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S and P Ten Sector Rotation
S and P Ten Sector Rotation Asset Allocation Composite Moderate
S and P Ten Sector Rotation Asset Allocation Composite Moderate
live (public) 0.81% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| US Equity | XLP (Consumer Staples Select Sector SPDR Fund) | 0.20% | Consumer Staples Select Sector SPDR | 58.63% |
| CASH | CASH (CASH) | 0.0% | CASH | 41.37% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| S and P Ten Sector Rotation Asset Allocation Composite Moderate | 3.1% | 9.5% | 4.9% | 3.0% | 1.8% | 1.3% |
| VFINX (Vanguard (S&P 500) Index) | 8.5% | 22.4% | 16.7% | 15.7% | 13.6% | 14.2% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.6% | 10.2% | 7.8% | 6.3% | 7.4% | 8.5% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 3.1 | 9.5 | 4.9 | 3.0 | 1.8 | 1.3 | 1.2 | 1.4 | 1.4 | 1.4 | 6.1 | 4.2 | 1.4 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.37 | 0.51 | 0.28 | 0.21 | 0.15 | NA | NA | NA | NA | 0.1 | -0.11 | -0.05 | 0.0 | 0.02 | 0.05 | 1.02 | 1.99 | 0.6 | 0.58 | 0.0 | 0.18 | 0.41 | 0.61 | 0.02 | 0.56 | 0.09 | 0.15 | 1.01 | 2.79 | 0.96 | 0.31 | 0.0 | 0.01 | 0.01 |
| Draw Down(%) | NA | 1.8 | 4.5 | 4.5 | 4.5 | 4.5 | NA | NA | NA | NA | 4.5 | 3.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 8.4 | 5.6 | 3.2 | 2.5 | 1.8 | NA | NA | NA | NA | 1.1 | 4.5 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | -0.8 | 0.42 | 0.69 | 1.06 | 0.74 | NA | NA | NA | NA | 0.91 | -0.06 | 0.29 | 0.01 | 0.06 | -0.27 | 71.44 | -4.6 | -1.66 | 0.75 | 0.0 | 0.26 | 2.63 | -1.83 | 0.23 | 15.49 | -1.18 | -11.07 | -20.97 | -138.15 | 2.2 | 0.47 | 0.05 | -0.12 | -0.03 |
| Alpha | NA | 0.08 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | -0.04 | 0.07 | 0.01 | 0.01 | 0.0 | NA | NA | NA | NA | 0.0 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.57 | 0.72 | 0.39 | 0.3 | 0.21 | NA | NA | NA | NA | 0.14 | -0.14 | -0.95 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Yield(%) | N/A | 0.2 | 4.5 | 3.7 | 2.2 | 1.5 | 1.0 | 1.0 | 1.3 | 1.3 | 1.11 | 4.9 | 4.3 | 1.4 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.1 | 0.9 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -95.9 | 21.2 | 674.1 | 202.1 | 72.8 | N/A | N/A | N/A | N/A | N/A | 19.8 | 211.9 | 5693.0 | -89.8 | -83.3 | 7.7 | 111.4 | 206.6 | 623.8 | 81.6 | -52.7 | -37.7 | 76.3 | -65.4 | -7.3 | -89.7 | -68.3 | -5.3 | 53.8 | 133.5 | 37.8 | -36.8 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to S and P Ten Sector Rotation
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