| US and Foreign Indexes | 3 mo | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr | 2008 | |
| Stock Markets (72-21-7) | -1.2% | 12.6% | 13.0% | 7.2% | 8.9% | 5.2% | -41.0% | |
| S&P 500 PR | -1.2% | 11.8% | 13.3% | 8.5% | 11.0% | 7.2% | -38.5% | |
| Dow Jones Industrial Avg PR | -2.5% | 16.7% | 16.7% | 10.7% | 10.6% | 7.0% | -33.8% | |
| MSCI EAFE | -2.2% | 11.9% | 10.2% | 2.7% | 3.7% | -0.2% | -45.1% | |
| MSCI EM | 1.1% | 22.2% | 18.3% | 6.3% | 2.5% | 0.6% | -54.5% | |
| Barclays Agg Bond--US | -1.5% | 1.2% | 0.8% | 1.2% | 1.8% | 3.6% | 5.2% | |
| Citi WGBI nonUSD (foreign bonds) | 4.4% | 12.9% | 3.7% | 5.0% | 1.4% | 1.8% | 10.1% | |
| Aggressive (95% stocks-5% bonds) | -0.8% | 12.1% | 13.3% | 7.0% | 8.4% | 5.6% | -38.9% | |
| 95 Strategic III | -0.9% | 10.9% | 11.9% | 7.8% | 9.3% | 9.1% | -30.9% | |
| 95 Strategic USA II | -0.7% | 10.4% | 12.8% | 8.7% | 11.0% | 11.2% | -25.8% | |
| 95 Strategic IV | 0.3% | 15.4% | 15.8% | 9.7% | 10.6% | 9.4% | -33.5% | |
| 95 Schwab index 2017 | -0.5% | 12.6% | 14.2% | 8.1% | 10.2% | 7.7% | -34.3% | |
| 95 Schwab ETF 2018 | -0.6% | 15.2% | 15.5% | 9.1% | 10.6% | |||
| Confluence Value Opportunities | -2.0% | 1.8% | 8.0% | 15.3% | 13.0% | -22.3% | ||
| Confluence Equity Income | -3.4% | 8.1% | 9.3% | 11.3% | 10.8% | -18.9% | ||
| WealthFront 9 | -0.1% | 14.6% | 14.8% | 7.8% | 8.1% | 5.6% | -38.1% | |
| American Funds Port Ser Growth | 1.2% | 17.5% | 17.4% | 10.7% | 12.7% | 8.5% | -39.5% | |
| American Funds Port Ser Global Growth | 1.2% | 18.8% | 17.3% | 9.9% | 11.2% | 7.2% | -40.3% | |
| Moderately Aggressive (75-25) | -1.2% | 8.0% | 9.2% | 4.7% | 5.8% | 4.6% | -31.0% | |
| 80 Strategic II | -1.0% | 11.9% | 13.7% | 7.5% | 9.5% | 9.5% | -31.2% | |
| 80 Strategic III | -0.8% | 10.3% | 11.2% | 7.5% | 8.9% | 8.9% | -28.9% | |
| 80 Strategic IV | 0.1% | 12.6% | 13.4% | 8.3% | 8.8% | 8.6% | -29.2% | |
| 80 USA tilt | -0.8% | 9.9% | 11.9% | 6.5% | 8.2% | 8.3% | -28.5% | |
| 80 Schwab index 2017 | -0.4% | 10.7% | 11.8% | 6.9% | 8.6% | 6.8% | -29.3% | |
| 80 Schwab ETF 2018 | -0.7% | 12.3% | 12.2% | 7.4% | 8.6% | |||
| Money 75 | -0.3% | 11.4% | 13.1% | 7.4% | 8.8% | |||
| American Funds Port Ser Gr+Inc | -0.5% | 11.8% | 12.5% | 8.0% | 9.8% | 6.9% | -32.7% | |
| Moderate (60-40) | -1.1% | 6.5% | 7.5% | 4.0% | 4.8% | 4.4% | -25.6% | |
| 60 Strategic III | -0.8% | 8.7% | 9.7% | 6.5% | 7.8% | 8.2% | -25.3% | |
| 60 Strategic IV | -0.1% | 10.2% | 11.1% | 7.0% | 7.2% | 7.8% | -24.7% | |
| 60 Schwab index 2017 | -0.3% | 8.7% | 9.5% | 5.7% | 7.0% | 5.9% | -23.8% | |
| 60 Schwab ETF 2018 | -0.9% | 10.0% | 9.8% | 6.2% | 7.3% | |||
| American Funds Port Ser Moderate Gr+Inc | -0.4% | 10.5% | 10.2% | 6.7% | 8.0% | |||
