| 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. | |||||||
An investing and financial strategies blog offered by Gary Partoyan, veteran financial advisor and owner of Potomac Wealth Strategies, LLC.
Wednesday, August 13, 2014
Strategic and Flex Portfolio Performance Through July 2014
Friday, July 11, 2014
Strategic and Flex Portfolio Performance Through June 2014
| US and Foreign Indexes | 3 mo | 1 yr | 3 yr | 5 yr | 10 yr | 2008 | |
| Stock Markets (50-40-10) | 4.9% | 23.0% | 11.2% | 14.9% | 7.8% | -39.7% | |
| S&P 500 | 5.2% | 24.6% | 16.6% | 18.8% | 7.8% | -37.0% | |
| MSCI EAFE | 4.1% | 23.6% | 8.1% | 11.8% | 6.9% | -43.4% | |
| iShares MSCI Emerging Markets | 6.6% | 13.8% | -0.9% | 8.1% | 11.2% | -50.0% | |
| Barclays Agg Bond--US | 2.0% | 4.4% | 3.7% | 4.9% | 4.9% | 5.2% | |
| Barclays Agg Bond--Global | 2.5% | 7.4% | 2.6% | 4.6% | 5.1% | 4.8% | |
| Aggressive | 4.3% | 21.9% | 11.4% | 14.1% | 7.2% | -36.3% | |
| 90 Flex V | 2.4% | 16.5% | 9.3% | 13.1% | -19.1% | ||
| 90 Strategic II | 3.2% | 19.5% | 13.0% | 18.0% | 10.0% | -34.0% | |
| Fidelity 90 | 4.2% | 21.9% | 11.2% | 14.3% | 7.4% | -35.7% | |
| Moderately Aggressive | 4.1% | 20.1% | 10.6% | 13.2% | 7.2% | -32.0% | |
| 80 Flex V | 2.4% | 15.5% | 8.9% | 12.7% | -16.9% | ||
| 80 Strategic II | 3.1% | 17.9% | 12.2% | 16.7% | 9.6% | -30.2% | |
| Fidelity 80 | 3.9% | 19.8% | 10.4% | 13.3% | 7.2% | -32.0% | |
| Moderate | 3.6% | 16.1% | 8.7% | 11.0% | 6.7% | -23.1% | |
| 60 Flex V | 2.5% | 13.7% | 8.6% | 12.3% | -13.1% | ||
| 60 Strategic II | 3.0% | 15.0% | 10.5% | 14.5% | 8.9% | -24.2% | |
| Vanguard 60 | 3.4% | 12.7% | 9.6% | 11.4% | 6.6% | -23.8% | |
| Moderately Conservative | 3.0% | 12.2% | 6.8% | 8.8% | 6.2% | -13.3% | |
| 40 Flex V | 2.7% | 12.2% | 8.6% | 12.2% | -13.1% | ||
| 40 Strategic II | 2.6% | 11.3% | 8.1% | 11.2% | 7.6% | -16.8% | |
| Vanguard 40 | 2.8% | 9.1% | 7.3% | 8.9% | 6.0% | -15.1% | |
| Conservative | 2.5% | 8.4% | 4.9% | 6.5% | 5.6% | -2.5% | |
| 20 Flex V | 2.8% | 10.1% | 8.0% | 11.5% | -5.2% | ||
| 20 Strategic II | 2.2% | 7.9% | 5.8% | 8.4% | 6.3% | -9.1% | |
| Vanguard 20 | 2.4% | 6.5% | 5.7% | 7.3% | 5.7% | -5.6% | |
| Asset Allocation | USA | x-USA | Bond | Cash | Other | ||
| 20 Flex V | 14% | 6% | 48% | 29% | 3% | ||
| 20 Strategic II | 11% | 6% | 53% | 27% | 3% | ||
| 40 Flex V | 28% | 12% | 32% | 26% | 3% | ||
| 40 Strategic II | 22% | 12% | 40% | 22% | 3% | ||
| 60 Flex V | 34% | 17% | 22% | 23% | 4% | ||
| 60 Strategic II | 35% | 18% | 27% | 17% | 3% | ||
| 80 Flex V | 44% | 23% | 8% | 20% | 5% | ||
| 80 Strategic II | 45% | 25% | 13% | 14% | 3% | ||
| 90 Flex V | 50% | 26% | 1% | 18% | 5% | ||
| 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. | |||||||
Tuesday, May 13, 2014
Flex and Strategic Portfolio Performance Through April 2014
| US and Foreign Indexes | 3 mo | 1 yr | 3 yr | 5 yr | 10 yr | 2008 | |
