Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
Make Money On Companies That Gouge You
Make Money On Companies That Gouge You
live (public) 0.82% May 17
- Lexmark (LXK) as the battle for inflated ink prices goes on
- UnitedHealth Group (UNH) as a health care provider that benefits from a confusion healthcare picture
- Quest Diagnostics (DGX) will have increasing revenue from aging boomers
- Amgen (AMGN) proxy for the drugs industry that will benefit from an aging population
- Time Warner Cable (TWC), should do well as we continue to pay for content
- AT&T (T) has a very strong position in both cell phones and many fixed lines for DSL
- Valero Energy (VLO), is well positioned to gouge drivers during the next squeeze on refining capacity.
- Intuit (INTU), publisher of tax software, benefits from each buffoonish amendment or temporary extension.
Holdings (As of 05/17/2016)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | LXK (Lexmark International Inc) | 0.35% | 3.30% |
| Asset1 | UNH (UnitedHealth Group Incorporated) | 0.83% | 14.03% |
| Asset1 | DGX (Quest Diagnostics Incorporated) | 0.82% | 8.78% |
| Asset1 | AMGN (Amgen Inc) | 2.06% | 12.22% |
| Asset1 | TWC (Time Warner Cable Inc) | 26.36% | |
| Asset1 | T (AT&T Inc) | 0.43% | 10.09% |
| Asset1 | VLO (Valero Energy Corporation) | 0.11% | 7.15% |
| Asset1 | INTU (Intuit Inc) | 1.52% | 18.07% |
* Day change on 05/17/2016.
Previous
Performance (As of 05/17/2016)
Since 01/10/2007
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Make Money On Companies That Gouge You | 5.8% | 10.2% | 19.4% | 17.4% | N/A | |
| 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) | 3.5% | 15.3% | 2.8% | 7.9% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/10/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 10.2 | 19.4 | 17.4 | NA | 9.8 | 5.8 | 13.9 | 20.7 | 29.7 | 22.2 | 8.5 | 24.9 | 13.5 | -30.1 | -3.1 |
| Sharpe Ratio | NA | 0.56 | 1.28 | 1.07 | NA | 0.47 | 0.34 | 0.78 | 1.55 | 2.3 | 1.78 | 0.4 | 1.37 | 0.59 | -0.84 | -0.42 |
| Draw Down(%) | NA | 14.1 | 14.1 | 19.7 | NA | 48.3 | 7.6 | 14.1 | 9.1 | 5.2 | 8.2 | 19.7 | 10.4 | 22.6 | 44.1 | 12.6 |
| Standard Deviation(%) | NA | 18.0 | 15.2 | 16.2 | NA | 20.1 | 16.7 | 17.7 | 13.4 | 12.9 | 12.4 | 21.5 | 18.0 | 22.8 | 36.8 | 14.3 |
| Treynor Ratio | NA | 0.11 | 0.2 | 0.19 | NA | 0.11 | 0.06 | 0.13 | 0.21 | 0.33 | 0.26 | 0.1 | 0.28 | 0.18 | -0.37 | -0.08 |
| Alpha | NA | 0.05 | 0.04 | 0.03 | NA | 0.02 | 0.06 | 0.06 | 0.03 | 0.01 | 0.04 | 0.03 | 0.05 | -0.01 | 0.02 | -0.03 |
| Beta | NA | 0.96 | 0.98 | 0.91 | NA | 0.84 | 0.91 | 1.03 | 1.01 | 0.9 | 0.84 | 0.87 | 0.89 | 0.74 | 0.84 | 0.74 |
| RSquared | NA | 0.79 | 0.76 | 0.79 | NA | 0.81 | 0.77 | 0.8 | 0.74 | 0.6 | 0.75 | 0.88 | 0.8 | 0.79 | 0.88 | 0.71 |
| Sortino Ratio | NA | 0.77 | 1.84 | 1.51 | NA | 0.65 | 0.49 | 1.08 | 2.3 | 3.47 | 2.7 | 0.53 | 1.97 | 0.82 | -1.15 | -0.56 |
| Yield(%) | N/A | 2.19 | 2.54 | 2.39 | N/A | 2.41 | 0.98 | 2.42 | 2.75 | 2.18 | 2.38 | 1.82 | 1.78 | 5.85 | 0.91 | 0.6 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2007
Strategies
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>