Conservative Growth /Balanced
Vs. S&P 500 - Barclays Aggr. (60/40)
($100,000.00 invested on 7/20/2008)
*This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
($100,000.00 invested on 7/20/2008)
*This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
Trailing Returns as of 5/20/2013(since: 7/20/2008)
| YTD | 3 Month | 6 Month | 12 Month | Inception | Annualized | ||
| Conservative Growth /Balanced | 15.67 % | 9.48 % | 20.39 % | 28.10 % | 105.46 % | 16.05 % | |
| SP500/BAR-60/40 | 10.50 % | 6.78 % | 12.49 % | 19.14 % | 46.05 % | 8.14 % | |
| Difference | 5.17 % | 2.70 % | 7.90 % | 8.96 % | 59.41 % | 7.90 % | |
| Year | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| 2008 | -5.76 % | -14.94 % | 9.17 % |
| 2009 | 24.23 % | 18.46 % | 5.77 % |
| 2010 | 26.86 % | 12.19 % | 14.67 % |
| 2011 | 5.15 % | 4.98 % | 0.17 % |
| 2012 | 13.74 % | 11.37 % | 2.38 % |
2013
| Qtr | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| Q1 | 8.93 | 6.31 | 2.62 |
2012
| Qtr | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| Q1 | 10.11 | 7.67 | 2.44 |
| Q2 | -4.40 | -0.83 | -3.57 |
| Q3 | 6.09 | 4.45 | 1.64 |
| Q4 | 1.85 | -0.14 | 1.99 |
2011
| Qtr | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| Q1 | 5.19 | 3.72 | 1.47 |
| Q2 | 1.97 | 0.98 | 0.99 |
| Q3 | -8.71 | -6.79 | -1.92 |
| Q4 | 7.39 | 7.54 | -0.15 |
2010
| Qtr | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| Q1 | 8.92 | 3.94 | 4.98 |
| Q2 | -3.63 | -5.46 | 1.83 |
| Q3 | 7.94 | 7.77 | 0.18 |
| Q4 | 11.96 | 5.94 | 6.03 |
2009
| Qtr | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| Q1 | 0.57 | -6.56 | 7.13 |
| Q2 | 10.89 | 10.27 | 0.62 |
| Q3 | 7.09 | 10.86 | -3.77 |
| Q4 | 4.02 | 3.70 | 0.32 |
2008
| Qtr | Conservative Growth /Balanced | SP500/BAR-60/40 | Difference |
|---|---|---|---|
| Q3 | 3.91 | -4.06 | 7.97 |
| Q4 | -9.31 | -11.33 | 2.02 |
*This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
The Conservative Growth / Balanced Model Portfolio is designed to offer investors long-term price appreciation, long-term dividend growth and short-term income (yield) of at least 1% above that of the S&P 500. The benchmark is 60% S&P 500 and 40% Barclays Aggregate Bond.
The manager will add value both with security selection as well as asset allocation between cash, bonds and stocks. In all cases, the manager will adhere to the two goals of long-term appreciation in the portfolio as well as capital preservation, making the portfolio ideal for those in or nearing retirement.
Cash is not required but can go as high as 45% at times when both stocks and bonds are unattractive. Stocks will be a minimum of 45% and a maximum of 75%. Bonds can be as low as 10% and as high as 55%.
ETFs may be used for both equity exposure and all bond exposure. Asset allocation for both tactical and strategic reallocations is likely to generate most of the turnover.
* Dollar weighted average price from first buy to last sell
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Current Positions
| Ticker | Company Name | Date Added | Cost | Current | Gain/Loss | Shares Needed |
|---|---|---|---|---|---|---|
| XXXX | Register for FREE TRIAL | 1/19/2012 | $13.41 | $11.95 | -10.85 % |
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| XXXX | Register for FREE TRIAL | 12/23/2010 | $109.72 | $167.85 | 52.98 % |
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| XXXX | Register for FREE TRIAL | 3/20/2013 | $42.00 | $48.02 | 14.35 % |
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| XXXX | Register for FREE TRIAL | 7/8/2011 | $27.21 | $24.77 | -8.98 % |
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| XXXX | Register for FREE TRIAL | 10/18/2012 | $54.79 | $64.45 | 17.63 % |
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| XXXX | Register for FREE TRIAL | 10/24/2011 | $14.51 | $19.71 | 35.87 % |
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| XXXX | Register for FREE TRIAL | 7/28/2010 | $19.65 | $23.94 | 21.84 % |
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| XXXX | Register for FREE TRIAL | 6/28/2010 | $91.48 | $124.78 | 36.40 % |
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| XXXX | Register for FREE TRIAL | 1/18/2011 | $21.83 | $24.08 | 10.33 % |
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| XXXX | Register for FREE TRIAL | 11/8/2010 | $107.46 | $107.01 | -0.42 % |
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| XXXX | Register for FREE TRIAL | 2/4/2013 | $29.16 | $34.67 | 18.90 % |
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| XXXX | Register for FREE TRIAL | 4/15/2013 | $33.67 | $32.28 | -4.11 % |
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| XXXX | Register for FREE TRIAL | 7/28/2011 | $28.54 | $34.46 | 20.75 % |
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| XXXX | Register for FREE TRIAL | 4/9/2012 | $37.71 | $55.59 | 47.40 % |
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