Retirement Investments: Compared with Hedge Fund Performance

11/08/2011 0 comments

The following is the newest October hot shot hedge fund performance data:

HedgeWeekly2011_No45

 

More specifically,

 Strategies/Portfolios  YTD (as of 10/31/2011)
 Fund of Funds - Diversifed
 -4.84%
 Diversified Macro
 -1.42%
 Global Macro
-2.15%
 Six Core Asset ETF Strategic Asset Allocation Moderate  0.69%
Six Core Asset ETF Tactical Asset Allocation Moderate -2.56%
Permanent Portfolio Global trategic Asset Allocation Moderate 1%
Permanent Portfolio Global Tactical Asset Allocation Moderate 2.13%

Our Tactical Asset Allocation(TAA) is similar to Global macro hedge fund strategy. We can see that both Strategic Asset Allocation and Tactical Asset Allocation model portfolios are compared favorably with the hedge fund averages. 

For more information, see Six Core Asset ETFs plan that has ONLY 6 broadbase ETFs (Vanguard low cost ETFs VTI, VEU, VNQ, VWO, BND and one Poweshares DB Commodities ETF DBC).

Permanent Global Portfolio ETF Plan uses Gold (GLD), silver (SLV) and other ETFs to form a diversified hedging portfolio.

Symbols: SPX, COMP, VTI, VEU, VNQ, VWO, BND, DBC, GLD, SLV, TLT, IYR, Retirement Investments, Hedge Funds, Asset Allocation



comments 0   Share/Bookmark
Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.