|RETURN AND EXPENSE COMPARISON (as of Jan 2016)|
|1 Month:||2.44%||1 Year:||-3.64%|
|3 Month:||-4.22%||3 Year:||10.18%|
|6 Month:||1.79%||5 Year;||8.71%|
|Last Cap Gain||0.0|
|RETURN AND VOLATILITY MEASURES|
|1 Year||3 Year|
Alpha - measures the portfolio manager's contribution to performance that is independent of the benchmark.
Beta - measures the portfolio sensitivity to movements in the market relative to the selected underlying benchmark.
R-squared - mesausres how closely the derived forecast was able to explain the performance of the last three years. It also measures diversification with lower number indicating more independence from benchmark.
Standard deviation - measures how closely actual values matched the forecasted values for performance.
Semi-deviation - only considers values that fall below the risk free rate of return.
|Top Ten Holdings|
|Berkshire Hathaway Inc||9.75%|
|Wells Fargo & Co||8.24%|
|JPMorgan Chase & Co||7.99%|
|Bank of America Corp||5.16%|
|American International Group Inc||2.48%|
|Simon Property Group Inc||2.36%|
|Goldman Sachs Group Inc||2.28%|
|MOST RECENT RATINGS CHANGES|
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts
More than 30 investing pros with skin in the game give you actionable insight and investment ideas.