Portfolios and Their Performance 01-2012

In January 2012, our dynamic models for Aggressive, Moderate, Conservative and Defensive portfolios gained 5.2%, 4.3%, 3.3% and 2.5%, respectively, outperforming their respective benchmarks by more than 1%.  The over-weights in IWM, VWO, IYR  contributed to the outperformance (See Table 1 and Table 2).

Table 1: Portfolio Performance

Table 2: ETF Performance

ETF Dec-11 Jan-12
SPY 1.1% 4.6%
IWM 0.8% 7.1%
EFA -1.3% 5.3%
VWO -3.7% 10.8%
IYR 5.0% 6.6%
AMJ 5.6% 1.9%
GLD -10.5% 11.4%
GSG -1.6% 2.4%
HYG 3.5% 1.5%
AGG 1.1% 0.7%
TIP -0.3% 2.3%
IEF 1.6% 0.9%
TLT 2.5% -0.3%
SHY 0.1% 0.1%

Table 3: Dynamic Portfolios in 01-2012

Table 4: Static Portfolios

 

 

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