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Mom's Personally Managed STOCKS

Last updated Apr 1, 2023

Expense Ratio

0.00%

Dividend Yield

5.39%

Asset Allocation


Performance

The chart shows the growth of $10,000 invested in Mom's Personally Managed STOCKS in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,104 for a total return of roughly 41.04%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


30.00%35.00%40.00%45.00%50.00%55.00%NovemberDecember2023FebruaryMarch
41.04%
51.54%
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components

Returns

As of Apr 1, 2023, the Mom's Personally Managed STOCKS returned -4.16% Year-To-Date and 8.12% of annualized return in the last 10 years.


1 monthYear-To-Date6 months1 year5 years (annualized)10 years (annualized)
Benchmark3.51%7.03%12.88%-10.71%9.90%9.90%
Mom's Personally Managed STOCKS-2.38%-4.16%8.12%-3.24%8.12%8.12%
RY
Royal Bank of Canada
-5.81%2.66%7.40%-11.29%10.52%10.52%
SNY
Sanofi
16.16%12.37%43.21%9.72%8.28%8.28%
GL
Globe Life Inc.
-9.40%-8.39%10.39%8.83%7.04%7.04%
XOM
Exxon Mobil Corporation
-0.23%0.18%25.64%35.66%13.55%13.55%
EQT
EQT Corporation
-3.83%-5.23%-18.62%-5.19%14.13%14.13%
FE
FirstEnergy Corp.
1.32%-3.53%9.94%-9.05%5.90%5.90%
AEE
Ameren Corporation
5.25%-2.10%6.24%-5.39%9.74%9.74%
CVX
Chevron Corporation
1.49%-8.29%14.58%1.98%14.06%14.06%
HWC
Hancock Whitney Corporation
-25.43%-24.31%-20.20%-29.82%-0.33%-0.33%
F
Ford Motor Company
4.39%15.17%17.97%-20.41%10.78%10.78%
PFE
Pfizer Inc.
0.57%-19.64%-5.96%-19.54%3.79%3.79%
ETRN
Equitrans Midstream Corporation
-4.15%-11.90%-18.68%-26.94%-17.18%-17.18%
T
AT&T Inc.
1.80%6.07%27.98%12.07%3.82%3.82%
VTRS
Viatris Inc.
-14.66%-12.59%14.36%-8.53%-22.15%-22.15%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Mom's Personally Managed STOCKS Sharpe ratio is -0.15. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00NovemberDecember2023FebruaryMarch
-0.15
-0.46
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components

Dividends

Mom's Personally Managed STOCKS granted a 5.39% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

Dividend yield

5.39%3.88%3.72%4.83%4.78%4.37%3.64%4.00%4.46%4.25%4.33%4.60%

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-8.94%
-14.33%
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Mom's Personally Managed STOCKS. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Mom's Personally Managed STOCKS is 41.78%, recorded on Mar 23, 2020. It took 206 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.78%May 6, 2019223Mar 23, 2020206Jan 14, 2021429
-15.98%Jun 8, 202280Sep 30, 202242Nov 30, 2022122
-14.39%Dec 4, 201814Dec 24, 201866Apr 1, 201980
-14.02%Dec 2, 202272Mar 17, 2023
-9.68%Jan 18, 202227Feb 24, 202223Mar 29, 202250
-9.43%Jun 14, 202125Jul 19, 202166Oct 20, 202191
-8.31%Apr 21, 202213May 9, 202213May 26, 202226
-6.84%Jan 15, 202110Jan 29, 202112Feb 17, 202122
-6.38%Nov 16, 202111Dec 1, 202115Dec 22, 202126
-4.1%Mar 15, 20217Mar 23, 202124Apr 27, 202131

Volatility Chart

Current Mom's Personally Managed STOCKS volatility is 33.42%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
20.64%
15.42%
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components