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Bob's Top 10 Stocks 8/12/23

Last updated Feb 29, 2024

Correlated with Zack's, Nevellier, CRFA, Merril Lynch Analysis. All Strong Buys.

Asset Allocation


STRL 16.67%TEX 16.67%EDU 16.67%BELFB 16.67%MOD 16.67%NVDA 16.67%EquityEquity
PositionCategory/SectorWeight
STRL
Sterling Construction Company, Inc.
Industrials

16.67%

TEX
Terex Corporation
Industrials

16.67%

EDU
New Oriental Education & Technology Group Inc.
Consumer Defensive

16.67%

BELFB
Bel Fuse Inc.
Technology

16.67%

MOD
Modine Manufacturing Company
Consumer Cyclical

16.67%

NVDA
NVIDIA Corporation
Technology

16.67%

S&P 500

Performance

The chart shows the growth of an initial investment of $10,000 in Bob's Top 10 Stocks 8/12/23 , comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


500.00%1,000.00%1,500.00%2,000.00%2,500.00%SeptemberOctoberNovemberDecember2024February
2,675.36%
291.78%
Bob's Top 10 Stocks 8/12/23
Benchmark (^GSPC)
Portfolio components

The earliest data available for this chart is Sep 7, 2006, corresponding to the inception date of EDU

Returns

As of Feb 29, 2024, the Bob's Top 10 Stocks 8/12/23 returned 21.49% Year-To-Date and 32.13% of annualized return in the last 10 years.


Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500
6.29%2.88%12.29%27.70%12.61%10.57%
Bob's Top 10 Stocks 8/12/23 21.49%13.23%40.08%132.82%46.99%32.17%
STRL
Sterling Construction Company, Inc.
20.71%37.54%28.25%166.02%48.64%27.33%
TEX
Terex Corporation
-1.43%-9.98%-6.22%-4.47%11.91%3.62%
EDU
New Oriental Education & Technology Group Inc.
25.27%19.89%69.25%123.96%2.10%12.76%
BELFB
Bel Fuse Inc.
-24.55%-26.96%-3.54%37.65%16.51%12.06%
MOD
Modine Manufacturing Company
51.19%35.16%89.66%255.49%42.66%19.91%
NVDA
NVIDIA Corporation
56.83%23.72%57.38%242.31%82.30%68.19%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20246.15%
202311.04%-5.13%-2.61%9.57%13.90%

Sharpe Ratio

The current Bob's Top 10 Stocks 8/12/23 Sharpe ratio is 4.85. A Sharpe ratio of 3.0 or higher is considered excellent.

0.002.004.004.85

The Sharpe ratio of Bob's Top 10 Stocks 8/12/23 is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.006.00SeptemberOctoberNovemberDecember2024February
4.85
2.22
Bob's Top 10 Stocks 8/12/23
Benchmark (^GSPC)
Portfolio components

Dividend yield

Bob's Top 10 Stocks 8/12/23 granted a 0.28% dividend yield in the last twelve months.


TTM20232022202120202019201820172016201520142013
Bob's Top 10 Stocks 8/12/23 0.28%0.26%0.36%0.55%0.39%0.52%0.57%0.42%0.37%0.90%0.57%0.74%
STRL
Sterling Construction Company, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TEX
Terex Corporation
1.13%1.11%1.22%1.09%0.34%1.48%1.45%0.66%0.89%1.30%0.72%0.12%
EDU
New Oriental Education & Technology Group Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.46%0.00%1.27%0.00%1.08%
BELFB
Bel Fuse Inc.
0.56%0.42%0.85%2.17%1.86%1.37%1.52%1.11%0.91%1.62%1.02%1.31%
MOD
Modine Manufacturing Company
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
NVDA
NVIDIA Corporation
0.02%0.03%0.11%0.05%0.12%0.27%0.46%0.29%0.45%1.20%1.70%1.94%

Expense Ratio

The Bob's Top 10 Stocks 8/12/23 has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
^GSPC
S&P 500
2.22
Bob's Top 10 Stocks 8/12/23
4.85
STRL
Sterling Construction Company, Inc.
3.63
TEX
Terex Corporation
-0.01
EDU
New Oriental Education & Technology Group Inc.
2.78
BELFB
Bel Fuse Inc.
0.77
MOD
Modine Manufacturing Company
5.02
NVDA
NVIDIA Corporation
4.96

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

EDUSTRLNVDABELFBMODTEX
EDU1.000.180.300.180.250.29
STRL0.181.000.280.370.380.41
NVDA0.300.281.000.310.370.40
BELFB0.180.370.311.000.420.41
MOD0.250.380.370.421.000.51
TEX0.290.410.400.410.511.00

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February
-0.16%
-0.37%
Bob's Top 10 Stocks 8/12/23
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Bob's Top 10 Stocks 8/12/23 . A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bob's Top 10 Stocks 8/12/23 was 74.20%, occurring on Mar 2, 2009. Recovery took 1254 trading sessions.

The current Bob's Top 10 Stocks 8/12/23 drawdown is 0.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.2%Oct 18, 2007344Mar 2, 20091254Feb 24, 20141598
-50.66%Nov 22, 2017585Mar 23, 2020147Oct 20, 2020732
-36.23%Mar 15, 2021294May 11, 202262Aug 10, 2022356
-34.51%Jul 7, 2014311Sep 28, 2015198Jul 12, 2016509
-18.62%Aug 26, 202220Sep 23, 202225Oct 28, 202245

Volatility Chart

The current Bob's Top 10 Stocks 8/12/23 volatility is 9.04%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2024February
9.04%
3.89%
Bob's Top 10 Stocks 8/12/23
Benchmark (^GSPC)
Portfolio components
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