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ING GoldenSelect Premium Plus
ING GoldenSelect Premium Plus Strategic Asset Allocation - Optimal Moderate
ING GoldenSelect Premium Plus Strategic Asset Allocation - Optimal Moderate
live (public) 1.30% September 09
Delayed
Holdings (As of 06/30/2020)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| Inflation Protected Bond | IBRSX (VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS S) | 0.39% | ING BlackRock Inflation Protected Bond Portfolio (Class S) | 14.12% |
| General Bond | ILABX (VOYA U.S. BOND INDEX PORTFOLIO CLASS S) | 0.09% | ING U. S. Bond Index Portfolio (Class S) | 24.26% |
| US Equity | IRLSX (VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO CLASS S) | 1.94% | ING Russell™ Large Cap Growth Index Portfolio (Class S) | 12.39% |
| US Equity | IRLCX (VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO CLASS S) | 1.58% | ING RussellTM Large Cap Index Portfolio (Class S) | 7.08% |
| US Equity | EKORX (WELLS FARGO OMEGA GROWTH FUND CLASS R) | 1.79% | ING Wells Fargo Omega Growth Portfolio (Class S) | 12.93% |
| CASH | CASH (CASH) | 0.0% | ING Liquid Assets Portfolio (Class S) | 0.04% |
| Emerging Market Equity | IHPSX (VOYA HANG SENG INDEX PORTFOLIO CLASS S) | 0.0% | ING Hang Seng Index Portfolio (Class S) | 10.45% |
| International Equity | IVGTX (VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO CLASS S) | 1.22% | ING Morgan Stanley Global Franchise Portfolio (Class S) | 4.19% |
| International Equity | INTIX (VOYA INTERNATIONAL INDEX PORTFOLIO CLASS S) | 0.22% | ING International Index Portfolio (Class S) | 10.28% |
| International Equity | DGERX (DFA Global Eq Portfolio Cl R) | 1.14% | ING DFA Global All Equity Portfolio (Class S) | 4.26% |
* Day change on 06/30/2020.
Previous
Beta
Performance (As of 09/09/2020)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| ING GoldenSelect Premium Plus Strategic Asset Allocation - Optimal Moderate | -5.5% | -2.4% | 1.6% | 2.6% | 6.5% | 5.2% |
| VFINX (Vanguard (S&P 500) Index) | 7.5% | 14.0% | 19.4% | 16.3% | 13.6% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 10.5% | 12.0% | 8.8% | 8.5% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -2.4 | 1.6 | 2.6 | 6.5 | 5.2 | 4.9 | 0.0 | 4.8 | 0.5 | 17.2 | -8.2 | 6.5 | 7.8 | -0.6 | 2.2 | 16.5 | 12.4 | 3.6 | 12.5 | 24.0 | -23.0 | 7.1 | 9.4 | 2.6 | 11.2 | 17.9 | -14.9 | 2.3 |
| Sharpe Ratio | NA | -0.75 | -1.39 | -1.71 | -1.44 | NA | NA | NA | -1.48 | -0.5 | -0.94 | -2.89 | -2.26 | -3.25 | -2.32 | -2.35 | -0.29 | -0.84 | -1.08 | -0.57 | 0.33 | -2.04 | -1.71 | -2.0 | -2.54 | -1.29 | -0.17 | -2.67 | -402.92 |
