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|
 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Oct. 5 2011 : |
|
Percentage Change as of
Sep. 30 2011 : |
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 |
2.56 |
3.21 |
3.21 |
-15.83 |
-2.60 |
-2.27 |
-3.85 |
10.17 |
11.87 |
| Earnings Value |
40 |
2.50 |
2.51 |
2.51 |
-16.48 |
-8.50 |
-0.62 |
-4.32 |
9.49 |
11.58 |
| Income |
40 |
1.45 |
0.79 |
0.79 |
2.56 |
6.58 |
5.20 |
4.41 |
7.41 |
10.64 |
| |
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|
| Asset Growth |
40 |
2.45 |
1.39 |
1.39 |
-9.72 |
0.64 |
-0.46 |
0.56 |
8.85 |
11.32 |
| Earnings Momentum |
40 |
2.55 |
2.13 |
2.13 |
-18.56 |
-5.44 |
-8.38 |
-4.81 |
6.97 |
15.13 |
| Price Momentum |
40 |
2.14 |
1.14 |
1.14 |
-14.68 |
-4.22 |
-4.83 |
-3.55 |
5.32 |
14.64 |
| |
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|
| Industry Relative |
40 |
2.65 |
2.33 |
2.33 |
-14.14 |
-7.61 |
0.40 |
-1.27 |
4.25 |
10.81 |
| |
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| Dangerous |
40 |
2.67 |
1.44 |
1.44 |
-24.91 |
-18.45 |
-4.50 |
-16.87 |
-4.45 |
-1.86 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
3.33 |
4.14 |
4.14 |
-20.08 |
-7.66 |
-0.21 |
-0.14 |
13.02 |
16.03 |
| Large Cap Double 10 (I/AG) |
20 |
1.26 |
0.90 |
0.90 |
3.75 |
5.57 |
4.62 |
4.02 |
7.12 |
11.38 |
| Indices |
| S&P 500 Total Return |
|
1.84 |
1.19 |
1.19 |
-7.60 |
1.14 |
1.23 |
-1.18 |
2.82 |
7.13 |
| DOW |
|
1.21 |
0.24 |
0.24 |
-5.51 |
1.16 |
0.19 |
-1.35 |
2.12 |
6.20 |
| NASDAQ |
|
2.32 |
1.87 |
1.87 |
-7.25 |
1.97 |
5.07 |
1.35 |
4.89 |
6.60 |
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