| Returns for week ending 1/16/09 |
| Strategic Growth model portfolio, returns for past… |
| 1 week: -0.2% |
| 26 weeks: +5.3% |
| 52 weeks: +26.6% |
| Value of $10,000 invested at inception: $52,411 |
Saturday, January 17, 2009
Saturday, January 10, 2009
Saturday, January 3, 2009
Absolute and Relative Returns by Holding Period
click to enlarge
Now 12 months into the live test, the Strategic Growth Model (SGM) portfolio continues to generate positive returns in spite of the adverse market conditions. Compared to the market, the SGM portfolio has generated 71% in excess returns over the past 52 weeks. And it continues to exhibit no correlation to the market trend.
Friday, January 2, 2009
The footprints of a Secular Bear
In a Secular Bear Market (US), US Treasuries perform better than US equities over a 10 year span. Here we see that the S&P 500 is down over 26% over the past 10 years. Note that several international indices have done much better.
Thursday, January 1, 2009
Dow performance 2008
To put this year's performance in perspective, this chart illustrates the 15 worst calendar year performances of the Dow since its inception in 1896. As today's chart illustrates, the Dow's performance in 2008 ranks as the third worst on record. Only 1931 and 1907 endured greater declines. It is of interest that major banking crises occurred in 1931, 1907, 2008, and 1930 – the four worst calendar years on record in terms of stock market performance.
The Nasdaq Composite had its worst year ever in 2008, while the S&P 500 Index had its third worst year ever.
Here is the yearly performance for 2008.
Dow Jones industrials -33.84
S&P 500 -38.49
Nasdaq Composite -40.54
Russell 2000 small cap -34.80
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