| Stock Markets (50-40-10) | 6.9% | 15.2% | 8.7% | 16.0% | 7.8% | -40.7% | |
| S&P 500 | 6.2% | 20.4% | 13.8% | 19.1% | 7.7% | -37.0% | |
| MSCI EAFE | 6.4% | 13.2% | 5.6% | 13.4% | 6.8% | -43.1% | |
| iShares MSCI Emerging Markets | 6.6% | -2.4% | -4.4% | 9.5% | 10.6% | -50.0% | |
| Barclays Agg Bond--US | 1.2% | 0.0% | 3.6% | 4.9% | 4.8% | 5.2% | |
| Barclays Agg Bond--Global | 2.5% | 1.6% | 2.1% | 5.2% | 5.0% | 4.8% | |
| Moderately Aggressive | 5.4% | 13.4% | 8.5% | 14.1% | 7.1% | -32.0% | |
| 80 Flex III | 3.1% | 7.8% | 5.7% | 12.2% | -18.3% | ||
| 80 Flex IV | 3.3% | 8.1% | 6.5% | 13.0% | 9.9% | -17.5% | |
| 80 Strategic | 4.6% | 13.2% | 11.4% | 19.5% | 10.0% | -33.8% | |
| Fidelity 80 | 5.1% | 13.5% | 8.3% | 14.2% | 7.2% | -32.0% | |
| Russell Growth | 4.6% | 10.6% | 5.5% | 13.4% | 6.1% | -36.1% | |
| Moderate | 4.4% | 10.0% | 7.1% | 11.7% | 6.7% | -23.1% | |
| 60 Flex III | 2.9% | 5.6% | 5.4% | 11.3% | -12.6% | ||
| 60 Flex IV | 2.8% | 6.5% | 6.0% | 12.1% | 9.9% | -13.0% | |
| 60 Strategic | 4.1% | 9.6% | 9.7% | 16.6% | 9.3% | -25.7% | |
| Vanguard 60 | 3.2% | 7.4% | 8.5% | 11.6% | 6.5% | -23.8% | |
| Russell Balanced | 3.9% | 8.0% | 5.2% | 12.2% | 6.0% | -30.0% | |
| Moderately Conservative | 3.4% | 6.6% | 5.7% | 9.2% | 6.1% | -13.3% | |
| 40 Flex IV | 2.5% | 4.4% | 5.9% | 11.2% | 9.3% | -8.0% | |
| 40 Strategic | 3.8% | 6.5% | 8.6% | 14.9% | 9.0% | -19.8% | |
| Vanguard 40 | 2.2% | 3.6% | 6.6% | 9.0% | 5.9% | -15.1% | |
| Russell Moderate | 3.1% | 4.5% | 4.4% | 10.6% | 5.3% | -23.5% | |
| Conservative | 2.5% | 3.3% | 4.2% | 6.7% | 5.5% | -2.5% | |
| 20 Flex IV | 2.3% | 2.3% | 5.6% | 10.1% | 8.5% | -2.9% | |
| Vanguard 20 | 1.5% | 0.6% | 5.4% | 7.4% | 5.5% | -5.6% | |
| Russell Conservative | 2.2% | 2.0% | 3.7% | 8.5% | 4.5% | -15.5% | |
| Asset Allocation | USA | x-USA | Bond | Cash | Other | ||
| 80 Flex IV | 32% | 20% | 17% | 23% | 8% | ||
| 60 Flex IV | 23% | 19% | 26% | 24% | 8% | ||
| 40 Flex IV | 15% | 12% | 39% | 28% | 5% | ||
| 20 Flex IV | 7% | 6% | 51% | 33% | 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: Russell portfolios are offered by one of the most highly-regarded institutional money managers in the country. These portfolios handle money for dozens of high net-worth people and famous organizations. | |||||||
| NOTE 5: 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. | |||||||
Saturday, April 12, 2014
Flex and Strategic Portfolio Performance Through March 2014
| US and Foreign Indexes | 3 mo | 1 yr | 3 yr | 5 yr | 10 yr | 2008 | ||
| Stock Markets (50-40-10) | 1.1% | 17.6% | 9.8% | 18.2% | 7.3% | -40.7% | ||
| S&P 500 | 1.8% | 21.9% | 14.7% | 21.2% | 7.4% | -37.0% | ||
| MSCI EAFE | 0.6% | 17.4% | 7.1% | 15.9% | 6.4% | -43.4% | ||
| iShares MSCI Emerging Markets | -0.8% | -1.8% | -3.5% | 12.7% | 9.6% | -50.0% | ||
