Below you can see the positive performance of bonds vs.
stocks YTD.
, as a result of continued / incremental purchases & sustained price appreciation — it was my best - performing
stock YTD — in the end, the offer was just icing on the cake!
Not exact matches
The consequences of such misalignment are behavior like what we are seeing with Valeant (VRX), whose
stock is down 74 %
YTD and whose internal controls may get a qualified opinion by their auditor.
Even with today's 3 percent jump the
stock is down 30 percent
YTD.
Earnings disappointed again in February, and most recently in August, sending the
stock down a total of 31 %
YTD.
With a
stock price that is down
YTD, another firm could step in and acquire MFRM at a value that is much higher than the current market price.
Like bonds, the prospect of the Fed tapering and causing rising interest rates has helped bring the 2013
YTD returns for the S&P U.S. Preferred
Stock Index to -1 %.
That said, it appears that many view ATRO the same as we do as the
stock has performed very well (up about 24 %
YTD) and is currently not trading at its usual discount to the group.
The FANG
stocks (Facebook, Amazon, Netflix, and Google) are a group of tech companies that have carried the market this year, creating $ 440B in value
YTD.
Divided into different subsectors and colored by performance
YTD, it helps give an idea of what has outperformed the market, and which
stocks have been left in the dust.
The S&P 500 ® was up 22.1 %
YTD as of Dec. 19, 2017 (including reinvested dividends), and international
stocks were generally even more kind to USD investors (S&P Global Ex-U.S. BMI Gross Total Return [USD] was up 26.3 %
YTD).
You are underperforming the
stock market right now — the S&P 500 is up 20.25 %
YTD through December 1, 2017.
Coupon type can also provide differing exposure, as the S&P U.S. Variable Rate Preferred
Stock Index (TR) returned twice the amount of the S&P 500 Bond Index, at 11.02 %
YTD, as of Dec. 18, 2017.
Among the social media
stocks, Facebook has avoided similar declines and is up over 6 %
YTD compared to the 33 % and 29 % declines by Twitter and LinkedIn, respectively.
With
YTD growth of roughly 24 %, the
stock market has performed well so far in 2013, but how long will this last?
The total return of U.S. preferred
stocks, represented by the S&P U.S. Preferred
Stock Index, gained 8.57 %
YTD as of Oct. 20, 2017.
The performance
YTD is even more astonishing considering 2016 started off with the worst opening 2 weeks of a year in
stock market history.
The indicative yield of U.S. preferred
stocks was 5.90 %
YTD, which offered a significant yield pick - up over investment - grade corporates and comparable yield to high - yield bonds.
Here's the latest update on our investment returns: our
stock allocation is down 50 %
YTD, though our total portfolio is «only» down by 28 %
YTD, thanks to asset allocation and
stock market diversification methods.
As he stayed true to his discipline, Mr. Cinnamond's
stocks continued to excel (the
stock portion of his portfolio is up approximately 90 %
YTD) but fewer opportunities were popping up.
The
stock's P / E ratio now sits at 14.26 after a drop of over 13 %
YTD.
She's into lo risk, moderate risk, and company
stock; 35/35/30 and aggregate 11.6 % last
YTD.
Not only has the
stock itself been beaten a bit with > 5 %
YTD, the CAD currency has had a similar experience with going 10 - 12 %
YTD.
Another high - quality value play, ALB's
stock is down more than 11 %
YTD.
US
stocks have
YTD returns of 22.8 percent * and * on top of it, the US dollar has strengthened by 6 percent.
Only half the
stocks in the S&P 500 are positive
YTD while the average
stock is up just 0.15 %.
The $ 200 is
YTD, and more than half the
stocks in my portfolio (including some of my biggest payers) have already increased their dividends.
Like bonds, the prospect of the Fed tapering and causing rising interest rates has helped bring the 2013
YTD returns for the S&P U.S. Preferred
Stock Index to -1 %.
Updated snapshots of this year's top winners & losers might prove instructive... [NB: Each
stock's gain / loss is simply measured from its TGISVP evaluation date (i.e. Feb - May, except for NTR), so actual
YTD performance rankings of
stocks might look a little different].
Note: Q3 2012
YTD performance for each
stock is TGISVP specific — that is, performance is measured from the specific date (in Q1) I set a target price for each
stock.
[Apologies if you'd prefer to see actual
YTD performance for all
stocks — but I suspect there'd be a high degree of overlap in the winners & losers, anyway].
-- Q3 2012
YTD performance for each
stock is TGISVP specific — i.e., measured from the specific (Q1) date I set a target price for each
stock — because this was / is intended to be a real - time exercise in portfolio construction & management
Compared to its peers, the
stock has a higher premium although the
stock is technically in correction mode having fallen 10 %
YTD.
At the time of writing, the
stock is already down 10 %
YTD due to interest rate jitters.
The
stocks with the «most concentrated» hedge fund ownership have outperformed the S&P 500 in 2010
ytd by 191 bp (+1.1 % vs. -0.8 %).
I'm bemused to see: i) 40 % of these H1 2012 Top 10 Losers were actually in my original bottom 10 of TGISVP — out of 70 + shares, not a bad forecast at all, and ii) 60 % of these H1 2012 Top 10 Losers remain in the new Bottom 15
Stocks chart above, despite their losses
YTD!
After a very strong year, Netflix, Inc. (NASDAQ: NFLX) has seen its share price surge over 250 %
YTD and over 445 % in the past 12 months as of today, positioning itself as the fastest - growing
stock in the S&P 500.
I have wondered for a long time why the Shadow
Stock Portfolio's compound annual average return is measured against the VTSMX, rather than the NAESX and the DFSCX like you do when reporting monthly and
YTD performance?
As such, the
YTD total for the percentage increase will continue to factor in year - over-year increases in
stocks» respective dividends, which will be more accurate than averaging out the quarterly totals.
For example, if a fund was 10 % invested in
stocks and had returned 1 %
YTD, we impute a
stock return of 10 % for that period.