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Mom's Personally Managed STOCKS

Last updated Mar 21, 2023

Expense Ratio

0.00%

Dividend Yield

5.66%

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 $13,512 for a total return of roughly 35.12%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
1.17%
7.42%
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components

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 monthYear-To-Date6 months1 year5 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%
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%

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 -0.14. 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
-0.14
-0.45
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components

Dividends

Mom's Personally Managed STOCKS granted a 5.66% dividend yield in the last twelve months.


PeriodTTM20222021202020192018201720162015201420132012

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-12.76%
-17.62%
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 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.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
24.34%
20.82%
Mom's Personally Managed STOCKS
Benchmark (^GSPC)
Portfolio components