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Author: DreadPotato Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 254159  
Subject: Market Performance & Allocation Date: 2/23/2013 8:36 AM
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Market Performance & Asset Allocation
Last Post: http://boards.fool.com/Message.aspx?mid=30545665

Market Total Returns (CAGR ex. YTD)                  YTD(ROI)        TTM  Jan-09 TD  Jan-04 TD     StartD  Reference:
Four-in-One Index (FFNOX) 6% 9% 13% 5% Sep-99 BrdMkt_AA
VL Arithmetic Index (.VAY) 10% 12% 24% 9% Apr-84 VL-Screens
S&P 1500 (EqWt: SPY,MDY,IJR) 10% 11% 18% 7% Jan-93 US-Equity
Foreign (EqWt: EFA,EEM) 2% 3% 12% 9% Apr-01 Foreign-Eq
US Bonds (EqWt: AGG,SHY) -0.4% -0.1% 3.0% 3.7% Jul-02 FixedIncome
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My MI Screens - Total Returns (IRR ex. YTD) YTD(ROI) TTM(IRR) Jan-09 TD Jan-04 TD StartD Vested(N)
ETF Screens Total Return = 4% 5% 4% 6% Jun-98 87%
VL Screens Total Return = 6% 12% 16% 20% Dec-00 99%
MI Screens Total (cash incl'd YTD/TTM) = 4% 6% 10% 15% Jun-98 94%
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Tactical_Asset_Allocation My Assets Target *Dread's* ValueLine Benchmark
Equity - US 62% 72% 55% 65% 50%
Equity - Foreign Incl'd 13% 10% Incl'd 10%
Fixed Income 24% 25% 25% 35% 30%
Cash / UST-Bill / Margin 14% -10% 10% Incl'd 10%
Last change 23-Feb-13 22-Feb-13 31-Aug-12 2-May-12 N/A
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Market_Timing_Allocation Risk Averse Pessimist *Neutral* Moderate Optimist
Cash plus FI na na na na 15%
Signal Count: na na na na 7
Bullish Signals: 0 1 or 2 3 or 4 5 or 6 7
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Market Timing Indicators Status LastChg #Chg/Yr CAGR B&H # Years
ValueLine(.VAY) Daily "ADX(15,15)" Bullish 19-Dec-12 9.7 9% 14% 3.0
ValueLine(VLIA30) "Performance" plus "Breadth" Bullish 22-Feb-13 8.7 4% 15% 3.2
Nasdaq(.IXIC) Daily "TRIN" Breadth Oscillator Bullish 27-Jul-12 5.3 11% 12% 3.0
ValueLine(.VAY) Daily "PO's(5/50,10/100,20/200)" Bullish 10-Aug-12 2.7 5% 14% 3.0
SP400(.MID) Daily "PO's(4/40,8/80,16/160)" Bullish 7-Aug-12 2.7 8% 14% 3.0
Seasonal Timing Strategy Daily (.SPX) Bullish 21-Nov-12 2.0 14% 11% 3.0
SP500(.SPX) Weekly "PO's(2/10,2/20,2/40)" Bullish 22-Oct-11 1.3 8% 11% 3.0
BullishCount/LastChg/Average 7 22-Feb-13 4.6 8.3% 13.1% 3.0
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