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% |
Investment Newsletters
- How to Become a 401(k) Millionaire?
- Introducing the Save More, Grow Wise Newsletter
- Berkshire Hathaway — A Conglomerate of Diversified Holdings as a Fund
- Lessons From the Investment Options Selection of Savvy Investment Companies’ 401(k) Plans
- Economic And Financial Market Trends Review
- The Best Stock Funds In The Long-Term
- Stock Seasonality Strategy: Consistency Leads to Long-Term Success
- Quality Business Models Triumph: What Insurance Broker Stock Returns Can Teach Us
- Gold’s Long-Term Performance: Historical Returns and Key Drivers
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expense, investment options or how to select investments on your 401k plan …