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P Jim Royal Motley Fool 7 Forever Stock Momentum
P Jim Royal Motley Fool 7 Forever Stock Momentum
live (public) 0.07% April 29
Delayed
Holdings (As of 02/28/2019)
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Asset | Fund in this portfolio | Price change* | Percentage |
---|---|---|---|
Asset0 | NGG (National Grid PLC ADR) | 0.44% | 14.29% |
Asset1 | BAM (Brookfield Asset Management Inc) | 0.56% | 14.29% |
Asset2 | MCD (McDonald’s Corporation) | 0.26% | 14.29% |
Asset3 | XOM (Exxon Mobil Corp) | 0.55% | 14.29% |
Asset4 | CL (Colgate-Palmolive Company) | 0.0% | 14.29% |
Asset5 | CASH (CASH) | 0.0% | 14.29% |
Asset6 | CASH (CASH) | 0.0% | 14.26% |
* Day change on 02/28/2019.
Performance (As of 04/29/2019)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
P Jim Royal Motley Fool 7 Forever Stock Momentum | 5.0% | -0.4% | 9.7% | 10.5% | 11.6% | 10.9% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.8% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.6% | 14.0% | 2.5% | 7.6% | 7.6% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/02/2001 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | -0.4 | 9.7 | 10.5 | 11.6 | 10.9 | 9.8 | 5.0 | -3.3 | 37.7 | -9.9 | 25.8 | 5.5 | 4.1 | 13.6 | 18.1 | 11.0 | 14.7 | -7.7 | 12.2 | 25.5 | 5.9 | 21.9 | 14.0 | -2.0 | -0.4 |
Sharpe Ratio | NA | -0.24 | 0.88 | 0.74 | 0.91 | NA | 0.85 | 1.15 | -0.42 | 3.56 | -0.78 | 1.22 | 0.69 | 0.46 | 0.97 | 1.32 | 1.24 | 1.53 | -0.95 | 0.93 | 3.16 | 0.5 | 3.06 | 1.99 | -0.47 | -0.45 |
Draw Down(%) | NA | 12.7 | 13.7 | 14.3 | 14.3 | NA | 14.3 | 0.7 | 13.7 | 4.2 | 10.9 | 10.0 | 5.2 | 8.3 | 8.3 | 8.2 | 8.0 | 4.4 | 11.3 | 5.6 | 4.7 | 6.4 | 3.6 | 3.8 | 9.8 | 5.3 |
Standard Deviation(%) | NA | 7.7 | 10.0 | 13.4 | 12.4 | NA | 10.5 | 3.9 | 10.9 | 10.4 | 13.0 | 21.1 | 8.0 | 8.9 | 14.0 | 13.7 | 8.8 | 9.6 | 9.2 | 9.8 | 7.0 | 7.4 | 6.8 | 6.7 | 6.6 | 5.9 |
Treynor Ratio | NA | -0.06 | 0.19 | 0.21 | 0.25 | NA | 0.32 | 0.36 | -0.11 | 0.57 | -0.16 | 0.55 | 0.11 | 0.07 | 0.22 | 0.47 | 0.28 | 0.93 | -0.59 | 0.19 | 0.49 | 0.07 | 0.53 | 0.61 | -0.24 | -0.21 |
Alpha | NA | -0.02 | 0.01 | 0.02 | 0.02 | NA | 0.03 | 0.03 | -0.01 | 0.08 | -0.06 | 0.1 | 0.0 | -0.04 | 0.02 | 0.07 | 0.02 | 0.04 | -0.01 | 0.03 | 0.06 | 0.01 | 0.06 | 0.03 | 0.0 | 0.0 |
Beta | NA | 0.31 | 0.46 | 0.48 | 0.45 | NA | 0.28 | 0.12 | 0.42 | 0.65 | 0.63 | 0.47 | 0.49 | 0.56 | 0.62 | 0.39 | 0.4 | 0.16 | 0.15 | 0.48 | 0.45 | 0.54 | 0.39 | 0.22 | 0.13 | 0.12 |
RSquared | NA | 0.37 | 0.33 | 0.22 | 0.3 | NA | 0.24 | 0.15 | 0.42 | 0.17 | 0.4 | 0.11 | 0.48 | 0.49 | 0.3 | 0.42 | 0.66 | 0.2 | 0.44 | 0.62 | 0.42 | 0.55 | 0.41 | 0.31 | 0.25 | 0.2 |
Sortino Ratio | NA | -0.31 | 1.26 | 1.2 | 1.47 | NA | 1.33 | 2.33 | -0.54 | 7.03 | -0.94 | 2.57 | 0.94 | 0.6 | 1.97 | 2.16 | 1.76 | 2.31 | -1.25 | 1.26 | 5.33 | 0.7 | 5.01 | 3.26 | -0.66 | -0.6 |
Yield(%) | N/A | 1.32 | 0.87 | 0.91 | 1.37 | N/A | 1.5 | 0.3 | 1.18 | 0.34 | 1.15 | 1.28 | 0.58 | 1.97 | 1.99 | 1.89 | 1.57 | 1.66 | 1.02 | 2.65 | 2.45 | 1.59 | 1.38 | 1.29 | 0.91 | 1.73 |
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 12/31/2000
Strategies
Asset Allocation Strategy | Momentum Scoring 2 |