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Finance & Stock Groups Forum Index » Mutual Funds » S&P 5 Star rated stocks in a fund
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| Siddharth - ibookdb.net |
 Posted: Fri Jul 13, 2007 7:09 pm |
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Looking at the long term performance, the stocks rated 5* by S&P
outperformed the S&P 500 significantly.
Is there a fund of S&P 5* rated stocks? |
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| Siddharth - ibookdb.net |
| Posted: Fri Jul 13, 2007 7:38 pm |
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Ed wrote:
Quote: "Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f784ie$5ji$1@murdoch.acc.Virginia.EDU...
Looking at the long term performance, the stocks rated 5* by S&P
outperformed the S&P 500 significantly.
Is there a fund of S&P 5* rated stocks?
There was, Bear Stearns had it. I'm not sure but I think they sold their
funds.
Might be limited to Value Line now. Similar but not just S&P stocks.
I tracked the S&P 5 Star Stocks for awhile and I was not impressed. I
started a Yahoo portfolio earlier this year using their 5 star stocks and
it's up 0.38% ytd.
0.38% ytd is dismal for this year. Is there a way to find their 1,3,5yr
returns somewhere?
Thanks |
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| Ed |
| Posted: Fri Jul 13, 2007 7:38 pm |
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"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f784ie$5ji$1@murdoch.acc.Virginia.EDU...
Quote: Looking at the long term performance, the stocks rated 5* by S&P
outperformed the S&P 500 significantly.
Is there a fund of S&P 5* rated stocks?
There was, Bear Stearns had it. I'm not sure but I think they sold their
funds.
Might be limited to Value Line now. Similar but not just S&P stocks.
I tracked the S&P 5 Star Stocks for awhile and I was not impressed. I
started a Yahoo portfolio earlier this year using their 5 star stocks and
it's up 0.38% ytd. |
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| Ed |
| Posted: Fri Jul 13, 2007 11:05 pm |
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"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f78gr0$adk$1@murdoch.acc.Virginia.EDU...
Quote: Ed wrote:
"Siddharth - ibookdb.net" <nospam@ibookdb.net> wrote in message
news:f784ie$5ji$1@murdoch.acc.Virginia.EDU...
Looking at the long term performance, the stocks rated 5* by S&P
outperformed the S&P 500 significantly.
Is there a fund of S&P 5* rated stocks?
There was, Bear Stearns had it. I'm not sure but I think they sold their
funds.
Might be limited to Value Line now. Similar but not just S&P stocks.
I tracked the S&P 5 Star Stocks for awhile and I was not impressed. I
started a Yahoo portfolio earlier this year using their 5 star stocks and
it's up 0.38% ytd.
0.38% ytd is dismal for this year. Is there a way to find their 1,3,5yr
returns somewhere?
Thanks
None that I know of. Keep in mind that they constantly change. The portfolio
I built was made up not only of S&P 5 star stocks but they also had 5 stars
for value/timeliness. What crap this is. Do your own thing. you'll be better
off. |
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| Flasherly |
| Posted: Sat Jul 14, 2007 4:50 am |
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On Jul 13, 11:09 am, "Siddharth - ibookdb.net" <nos...@ibookdb.net>
wrote:
Quote: Looking at the long term performance, the stocks rated 5* by S&P
outperformed the S&P 500 significantly.
Is there a fund of S&P 5* rated stocks?
Maximum significance:
http://finance.yahoo.com/q/bc?s=VTI&t=5y&l=on&z=m&q=l&c=rsp,spy,%5EGSPC
-crosspost-
With the Rydex equal-weighted S&P 500 ETF (RSP), traders can now trade
a version of the popular market average that has performed quite well
in recent history. Going back to May, 2003, for example, the weighted
S&P (SPY) has been up about 39%. The unweighted RSP, however, has
risen by almost 66%. What that's telling us is that the smaller
components of the S&P 500 have outperformed their larger counterparts.
-http://traderfeed.blogspot.com/2006/07/rsp-and-spy-unweighted-and-
weighted-sp.html
--
-newsfeed-
2006 was good for stock mutual-fund investors, but not for star
managers. Only eight large-cap mutual-funds were able to consistently
maintain top-quartile performances for five straight years. That
represented 3% of the large-cap universe reviewed by S&P.
Mid-caps, only two made the cut, or 2.5% of the total. And in small-
caps, no funds made the S&P's list of consistent outperformers. "Using
past performance to predict future winners is slightly better than
throwing darts," Srikant Dash, S&P's index strategist, said. "We found
your chances of picking a top-quartile fund either way was about the
same."
Taking a more long-term perspective didn't change the results much.
Random [fund picks] would've given investors a 25% chance of selecting
a winner.
Morningstar's Dan Culloton points to when reviewing funds: "There's
really no one magic bullet that will guide you to a long-term
outperformer," he said. "The best thing you can do is stack the odds
as much in your favor as possible. That means taking into account
costs, strategy of a particular manager and risk profiles."
-http://www.marketwatch.com/news/story/managers-find-continued-
outperformance-elusive/story.aspx?guid=%7B72A1B5F8-B34B-49E2-A634-
D7F64568E533%7D |
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| Ben Sharvy |
| Posted: Tue Jul 17, 2007 5:04 am |
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On Jul 14, 1:26 am, "Ed" <fri...@fishinthe.net> wrote:
Quote: "Siddharth - ibookdb.net" <nos...@ibookdb.net> wrote in messagenews:f784ie$5ji$1@murdoch.acc.Virginia.EDU...
I tracked the S&P 5 Star Stocks for awhile and I was not impressed. I
started a Yahoo portfolio earlier this year using their 5 star stocks and
it's up 0.38% ytd.
Did you track every 5 star stock?
Naturally, S&P tracks its ratings, and (naturally) reports great
results. |
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| Ed |
| Posted: Tue Jul 17, 2007 11:39 am |
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"Ben Sharvy" <spamblam@hotmail.com> wrote in message
news:1184634298.773535.166980@z28g2000prd.googlegroups.com...
Quote: On Jul 14, 1:26 am, "Ed" <fri...@fishinthe.net> wrote:
"Siddharth - ibookdb.net" <nos...@ibookdb.net> wrote in
messagenews:f784ie$5ji$1@murdoch.acc.Virginia.EDU...
I tracked the S&P 5 Star Stocks for awhile and I was not impressed. I
started a Yahoo portfolio earlier this year using their 5 star stocks and
it's up 0.38% ytd.
Did you track every 5 star stock?
Naturally, S&P tracks its ratings, and (naturally) reports great
results.
They were on the list that was current Jan. 18 of this year.
14 of them were rated 5 stars (strong buy) and had a fair value ranking of
5, this is the most undervalued. 7 are up, 7 are down. Together they are up
0.28%. Vanguard S&P500 is up 10.23%. |
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| Ben Sharvy |
| Posted: Tue Jul 17, 2007 2:21 pm |
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14 stocks over a 6-month period isn't terribly significant. At the
moment, there are over 80 stocks S&P gives 5 stars. |
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| Ed |
| Posted: Tue Jul 17, 2007 2:33 pm |
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"Ben Sharvy" <spamblam@hotmail.com> wrote in message
news:1184667685.207606.121020@x35g2000prf.googlegroups.com...
Quote: 14 stocks over a 6-month period isn't terribly significant. At the
moment, there are over 80 stocks S&P gives 5 stars.
Are all 80 currently rank 5 for fair value as well? |
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