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6 Stocks Under $10 Undervalued By Graham With Quarterly Gains
6 Stocks Under $10 Undervalued By Graham With Quarterly Gains
live (public) 0.49% July 29
Holdings (As of 07/29/2016)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | MWW (Monster Worldwide Inc) | 1.56% | 2.12% |
| Asset1 | AF (Astoria Financial Corp) | 1.38% | 14.24% |
| Asset1 | WIBC (Wilshire Bancorp Inc) | 32.07% | |
| Asset1 | ARR (ARMOUR Residential REIT Inc) | 0.28% | 11.25% |
| Asset1 | IRDM (Iridium Communications Inc) | 0.11% | 21.74% |
| Asset1 | CASH (CASH) | 0.0% | 17.53% |
| CASH | CASH (CASH) | 0.0% | 1.05% |
* Day change on 07/29/2016.
Previous
Performance (As of 07/29/2016)
Since 03/24/2008
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 6 Stocks Under $10 Undervalued By Graham With Quarterly Gains | -4.7% | -1.8% | 0.8% | 2.1% | 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 03/24/2008 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | -1.8 | 0.8 | 2.1 | NA | -3.3 | -4.7 | 1.2 | 3.8 | 10.8 | 7.4 | -25.3 | 17.2 | -2.5 | -25.7 |
| Sharpe Ratio | NA | -0.02 | 0.02 | 0.05 | NA | -0.09 | -0.24 | 0.01 | 0.26 | 0.69 | 0.45 | -0.78 | 0.73 | -0.1 | -0.77 |
| Draw Down(%) | NA | 51.6 | 51.6 | 51.6 | NA | 51.6 | 15.6 | 47.8 | 11.0 | 11.6 | 16.5 | 43.7 | 23.6 | 29.9 | 32.5 |
| Standard Deviation(%) | NA | 83.2 | 49.6 | 41.5 | NA | 36.2 | 20.0 | 82.8 | 14.5 | 15.6 | 16.3 | 32.3 | 23.4 | 25.9 | 33.9 |
| Treynor Ratio | NA | -0.02 | 0.01 | 0.02 | NA | -0.05 | -0.05 | 0.02 | 0.05 | 0.14 | 0.11 | -0.22 | 0.18 | -0.03 | -0.48 |
| Alpha | NA | 0.12 | 0.02 | 0.0 | NA | -0.01 | -0.07 | 0.14 | -0.02 | -0.04 | 0.0 | -0.11 | 0.02 | -0.07 | -0.04 |
| Beta | NA | 0.87 | 0.82 | 0.93 | NA | 0.75 | 1.05 | 0.74 | 0.77 | 0.78 | 0.7 | 1.14 | 0.95 | 0.75 | 0.55 |
| RSquared | NA | 0.03 | 0.04 | 0.11 | NA | 0.18 | 0.65 | 0.02 | 0.37 | 0.31 | 0.3 | 0.68 | 0.54 | 0.62 | 0.52 |
| Sortino Ratio | NA | -0.03 | 0.02 | 0.07 | NA | -0.13 | -0.32 | 0.02 | 0.37 | 0.97 | 0.62 | -1.04 | 1.04 | -0.14 | -1.0 |
| Yield(%) | N/A | 0.0 | 0.36 | 0.22 | N/A | 0.13 | 0.0 | 0.0 | 1.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/24/2008
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