -0.18 | -0.16 | 0.61 | 3.74 | 1.21 | 1.53 | 0.72 | 0.94 | 0.55 | 4.08 | 1.66 | 3.41 | -0.59 | 3.57 | -1.1 | 5.44 | 2.35 |
| Yield(%) | N/A | 0.3 | 0.62 | 0.54 | 0.49 | 0.52 | N/A | 0.36 | 0.62 | 0.5 | 0.46 | 0.24 | 0.46 | 0.29 | 0.33 | 0.95 | 0.72 | 0.22 | 0.01 | 0.01 | 0.02 | 0.02 | 0.04 | 0.09 | 0.38 | 0.38 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2006
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