Strategic and Flex Portfolio Performance Through July 2014

US and Foreign Indexes		3 mo	1 yr	3 yr	5 yr	10 yr	2008
Stock Markets (50-40-10)		1.8%	16.1%	12.4%	13.1%	7.6%	-40.2%
S&P 500		3.0%	16.9%	16.8%	16.8%	8.0%	-37.0%
MSCI EAFE		0.6%	15.1%	8.0%	9.4%	7.1%	-43.4%
US OE Diversified Emg Mrkts		6.5%	13.0%	0.3%	7.0%	11.3%	-54.4%
Barclays Agg Bond--US		0.9%	4.0%	3.0%	4.5%	4.8%	5.2%
Barclays Agg Bond--Global		0.4%	5.1%	1.6%	4.0%	5.0%	4.8%
Aggressive		1.7%	14.6%	11.4%	12.1%	7.4%	-36.3%
90 Flex V		0.8%	9.9%	8.5%	11.3%		-19.1%
90 Strategic II		0.8%	11.2%	12.6%	15.5%	10.0%	-34.0%
Fidelity 90		1.6%	14.2%	12.2%	13.2%	7.8%	-35.2%
Moderately Aggressive		1.6%	13.5%	10.4%	11.4%	7.3%	-32.0%
80 Flex V		1.0%	9.6%	8.1%	11.0%		-16.9%
80 Strategic II		0.9%	10.5%	11.8%	14.4%	9.6%	-30.2%
Fidelity 80		1.2%	12.7%	10.3%	11.3%	7.3%	-32.0%
Moderate		1.3%	11.0%	8.4%	9.6%	6.8%	-23.1%
60 Flex V		1.3%	9.1%	8.0%	10.9%		-13.1%
60 Strategic II		1.1%	9.3%	10.1%	12.6%	8.9%	-24.2%
Vanguard 60		1.9%	9.3%	9.1%	10.3%	6.6%	-23.8%
Moderately Conservative		1.0%	8.5%	6.3%	7.7%	6.2%	-13.3%
40 Flex V		1.6%	8.7%	8.1%	10.9%		-13.1%
40 Strategic II		1.0%	7.3%	7.7%	9.9%	7.5%	-16.8%
Vanguard 40		1.5%	6.8%	6.6%	8.0%	5.9%	-15.1%
Conservative		0.8%	6.0%	4.2%	5.7%	5.5%	-2.5%
20 Flex V		1.9%	8.2%	7.6%	10.4%		-5.2%
20 Strategic II		0.9%	5.4%	5.4%	7.4%	6.3%	-9.1%
Vanguard 20		1.3%	5.2%	4.9%	6.6%	5.6%	-0.7%
Asset Allocation		USA	x-USA	Bond	Cash	Other
20 Flex V		14%	5%	48%	29%	4%
40 Flex V		28%	10%	31%	26%	5%
60 Flex V		34%	15%	21%	24%	6%
80 Flex V		44%	20%	8%	21%	7%
90 Flex V		51%	22%	1%	18%	7%
20 Strategic II		11%	6%	52%	27%	3%
40 Strategic II		22%	12%	40%	22%	3%
60 Strategic II		35%	18%	27%	17%	3%
80 Strategic II		45%	25%	14%	14%	3%
90 Strategic II		50%	29%	8%	11%	3%
NOTE 1:  Past performance is no guarantee of specific future results.  This data is presented by Potomac Wealth Strategies, LLC.  This data is from Morningstar and should be accurate, but it has not been independently verified.
NOTE 2:  "Flex" and "Strategic" portfolios are designed and managed by Potomac Wealth Strategies, LLC.  These models show track records of better returns, lower volatility, or both, compared to their benchmarks and popular competitors.
NOTE 3:  "Vanguard 80" and "Fidelity 80" are low-cost Moderately Aggressive portfolios.  They are comprised of index funds from Vanguard or Fidelity.  This is what many might recommend due to low-costs and portfolio efficiency.
NOTE 4:  Nothing on this blog post represents investment advice to any individual or organization.  If the information hereon is of interest to you, please contact us at Garo.Partoyan@PotomacWealthStrategies.com for a consultation.