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Lowell-Sowers Growth
Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate
Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.96% August 30
Delayed
Holdings (As of 06/29/2001)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| US Equity | MDY (SPDR S&P Midcap 400 ETF Trust) | 0.84% | MidCap SPDRs | 29.94% |
| US Equity | IWM (iShares Russell 2000 ETF) | 0.41% | iShares Russell 2000 Index | 30.25% |
| CASH | CASH (CASH) | 0.0% | CASH | 39.81% |
* Day change on 05/31/2001.
Previous
Beta
Instructions On FolioInvesting.com Download Current Holdings to FolioInvesting CSV file
Performance (As of 08/30/2001)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Lowell-Sowers Growth Strategic Asset Allocation - Equal Weight Moderate | 4.0% | N/A | N/A | N/A | N/A | |
| VFINX (Vanguard (S&P 500) Index) | 1.8% | 13.8% | 15.7% | 17.5% | 12.8% | 13.8% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 0.0% | 4.6% | 6.8% | 7.2% | 6.7% | 8.2% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2001 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | NA | NA | NA | NA | 0.0 | 0.0 | -0.3 | -0.2 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | -0.15 | -0.15 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 10.7 | 10.7 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 13.3 | 13.3 |
| Treynor Ratio | NA | NA | NA | NA | NA | NA | NA | -0.04 | -0.04 |
| Alpha | NA | NA | NA | NA | NA | NA | NA | 0.04 | 0.04 |
| Beta | NA | NA | NA | NA | NA | NA | NA | 0.57 | 0.57 |
| RSquared | NA | NA | NA | NA | NA | NA | NA | 0.84 | 0.84 |
| Sortino Ratio | NA | NA | NA | NA | NA | NA | NA | -0.21 | -0.21 |
| Yield(%) | N/A | 1.0 | 0.3 | 0.2 | 0.1 | 0.1 | 0.1 | 175.93 | 1.0 |
| Dividend Growth(%) | 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 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 3 major asset classes: US Equity, Emerging Market Equity, Foreign Equity
that are covered in Lowell-Sowers Growth. It then selects one or two funds for each of the 3 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 8 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public on
06/07/2011
are obtained from historical simulation. They are hypothetical.
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