Message Font: Serif | Sans-Serif
No. of Recommendations: 2
Its been a difficult year for this strategy as well as my MI screens. Last quarter the sector groups were dropped and things rearranged. This seems to have stabalized performance and trading frequency.

Market Total Returns (CAGR ex. YTD)           YTD(ROI)       TTM  Jan-09 TD  Jan-03 TD  StartD  Reference:
Four-in-One Index (FFNOX) 14% 14% 13% 7% Sep-99 BrdMkt_AA
VL Arithmetic Index (.VAY) 15% 15% 22% 12% Apr-84 VL-Screens
S&P 1500 (EqWt: SPY,MDY,IJR) 13% 12% 16% 9% Jan-93 US-Equity
Foreign (EqWt: EFA,EEM) 14% 14% 13% 12% Apr-01 Foreign-Eq
US Bonds (EqWt: AGG,SHY) 0.4% 0.4% 2.7% 3.4% Jul-02 FixedIncome
My MI Screens - Average Annual IRR (ex. YTD) YTD(ROI) TTM(IRR) Jan-09 TD Jan-03 TD StartD Vested (N)
BroadMarket_AA: SMA_PO 6% 7% 10% 10% Jun-98 88%
ETF's @ WT: RRS_TAR/Balanced 1% 1% 3% 1% Apr-07 60%
ETF's @ IRA: RRS_FIDO_Free 1% 1% 4% 10% Feb-99 94%
ETF Screens Total Return = 3.2% 3.5% 3.2% 6.0% Jun-98 76%

Tactical_Asset_Rotation : ETF's
PowerShares DB Commodity Index (DBC)
PowerShares FTSE RAFI Dev Mkts ex-US (PXF)
PowerShares FTSE RAFI US 1000 (PRF)
Vanguard REIT Index ETF (VNQ)
iShares Barclays 20+ Year Treas Bond (TLT)
PowerShares Preferred (PGX)

Balanced: ETF's
iShares Barclays Aggregate Bonds (AGG)
iShares Russell Top 200 Index (IWL)
iShares Russell MidCap Index (IWR)
iShares Russell 2000 Index (IWM)
iShares Russell Microap Index (IWC)
Dow Jones US Real Estate (IYR)
MSCI EAFE Small Cap Index (SCZ)
iShares Barclays 10-20 Yr Bonds (TLH)
PowerShares DB Agriculture Fund (DBA)
PowerShares DB Base Metals Fund (DBB)
PowerShares DB Energy Fund (DBE)
PowerShares DB Precious Metals Fund (DBP)

IRA_Acct. - FIDO_Free: ETF's
iBoxx $ Investment Grade Corporate (LQD)
DJ Select Dividend (DVY)
MSCI Emerging Markets (EEM)
JPM Emerging Markets Bond Fund (EMB)
DJ International Select Dividend (IDV)
S&P Mid Cap 400 (IJH)
S&P Small Cap 600 (IJR)
S&P 500 (IVV)
DJ US Real Estate (IYR)
iBoxx High Yield Corporate Bond (HYG)
Fidelity Nasdaq Composite Index (ONEQ)

Shortables: ETF's
S&P 500 (IVV)
Dow Jones US Real Estate (IYR)
Russell 2000 (IWM)
S&P 500 Growth (IVW)
MSCI Emerging Markets (EEM)
iBoxx High Yield Corporate Bond (HYG)
iBoxx $ Investment Grade Corporate (LQD)
S&P Mid Cap 400 (IJH)
PowerShares QQQ (QQQ)
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.