Mom's Personally Managed STOCKS
Expense Ratio
- 0.00%
Dividend Yield
- 5.66%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
RY Royal Bank of Canada | Financial Services | 7.14% |
SNY Sanofi | Healthcare | 7.14% |
GL Globe Life Inc. | Financial Services | 7.14% |
XOM Exxon Mobil Corporation | Energy | 7.14% |
EQT EQT Corporation | Energy | 7.14% |
FE FirstEnergy Corp. | Utilities | 7.14% |
AEE Ameren Corporation | Utilities | 7.14% |
CVX Chevron Corporation | Energy | 7.14% |
HWC Hancock Whitney Corporation | Financial Services | 7.14% |
F Ford Motor Company | Consumer Cyclical | 7.14% |
PFE Pfizer Inc. | Healthcare | 7.14% |
ETRN Equitrans Midstream Corporation | Energy | 7.14% |
T AT&T Inc. | Communication Services | 7.14% |
VTRS Viatris Inc. | Healthcare | 7.14% |
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 $13,512 for a total return of roughly 35.12%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 21, 2023, the Mom's Personally Managed STOCKS returned -8.19% Year-To-Date and 7.13% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -3.13% | 2.92% | 2.02% | -11.46% | 9.00% | 9.00% |
| Mom's Personally Managed STOCKS | -9.05% | -8.19% | -6.56% | -2.88% | 7.13% | 7.13% |
| Portfolio components: | ||||||
RY Royal Bank of Canada | -8.68% | 1.09% | 0.80% | -13.24% | 10.22% | 10.22% |
SNY Sanofi | 0.69% | -0.89% | 17.59% | -4.13% | 5.28% | 5.28% |
GL Globe Life Inc. | -12.51% | -10.63% | 5.56% | 10.35% | 6.49% | 6.49% |
XOM Exxon Mobil Corporation | -7.93% | -6.40% | 11.68% | 34.97% | 11.91% | 11.91% |
EQT EQT Corporation | -3.49% | -10.43% | -33.99% | 12.90% | 12.79% | 12.79% |
FE FirstEnergy Corp. | -1.73% | -2.90% | -0.14% | -2.81% | 6.10% | 6.10% |
AEE Ameren Corporation | -0.73% | -2.58% | -4.92% | 0.55% | 9.70% | 9.70% |
CVX Chevron Corporation | -5.08% | -13.12% | 0.45% | -1.14% | 12.78% | 12.78% |
HWC Hancock Whitney Corporation | -26.86% | -23.14% | -25.08% | -30.15% | 0.02% | 0.02% |
F Ford Motor Company | -13.27% | 2.19% | -18.44% | -27.66% | 7.88% | 7.88% |
PFE Pfizer Inc. | -5.55% | -19.62% | -9.76% | -22.58% | 3.83% | 3.83% |
ETRN Equitrans Midstream Corporation | -17.41% | -18.30% | -39.09% | -26.11% | -18.72% | -18.72% |
T AT&T Inc. | -4.89% | 1.89% | 14.04% | 11.91% | 2.90% | 2.90% |
VTRS Viatris Inc. | -18.33% | -14.22% | 3.78% | -7.46% | -22.64% | -22.64% |
| Returns over 1 year are annualized | ||||||
Dividends
Mom's Personally Managed STOCKS granted a 5.66% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 5.66% | 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.
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, 2019 | 223 | Mar 23, 2020 | 206 | Jan 14, 2021 | 429 |
| -15.98% | Jun 8, 2022 | 80 | Sep 30, 2022 | 42 | Nov 30, 2022 | 122 |
| -14.39% | Dec 4, 2018 | 14 | Dec 24, 2018 | 66 | Apr 1, 2019 | 80 |
| -14.02% | Dec 2, 2022 | 72 | Mar 17, 2023 | — | — | — |
| -9.68% | Jan 18, 2022 | 27 | Feb 24, 2022 | 23 | Mar 29, 2022 | 50 |
| -9.43% | Jun 14, 2021 | 25 | Jul 19, 2021 | 66 | Oct 20, 2021 | 91 |
| -8.31% | Apr 21, 2022 | 13 | May 9, 2022 | 13 | May 26, 2022 | 26 |
| -6.84% | Jan 15, 2021 | 10 | Jan 29, 2021 | 12 | Feb 17, 2021 | 22 |
| -6.38% | Nov 16, 2021 | 11 | Dec 1, 2021 | 15 | Dec 22, 2021 | 26 |
| -4.1% | Mar 15, 2021 | 7 | Mar 23, 2021 | 24 | Apr 27, 2021 | 31 |
Volatility Chart
Current Mom's Personally Managed STOCKS volatility is 23.93%. 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.