| Barclays Agg Bond--US | 1.8% | -0.1% | 3.8% | 4.8% | 4.5% | 5.2% | ||
| Barclays Agg Bond--Global | 2.4% | 1.9% | 2.8% | 5.1% | 4.5% | 4.8% | ||
| Moderately Aggressive | 1.4% | 15.7% | 9.5% | 15.8% | 6.7% | -32.0% | ||
| 80 Flex III | 1.4% | 9.4% | 7.0% | |||||
| 80 Flex IV | 1.2% | 9.4% | 8.0% | 15.1% | 9.4% | -17.5% | ||
| 80 Strategic | 1.1% | 15.6% | 12.5% | 22.7% | 9.8% | -33.7% | ||
| Fidelity 80 | 1.4% | 15.8% | 9.5% | 16.0% | 6.8% | -32.0% | ||
| Russell Growth | 1.5% | 12.3% | 6.6% | 15.6% | 5.7% | -36.1% | ||
| Moderate | 1.5% | 11.7% | 8.0% | 12.9% | 6.3% | -23.1% | ||
| 60 Flex III | 1.0% | 8.6% | 5.0% | |||||
| 60 Flex IV | 1.4% | 7.6% | 7.2% | 13.5% | 9.4% | -13.0% | ||
| 60 Strategic | 1.4% | 11.5% | 10.5% | 19.3% | 9.1% | -25.2% | ||
| Vanguard 60 | 1.6% | 10.9% | 8.6% | 13.7% | 6.5% | -23.8% | ||
| Russell Balanced | 1.6% | 9.4% | 6.2% | 14.0% | 5.6% | -30.0% | ||
| Moderately Conservative | 1.7% | 7.8% | 6.5% | 9.9% | 5.7% | -13.3% | ||
| 40 Flex IV | 1.5% | 5.5% | 6.8% | 12.3% | 8.9% | -8.0% | ||
| Vanguard 40 | 1.8% | 6.8% | 7.2% | 10.9% | 5.9% | -15.1% | ||
| Russell Moderate | 1.7% | 5.4% | 5.1% | 11.8% | 4.9% | -23.5% | ||
| Conservative | 1.8% | 4.0% | 4.8% | 6.9% | 5.1% | -2.5% | ||
| 20 Flex IV | 1.5% | 3.3% | 6.3% | 10.9% | 8.1% | -2.9% | ||
| Vanguard 20 | 2.0% | 2.7% | 6.0% | 8.5% | 5.4% | -5.6% | ||
| Russell Conservative | 1.6% | 2.8% | 4.1% | 9.4% | 4.3% | -15.5% | ||
| Asset Allocation | USA | x-USA | Bond | Cash | Other | |||
| 80 Flex IV | 31% | 20% | 18% | 22% | 8% | |||
| 60 Flex IV | 23% | 20% | 30% | 20% | 8% | |||
| 40 Flex IV | 15% | 12% | 47% | 20% | 6% | |||
| 20 Flex IV | 7% | 6% | 62% | 22% | 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: Russell portfolios are offered by one of the most highly-regarded institutional money managers in the country. These portfolios handle money for dozens of high net-worth people and famous organizations. | ||||||||
| NOTE 5: 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. | ||||||||
| Flex Portfolio Mutual Funds | 3 mo | 1 yr | 3 yr | 5 yr | 10 yr | 2008 | ||
| First Eagle Global Fund | 2.9% | 13.1% | 8.9% | 16.0% | 10.0% | -21.1% | ||
| First Eagle Overseas Fund | 3.8% | 11.6% | 6.9% | 14.7% | 9.6% | -21.0% | ||
| Yacktman Focused Fund | 0.6% | 14.0% | 12.9% | 24.0% | 10.7% | -23.5% | ||
| Ivy Asset Strategy Fund | -1.3% | 17.5% | 9.1% | 12.2% | 11.9% | -25.9% | ||
| Arrow DWA Tactical Fund | 1.2% | 19.3% | 5.7% | |||||
| Permanent Portfolio Fund | 2.2% | -0.4% | 1.8% | 10.0% | 7.6% | -8.4% | ||
| PIMCO Total Return Fund | 1.2% | -1.5% | 3.9% | 6.6% | 5.6% | 4.5% | ||
| PIMCO Income Fund | 3.0% | 4.8% | 10.2% | 15.3% | -5.8% | |||
| PIMCO All Asset Fund | 2.3% | 1.9% | 5.3% | 11.4% | 5.9% | -15.9% | ||
| Templeton Global Bond Fund | 0.6% | 1.5% | 4.4% | 9.2% | 8.6% | 6.3% | ||
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