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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/30/2024.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
P Composite Momentum Scoring Global Risk Assets 13.27% 20.70% 3.78% 9.15% 9.48% 12.23% 14.05%
VT (Vanguard Total World Stock Index Fund ETF Shares) 15.28% 22.52% 5.57% 12.15% 8.84% 9.93% NA
URTH (iShares MSCI World ETF) 16.85% 24.48% 7.01% 13.30% 9.83% NA NA

Advanced US Stock Portfolios

The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/30/2024.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
P Composite Momentum Scoring Fidelity Select Funds 15.80% 16.83% 14.16% 19.06% 16.27% 15.44% 17.51%
P Composite Momentum Market VFINX 20.44% 27.65% 9.43% 14.85% 12.04% 13.92% 12.93%
P Composite Momentum Scoring Factor ETFs 23.00% 29.43% 12.63% 16.33% 14.94% 15.38% NA
P Composite Momentum Scoring Style ETFs 15.26% 22.09% 5.36% 11.83% 9.68% 13.02% 12.78%
SPY (SPDR S&P 500 ETF Trust) 19.34% 26.73% 9.22% 15.83% 12.87% 14.14% 10.58%


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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/30/2024.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
P Relative Strength Trend Following Six Assets 17.06% 13.82% 3.38% 8.82% 5.46% 7.84% 8.63%
P GS Global Tactical Include Emerging Market Diversified Bonds 9.13% 7.36% -1.22% 3.32% 4.04% 7.00% 9.75%

Equity/Stock Strategies

The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/30/2024.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
P Momentum Scoring Style ETFs and Treasuries 15.26% 17.50% 1.64% 10.01% 6.24% 8.49% 9.30%
STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash 11.96% 16.96% 8.30% 10.80% 10.32% 12.66% 11.09%
P SMA 200d VFINX Total Return Bond As Cash Monthly 20.44% 18.99% 5.23% 12.72% 9.02% 11.56% 11.47%

Fixed Income/Bond Strategies

The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/30/2024.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr Ar 15Yr Ar 20Yr Ar
P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly 5.56% 9.02% 0.71% 2.17% 3.35% 5.76% 6.58%
P High Yield Bond Alpha VWEHX 4.49% 10.43% 3.27% 3.92% 4.08% 5.81% 7.12%


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