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MyPlanIQ Advanced Investors Advanced Strategies P SMA 200d FSUTX FSUTX ABNDX As Cash Monthly

P SMA 200d FSUTX FSUTX ABNDX As Cash Monthly

live (public) 0.82% April 26

This portfolio uses American funds bond fund of Amer ABNDX as cash instead. 

The portfolio buys FSUTX (Fidelity Select utilities) when it's total return is above its 200 days moving average and sells FSUTX and buys 'cash' (in this case, ABNDX)when its total return is below its 200 days simple moving average. It does the above adjustment on the last day of every month. 

Delayed Holdings (As of 02/29/2024)
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Asset Fund in this portfolio Price change* Percentage
STOCKS FSUTX (UTILITIES PORTFOLIO UTILITIES PORTFOLIO) 0.36% 96.52%
CASH CASH (CASH) 0.0% 3.48%

* Day change on 02/29/2024.

Monthly Holding Date: Total Transaction Times So Far:
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Holdings

Transactions

Performance (As of 04/26/2024)

Since 07/01/1986

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
P SMA 200d FSUTX FSUTX ABNDX As Cash Monthly 6.5% 3.9% 0.4% 4.6% 5.8% 9.3%
VFINX (Vanguard (S&P 500) Index) 5.6% 22.1% 7.5% 13.0% 12.3% 14.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 1.8% 12.7% 2.1% 7.4% 7.6% 9.5%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
07/01/1986		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return(%) 1.9 6.5 3.9 0.4 4.6 5.8 9.3 8.9 10.7 -7.4 -1.6 10.2 5.8 22.7 3.6 15.6 8.1 -8.8 21.7 20.6 7.0 13.1 7.3 23.8 -25.4 13.8 30.1 9.4 24.2 23.5 5.5 7.2 -0.8 26.0 31.9 30.4 12.2 30.4 -8.0 11.2 10.6 21.0 -8.7 39.0 7.5 0.2 -3.0
Sharpe Ratio NA 0.34 0.01 -0.12 0.22 0.37 NA NA 0.71 -0.95 -0.17 0.72 0.53 1.96 0.17 1.72 0.57 -0.77 1.68 1.73 0.7 0.71 0.57 1.99 -2.15 0.7 2.73 0.64 2.06 1.94 1.11 1.28 -0.2 1.33 1.86 1.88 0.79 3.14 -2.03 1.2 1.47 2.43 -1.91 4.31 0.41 -0.48 -0.42
Draw Down(%) NA 7.7 12.3 25.2 25.2 25.2 NA NA 31.8 15.8 16.2 8.1 16.3 4.4 8.7 5.6 12.1 12.0 8.5 11.1 8.1 14.6 9.1 7.8 30.0 12.3 5.7 9.5 6.2 9.3 4.1 2.4 21.3 8.7 13.7 9.3 9.4 3.0 10.8 8.3 6.5 3.6 12.5 4.0 4.4 13.9 12.3
Standard Deviation(%) NA 15.4 12.6 14.7 13.7 12.9 NA NA 12.0 12.2 17.9 14.2 10.6 10.9 13.5 8.7 13.8 11.4 12.9 11.9 9.9 18.4 12.7 11.9 12.3 15.5 9.8 11.3 11.3 11.7 4.0 3.8 23.8 17.1 15.4 14.3 11.1 8.5 5.4 7.7 5.6 7.1 7.3 7.7 6.8 8.0 11.5
Treynor Ratio NA 0.14 0.0 -0.04 0.14 0.19 NA NA 0.29 -0.37 -0.07 0.17 1.76 0.65 0.07 0.63 0.24 -0.42 0.3 0.26 0.14 0.19 0.15 1.68 -8.71 0.18 0.36 0.08 0.29 0.79 -1.27 3.73 -0.06 0.31 0.6 0.42 0.13 0.36 -0.37 0.17 0.23 0.48 -0.42 0.65 0.11 -0.8 -0.13
Alpha NA 0.04 -0.02 -0.02 0.0 0.01 NA NA 0.02 -0.07 0.03 -0.02 0.02 0.04 0.02 0.04 0.02 -0.04 0.04 -0.01 0.0 0.04 0.0 0.07 -0.11 0.04 0.06 0.02 0.05 0.05 0.01 0.02 0.03 0.03 0.06 0.03 -0.01 0.01 -0.04 0.02 0.02 0.03 -0.05 0.07 0.0 -0.01 0.0
Beta NA 0.37 0.33 0.43 0.22 0.25 NA NA 0.3 0.31 0.45 0.59 0.03 0.32 0.3 0.24 0.33 0.21 0.71 0.8 0.48 0.69 0.49 0.14 0.03 0.6 0.74 0.89 0.81 0.29 -0.03 0.01 0.75 0.74 0.48 0.63 0.69 0.74 0.3 0.54 0.35 0.36 0.33 0.51 0.26 0.05 0.38
RSquared NA 0.08 0.1 0.26 0.12 0.12 NA NA 0.21 0.11 0.37 0.29 0.01 0.14 0.15 0.03 0.1 0.08 0.4 0.56 0.39 0.78 0.49 0.1 0.01 0.38 0.57 0.65 0.62 0.17 0.05 0.01 0.49 0.62 0.41 0.66 0.54 0.47 0.3 0.39 0.39 0.56 0.54 0.75 0.41 0.04 0.37
Sortino Ratio NA 0.49 0.01 -0.17 0.3 0.5 NA NA 1.0 -1.26 -0.23 0.97 0.69 2.83 0.22 2.56 0.74 -1.02 2.49 2.56 1.03 1.0 0.8 2.95 -2.58 0.9 4.4 0.88 3.06 2.94 1.66 1.96 -0.28 2.08 2.62 2.71 1.11 5.39 -2.49 1.68 2.16 3.97 -2.32 6.36 0.6 -0.69 -0.51
Yield(%) N/A 3.68 6.02 5.04 4.23 4.41 N/A N/A 5.66 4.24 4.49 3.0 3.46 2.79 8.41 6.3 0.53 2.76 8.7 2.93 1.19 2.34 3.21 5.6 4.19 3.0 1.47 2.33 1.89 1.23 6.14 7.22 3.0 16.63 16.52 18.37 11.13 3.17 6.78 1.77 8.16 8.69 5.48 3.15 7.99 7.0 0.34
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 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 07/01/1986

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 09/28/1992 when all charts have data
Strategies
Asset Strategy    Moving Average with Signal and Frequency and Cash Substitute

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