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MyPlanIQ Advanced Investors Advanced Strategies Lowell Original

Lowell Original

live (public) 1.46% November 03

im Lowell edits MarketWatch's ETF Trader, an investment letter employing a momentum-based exchange-traded-fund strategy for long-term investors. Large and small stocks, proposed his Sower's Growth Portfolio. This is a diversified portfolio of exchange-traded funds. The view is that a growing economy tends to create a growing portfolio.

This portfolio is heavily equity and US focused. It is a diversified portfolio of exchange-traded funds including Big-caps ETF (DIA, IYY, ONEQ, PWC), Midcaps ETF (MDY), Small-caps ETF (IWM) and foreign ETF (EFA).

The fund selection for testing the strategy is listed below with the ETF alternatives:

US Equities

  • 10% in Diamonds Trust DIA (SPY)

  • 15% in iShares DJ U.S. Total Market IYY (VTI, DVY)

  • 7.5% in Fidelity NASDAQ Composite ONEQ (QCLN, QABA)

  • 7.5% in Power Shares Dynamic Market PWC (VTV, VUG)

  • 10% in iShares Russell 2000 IWM (IWO, IWW)

  • 15% in Mid Cap SPDR Trust MDY (IJJ, VO)

International Equities

  • 25% in iShares MSCI International EAFE EFA (VEA, EFV)

  • 10% in iShares MSCI Emerging Markets EEM (VWO)

Things to note about the portfolio:

  • 100% in equities is an aggressive portfolio

  • 65% in US equities is high in today’s market environment

  • There is no real estate (IYR, VNQ, ICF) or fixed income which would likely result in improved performance today

Delayed Holdings (As of 09/29/2023)
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Asset Fund in this portfolio Price change* Percentage
US Stocks DIA (SPDR Dow Jones Industrial Average ETF Trust) 0.50% 11.03%
US Stocks IYY (iShares Dow Jones U.S. ETF) 0.17% 8.80%
US Stocks ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.19% 12.41%
US Stocks PWC (Invesco Dynamic Market ETF) 0.70% 6.50%
US Stocks IWM (iShares Russell 2000 ETF) 0.47% 8.82%
US Stocks MDY (SPDR® S&P MIDCAP 400 ETF Trust) 0.40% 18.20%
International Stock EFA (iShares MSCI EAFE ETF) 0.29% 24.85%
Emerging Markets EEM (iShares MSCI Emerging Markets ETF) 0.08% 9.39%

* Day change on 09/29/2023.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 11/03/2023)

Since 10/07/2003

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
Lowell Original 8.4% 14.3% 3.6% 5.0% 6.4% 9.5%
VFINX (Vanguard (S&P 500) Index) 7.9% 27.1% 8.5% 13.8% 12.5% 14.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 3.5% 15.3% 2.8% 7.9% 7.7% 9.7%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
10/07/2003		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return(%) 6.1 14.3 3.6 5.0 6.4 9.5 7.7 7.9 8.4 -17.4 16.6 7.2 24.0 -9.9 21.3 13.0 -1.4 5.0 28.2 18.3 -4.9 17.5 34.4 -38.8 10.1 19.1 10.9 15.9 9.6
Sharpe Ratio NA 0.67 0.09 0.16 0.29 NA NA 0.34 0.35 -0.81 0.76 0.2 1.81 -0.71 2.67 0.84 -0.1 0.44 2.42 1.31 -0.19 0.87 1.2 -0.94 0.41 1.16 0.77 1.15 0.79
Draw Down(%) NA 12.3 27.1 35.6 35.6 NA NA 56.5 12.3 25.9 11.1 35.6 7.2 20.1 2.4 12.2 13.7 9.6 7.8 12.4 24.0 15.3 27.4 51.3 11.0 13.7 8.1 9.9 2.9
Standard Deviation(%) NA 15.3 20.5 23.0 18.6 NA NA 20.3 13.7 23.3 21.7 35.3 12.4 15.8 7.7 15.2 15.0 11.4 11.6 13.9 25.6 20.0 28.5 42.1 17.6 13.7 11.3 13.0 12.0
Treynor Ratio NA 0.11 0.02 0.04 0.08 NA NA 0.27 0.05 -0.2 0.16 0.07 0.23 -0.83 -1.44 6.24 0.19 0.63 57.63 2.25 0.71 -8.07 -3.97 2.89 -0.57 4.09 -1.41 -163.52 -8.9
Alpha NA -0.01 -0.02 -0.01 0.0 NA NA 0.03 -0.02 0.0 -0.03 -0.03 -0.01 -0.04 0.09 0.05 0.0 0.02 0.1 0.07 -0.01 0.07 0.14 -0.19 0.03 0.06 0.04 0.06 0.16
Beta NA 0.95 0.96 0.94 0.7 NA NA 0.25 0.95 0.93 1.04 0.97 0.97 0.14 -0.14 0.02 -0.08 0.08 0.0 0.08 -0.07 -0.02 -0.09 -0.14 -0.13 0.04 -0.06 0.0 -0.01
RSquared NA 0.91 0.68 0.8 0.44 NA NA 0.06 0.88 0.94 0.39 0.91 0.95 0.02 0.02 0.0 0.01 0.01 0.0 0.01 0.0 0.0 0.01 0.02 0.01 0.0 0.0 0.0 0.0
Sortino Ratio NA 1.01 0.13 0.21 0.4 NA NA 0.46 0.49 -1.11 1.11 0.25 2.55 -0.91 4.1 1.15 -0.13 0.6 3.53 2.0 -0.25 1.24 1.73 -1.26 0.54 1.73 1.1 1.62 1.35
Yield(%) N/A 1.93 1.78 1.7 1.98 N/A N/A 2.23 1.3 1.49 1.86 1.47 1.76 1.69 0.2 3.36 2.86 3.14 2.95 3.41 2.74 2.5 3.17 1.78 2.35 2.08 2.03 1.58 0.87
Dividend Growth(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2003

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 10/07/2003 when all charts have data
Strategies
Rebalancing Strategy    Fixed Time Interval Rebalancing

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