Practical Advanced Portfolios
The following portfolios can be used by expert and advanced investors to substitute their stock/equity portion or just US stocks portfolio.
Global Asset Allocation Portfolios
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Composite Momentum Scoring Global Risk Assets | -1.43% | 3.54% | 0.61% | 11.60% | 7.59% | 10.11% | 12.80% | 9.90% |
| VT (Vanguard Total World Stock ETF) | -0.98% | 7.26% | 6.89% | 15.38% | 8.90% | 9.01% | NA | 10.14% |
| URTH (iShares MSCI World ETF) | -1.49% | 7.60% | 7.86% | 16.36% | 9.69% | NA | NA | 11.08% |
Data as of 03/31/2025, AR inception is 01/12/2012
Advanced US Stock Portfolios
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Composite Momentum Scoring Fidelity Select Funds | 4.17% | 10.59% | 12.73% | 18.63% | 12.98% | 13.33% | 15.34% | 13.76% |
| P Composite Momentum Market VFINX | -4.31% | 8.32% | 8.91% | 17.44% | 11.54% | 12.86% | 12.46% | 13.03% |
| P Composite Momentum Scoring Factor ETFs | -2.31% | 8.50% | 11.86% | 18.53% | 13.37% | 13.94% | NA | 13.95% |
| P Composite Momentum Scoring Style ETFs | -7.96% | -0.63% | 5.27% | 13.87% | 8.97% | 11.60% | 11.77% | 12.12% |
| SPY (SPDR S&P 500 ETF Trust) | -4.27% | 8.49% | 8.97% | 18.48% | 12.41% | 13.04% | 10.14% | 10.36% |
Data as of 03/31/2025, AR inception is 01/01/2008
Interesting Advanced Portfolios
The following are the advanced strategies and their model portfolios. These portfolios can be used as references for advanced and experienced investors.
Asset Allocation Strategies
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Relative Strength Trend Following Six Assets | 6.26% | 18.17% | 5.99% | 11.10% | 5.56% | 7.34% | 8.28% | 9.54% |
| P GS Global Tactical Include Emerging Market Diversified Bonds | -0.71% | 4.87% | -1.18% | 4.34% | 3.41% | 5.87% | 8.99% | 10.85% |
Data as of 03/31/2025, AR inception is 12/31/1997
Equity/Stock Strategies
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Momentum Scoring Style ETFs and Treasuries | -7.96% | -0.63% | 1.43% | 9.28% | 5.78% | 7.06% | 8.27% | 8.34% |
| STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash | -4.30% | -14.46% | 2.97% | 10.34% | 8.23% | 10.59% | 9.66% | 9.35% |
| P SMA 200d VFINX Total Return Bond As Cash Monthly | -4.31% | 8.00% | 5.90% | 12.65% | 8.52% | 10.51% | 10.93% | 10.92% |
Data as of 03/31/2025, AR inception is 01/02/2001
Fixed Income/Bond Strategies
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly | 1.99% | 6.70% | 3.65% | 3.16% | 3.90% | 5.35% | 6.65% | 7.92% |
| P High Yield Bond Alpha VWEHX | 0.84% | 6.99% | 5.10% | 5.43% | 4.46% | 5.28% | 7.14% | 7.35% |
Data as of 03/31/2025, AR inception is 12/31/2000
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