Archive for 'Conservative Portfolio'

This post updates the main ETF rankings and the composition of all our Premium Portfolios. If you want to access their holdings updated for the

We have updated the detailed performance statistics of our main strategies. With 2012 now in the books, it is a 7th full year of data (2006-2012) that confirms the long-term outperformance and limited risks of these strategies.

The table below summarizes the average yearly return, volatility, drawdown and other risk metrics of the conservative, aggressive, retirement and platinum portfolios. For the sake of comparison, the last column gives the same imformation for a benchmark portfolio (50% SPY; 50% IEF). This very ...

Dear all,

We hope that those of you living on the U.S. NorthEast are all safe after Hurricane Sandy hit.

As you are well aware, the markets were closed for two days early this week. We have therefore decided to update the portfolios for November this week-end, based on this Friday’s closing data.

So stay tuned for the upcoming update this week-end.

Cheers,

Jay

The mid-month rankings of the main asset classes and emerging markets have been updated with data as of October 16, 2012.

As for the sector rankings, the Top5 remains unchanged compared to end September, with Telecomm still leading Healthcare, Consumer Services, Utilities and Energy. All sectors remain above their 6-month moving averages.

So far, it looks like the correction that occured the last 10 days may be over, with main indices finding ...