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|
 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Mar. 9 2010 : |
|
Percentage Change as of
Feb. 26 2010 : |
Annualized
Return since
Dec. 31 1993 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Asset Value |
40 |
0.04 |
5.10 |
7.69 |
7.69 |
67.38 |
-7.84 |
-1.15 |
13.37 |
13.41 |
| Earnings Value |
40 |
0.07 |
5.46 |
6.69 |
6.69 |
79.07 |
-7.11 |
-1.52 |
12.36 |
13.34 |
| Income |
40 |
-0.03 |
2.21 |
0.77 |
0.77 |
41.30 |
0.49 |
4.61 |
8.07 |
10.84 |
| |
|
|
|
|
|
|
|
|
|
|
| Asset Growth |
40 |
0.40 |
4.79 |
5.15 |
5.15 |
39.85 |
-7.19 |
1.91 |
-1.58 |
11.83 |
| Earnings Momentum |
40 |
0.25 |
6.13 |
3.80 |
3.80 |
29.53 |
-10.72 |
0.22 |
4.01 |
17.07 |
| Price Momentum |
40 |
0.53 |
8.53 |
6.80 |
6.80 |
33.48 |
-9.79 |
1.89 |
-0.30 |
16.16 |
| |
|
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|
|
|
| Industry Relative |
40 |
0.10 |
2.94 |
4.70 |
4.70 |
52.13 |
-2.74 |
2.71 |
3.09 |
12.34 |
| |
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|
| Dangerous |
40 |
1.63 |
7.51 |
18.74 |
18.74 |
146.80 |
-25.34 |
-10.96 |
-12.24 |
-1.27 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
0.22 |
5.11 |
5.49 |
5.49 |
75.46 |
-4.39 |
5.54 |
14.67 |
18.26 |
| Large Cap Double 10 (I/AG) |
20 |
0.11 |
3.13 |
1.75 |
1.75 |
31.82 |
0.37 |
4.29 |
4.30 |
11.86 |
| Indices |
| S&P 500 Total Return |
|
0.18 |
3.30 |
2.67 |
2.67 |
53.62 |
-5.67 |
0.37 |
-0.31 |
7.49 |
| DOW |
|
0.11 |
2.32 |
1.31 |
1.31 |
46.19 |
-5.59 |
-0.83 |
0.19 |
6.46 |
| NASDAQ |
|
0.36 |
4.58 |
3.15 |
3.15 |
62.45 |
-2.52 |
1.76 |
-7.14 |
6.77 |
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