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|
 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
May. 8 2008 : |
|
Percentage Change as of
Apr. 30 2008 : |
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 |
| Asset Value |
40 |
-0.43 |
1.01 |
4.73 |
-2.78 |
-9.88 |
8.58 |
20.75 |
11.71 |
16.93 |
| Earnings Value |
40 |
0.81 |
3.63 |
7.67 |
3.94 |
-7.15 |
7.28 |
18.85 |
9.75 |
16.54 |
| Income |
40 |
0.65 |
1.81 |
4.14 |
-2.31 |
1.50 |
10.70 |
13.14 |
8.30 |
12.82 |
|
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|
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|
|
| Asset Growth |
40 |
1.17 |
4.07 |
11.48 |
-2.96 |
12.61 |
22.64 |
20.43 |
10.14 |
16.60 |
| Earnings Momentum |
40 |
1.21 |
1.75 |
8.69 |
-4.40 |
13.88 |
24.67 |
26.50 |
20.18 |
23.96 |
| Price Momentum |
40 |
1.27 |
3.03 |
10.72 |
-5.98 |
9.37 |
22.94 |
26.01 |
18.37 |
22.18 |
|
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|
|
| Industry Relative |
40 |
0.89 |
1.87 |
8.54 |
-3.20 |
5.21 |
12.39 |
16.82 |
9.78 |
15.64 |
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|
| Dangerous |
40 |
-0.64 |
-0.57 |
2.05 |
-17.39 |
-42.63 |
-5.10 |
4.18 |
-3.47 |
0.73 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
0.47 |
3.76 |
4.79 |
-6.69 |
-6.01 |
21.61 |
26.79 |
18.77 |
22.24 |
| Large Cap Double 10 (I/AG) |
20 |
0.52 |
-0.39 |
2.95 |
-13.65 |
0.10 |
11.52 |
14.36 |
8.75 |
14.04 |
| Indices |
| S&P 500 Total Return |
|
0.37 |
0.95 |
5.87 |
-4.13 |
-4.68 |
8.23 |
10.62 |
3.89 |
9.87 |
| DOW |
|
0.41 |
0.36 |
4.92 |
-3.00 |
-1.86 |
7.95 |
8.62 |
3.53 |
8.95 |
| NASDAQ |
|
0.52 |
1.59 |
7.55 |
-7.58 |
-4.45 |
7.88 |
10.50 |
2.59 |
8.23 |
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