No. of Recommendations: 5
Market Performance & Asset Allocation
Last Post: http://boards.fool.com/Message.aspx?mid=30317248

Market Total Returns (CAGR ex. YTD)                  YTD(ROI)        TTM  Jan-09 TD  Jan-03 TD     StartD  Reference:
Four-in-One Index (FFNOX) 11.7% 5.2% 12.4% 7.0% Sep-99 BrdMkt_AA
VL Arithmetic Index (.VAY) 11.6% 7.3% 22.0% 11.5% Apr-84 VL-Screens
S&P 1500 (EqWt: SPY,MDY,IJR) 11.2% 8.5% 16.0% 8.8% Jan-93 US-Equity
Foreign (EqWt: EFA,EEM) 8.4% -2.9% 11.6% 11.7% Apr-01 Foreign-Eq
US Bonds (EqWt: AGG,SHY) 0.7% 1.1% 3.0% 3.5% Jul-02 FixedIncome
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MI Screens - Total Returns (IRR ex. YTD) YTD(ROI) TTM(IRR) Jan-09 TD Jan-03 TD StartD Vested(N)
ETF Screens Total Return = 1.4% 2.1% 2.9% 5.9% Jun-98 82%
VL Screens Total Return = 10.9% 12.7% 15.6% 19.8% Feb-98 82%
MI Screens Total (cash incl'd YTD/TTM) = 6.2% 7.6% 9.0% 14.5% Mar-96 82%
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Tactical_Asset_Allocation Assets Target *Dread's* S&P ValueLine Benchmark
Equity - US 54% 55% 55% 65% 50%
Equity - Foreign Incl'd 10% 10% Incl'd 10%
Fixed Income 25% 25% 25% 35% 30%
Cash / UST-Bill / Margin 21% 10% 10% Incl'd 10%
Last change 27-Oct-12 19-Oct-12 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 35% na
Signal Count: na na na 5 na
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)" Bearish 15-Oct-12 10.7 4.7% 12.5% 3.0
ValueLine(VLIA30) "Performance" plus "Breadth" Bullish 19-Oct-12 9.0 3.9% 11.3% 2.9
Nasdaq(.IXIC) Daily "TRIN" Breadth Oscillator Bullish 27-Jul-12 6.3 10.4% 13.5% 3.0
ValueLine(.VAY) Daily "PO's(5/50,10/100,20/200)" Bullish 10-Aug-12 2.7 3.1% 13.8% 3.0
S&P400(.MID) Daily "PO's(4/40,8/80,16/160)" Bullish 7-Aug-12 2.7 7.1% 13.7% 3.0
Seasonal Timing Strategy (.SPX) Bearish 23-Apr-12 1.7 12.9% 10.6% 3.0
S&P500(.SPX) Daily "PO's(10/40,20/80,40/160)" Bullish 1-Nov-11 1.3 9.1% 10.6% 3.0
BullishCount/LastChg/Average 5 19-Oct-12 4.9 7.3% 12.3% 3.0
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