| Moderately Conservative (40-60) | -0.6% | 5.4% | 5.9% | 3.4% | 3.7% | 3.8% | -17.4% | |
| 40 Strategic III | -0.6% | 7.9% | 9.0% | 6.1% | 7.1% | 8.0% | -20.7% | |
| 40 Strategic IV | -0.3% | 7.2% | 8.2% | 5.2% | 5.3% | 6.5% | -18.5% | |
| 40 Schwab Index 2017 | -0.3% | 6.1% | 6.5% | 3.9% | 4.8% | 4.7% | -16.2% | |
| 40 Schwab ETF 2018 | -0.9% | 7.2% | 6.6% | 4.5% | 5.4% | |||
| Hartford Balanced Income A | -2.9% | 5.6% | 7.8% | 5.8% | 6.6% | 7.5% | -18.5% | |
| Conservative (20-80) | -0.4% | 3.6% | 3.7% | 2.4% | 2.2% | 3.1% | -8.4% | |
| 20 Strategic III | -1.1% | 3.8% | 5.5% | 4.1% | 4.3% | 4.9% | -11.6% | |
| 20 Strategic IV | -0.3% | 5.8% | 7.0% | 4.4% | 4.8% | 6.2% | -14.2% | |
| 20 Schwab index 2017 | -0.2% | 3.9% | 3.8% | 2.6% | 3.2% | 3.5% | -9.2% | |
| 20 Schwab ETF 2018 | -1.0% | 4.0% | 3.6% | 2.7% | 3.3% | |||
| 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", "Strategic", and "Index" models are crafted/run by Potomac Wealth Strategies. They show history of better returns, lower volatility, or both--or, with the Index models, closer tracking--vs benchmarks and competitors. | ||||||||
| NOTE 3: "XX Schwab index" models are relatively low-cost and tax-efficient portfolios. They are comprised mostly of index funds available free of transaction charges to my clients at Schwab. This is what many might recommend due to low-costs and portfolio efficiency. | ||||||||
| NOTE 4: Nothing on this blog post is specific investment advice to any individual or organization. If the information hereon is of interest to you, please send e-mail to Info@PotomacWealthStrategies.com for a consultation. | ||||||||
An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC.
Tuesday, May 29, 2018
Portfolio Model Returns as of 2018-03-31
Wednesday, May 23, 2018
Tax Law for 2018--Make Sure You're Withholding Is Suitable
Good morning. Please contact your tax advisor to conduct
a review of your tax withholding from your paycheck (not me--I can't give tax
advice). New tax law in effect now, and
some clients are not having as much withheld for taxes as a year ago, even when
gross pay, exemptions, and other factors seem to be the same. This may be as designed--result of lower tax
burden thanks to updated tax code--but I recommend each of us go over our own
situation with a tax expert to be sure all is in order.
Let me know if you want contact info of my best tax professionals.
Thank you, and make it a great day!
--Gary
Potomac
Wealth Strategies, LLC
1800
Diagonal Road, Suite 600
Alexandria,
Virginia 22314
(703)
746-8195 phone
(855)
347-9483 fax
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