| Draw Down(%) | NA | 18.7 | 18.7 | 18.7 | 18.7 | NA | NA | NA | 37.7 | 18.7 | 4.0 | 15.3 | 2.8 | 7.2 | 10.0 | 5.0 | 5.7 | 5.9 | 12.5 | 7.8 | 19.5 | 32.5 | 5.0 | 6.0 | 5.5 | 4.8 | 6.6 | 24.3 | 0.0 |
| Standard Deviation(%) | NA | 16.8 | 12.0 | 10.4 | 9.7 | NA | NA | NA | 10.6 | 19.9 | 6.4 | 10.3 | 5.6 | 8.1 | 8.2 | 7.0 | 7.0 | 7.3 | 13.8 | 10.7 | 16.2 | 20.8 | 8.7 | 6.5 | 7.3 | 6.5 | 8.5 | 13.0 | 0.0 |
| Treynor Ratio | NA | -0.27 | -0.35 | -0.36 | -0.28 | NA | NA | NA | -0.33 | -0.22 | -0.13 | -0.55 | -0.21 | -0.45 | -0.48 | -0.29 | -0.03 | -0.11 | -0.26 | -0.11 | 0.09 | -0.87 | -0.28 | -0.21 | -0.29 | -0.17 | -0.03 | -0.84 | 2161.36 |
| Alpha | NA | -0.05 | -0.05 | -0.26 | -0.25 | NA | NA | NA | -0.17 | -0.05 | -0.03 | -0.06 | -0.47 | -0.45 | -1.03 | -0.05 | -0.03 | -0.01 | -0.02 | -0.32 | 0.0 | -0.05 | -0.02 | -0.03 | -0.27 | -0.01 | -0.02 | -0.21 | -0.07 |
| Beta | NA | 0.46 | 0.47 | 0.49 | 0.51 | NA | NA | NA | 0.48 | 0.45 | 0.46 | 0.54 | 0.61 | 0.58 | 0.4 | 0.56 | 0.6 | 0.56 | 0.57 | 0.56 | 0.57 | 0.49 | 0.52 | 0.61 | 0.63 | 0.5 | 0.46 | 0.41 | 0.0 |
| RSquared | NA | 0.84 | 0.81 | 0.81 | 0.82 | NA | NA | NA | 0.8 | 0.84 | 0.79 | 0.8 | 0.53 | 0.89 | 0.56 | 0.85 | 0.9 | 0.94 | 0.94 | 0.91 | 0.93 | 0.93 | 0.92 | 0.88 | 0.8 | 0.75 | 0.87 | 0.69 | 0.0 |
| Sortino Ratio | NA | -0.73 | -1.23 | -0.19 | -0.15 | NA | NA | NA | -0.2 | -0.51 | -0.57 | -2.49 | -0.08 | -0.18 | -0.11 | -1.68 | -0.23 | -0.67 | -1.06 | -0.05 | 0.42 | -2.32 | -1.4 | -1.33 | -0.15 | -0.82 | -0.15 | -0.44 | -2.2 |
| Yield(%) | N/A | 9.5 | 6.2 | 6.1 | 6.4 | 6.1 | 6.1 | 5.6 | 3.38 | 2.5 | 14.4 | 2.3 | 0.3 | 4.1 | 6.5 | 2.6 | 3.8 | 3.4 | 2.5 | 1.6 | 4.8 | 4.2 | 4.1 | 2.7 | 1.2 | 0.0 | 0.3 | 0.7 | 2.3 |
| Dividend Growth(%) | N/A | 50.5 | 78.0 | 144.3 | N/A | N/A | N/A | N/A | N/A | -79.4 | 474.4 | 724.1 | -92.2 | -37.5 | 155.1 | -20.0 | 26.3 | 40.6 | 79.2 | -60.4 | -9.2 | 9.0 | 62.8 | 144.4 | 6163.1 | -91.7 | -65.1 | -68.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Optimal
strategy. Asset weights of available asset classes
in ING GoldenSelect Premium Plus are derived based on long term asset trends and their correlations.
For each major asset class, one or two funds are selected:
1. Risk allocation: the risk profile of this portfolio is 40.
The total allocation of the fixed income asset should be at least 40%.
2. Asset weights:
3. Fund selection: one or two top performing funds among 62 available funds in the plan are chosen for each asset.
They are usually equally weighted within the asset by default. Volatile funds or ETFs with small trading volume are ignored.
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 are obtained from historical simulation. They are hypothetical.
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