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|
 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Sep. 2 2010 : |
|
Percentage Change as of
Aug. 31 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 |
1.20 |
5.05 |
1.63 |
-4.54 |
1.20 |
-11.86 |
-4.65 |
9.37 |
12.17 |
| Earnings Value |
40 |
0.75 |
4.16 |
3.75 |
-3.07 |
4.96 |
-6.24 |
-4.75 |
8.89 |
12.35 |
| Income |
40 |
0.74 |
3.13 |
7.63 |
0.93 |
7.96 |
-2.44 |
4.11 |
6.58 |
10.45 |
| |
|
|
|
|
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|
|
|
|
|
| Asset Growth |
40 |
2.33 |
6.50 |
5.24 |
1.76 |
5.41 |
-12.44 |
-0.81 |
-1.35 |
11.13 |
| Earnings Momentum |
40 |
1.38 |
5.27 |
8.33 |
-8.92 |
-2.38 |
-17.39 |
-3.96 |
1.92 |
15.67 |
| Price Momentum |
40 |
1.73 |
6.15 |
7.50 |
-2.13 |
-2.56 |
-15.41 |
-2.85 |
-1.44 |
15.18 |
| |
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|
|
|
| Industry Relative |
40 |
0.86 |
4.04 |
3.97 |
-2.72 |
4.63 |
-7.82 |
-0.28 |
1.15 |
11.39 |
| |
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| Dangerous |
40 |
1.67 |
5.26 |
3.37 |
15.27 |
15.42 |
-20.73 |
-13.35 |
-10.18 |
-1.28 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
1.63 |
5.78 |
5.33 |
-3.03 |
0.45 |
-9.48 |
1.36 |
11.52 |
17.03 |
| Large Cap Double 10 (I/AG) |
20 |
1.25 |
3.86 |
3.70 |
-2.81 |
2.99 |
-4.85 |
2.13 |
3.33 |
11.13 |
| Indices |
| S&P 500 Total Return |
|
0.92 |
3.90 |
6.17 |
-0.90 |
4.91 |
-8.66 |
-0.91 |
-1.81 |
6.99 |
| DOW |
|
0.49 |
3.05 |
5.59 |
-1.04 |
5.46 |
-9.15 |
-0.91 |
-1.13 |
6.06 |
| NASDAQ |
|
1.06 |
4.07 |
4.30 |
-3.05 |
5.22 |
-6.62 |
-0.36 |
-6.65 |
6.19 |
|
