Retirement Portfolio Performance

Performance of the Retirement Portfolios since online


Data as of April 30, 2013

Portfolio Retirement
December 2011 +1.03%
   
January 2012 +0.04%
February 2012 +0.92%
March 2012 +0.40%
April 2012 +0.56%
May 2012 +0.38%
June 2012 +1.21%
July 2012 +2.10%
August 2012 -0.65%
September 2012 +1.15%
October 2012 -1.4%
November 2012 -0.1%
December 2012 -0.7%
   
Year 2011 +11.4%
Year 2012 +3.9%
   
January 2013 +1.9%
February 2013 +1.4%
March 2013 +2.9%
April 2013 +2.8%
   
Year-to-Date +9.3%

More on the 2011 performance.

Data include all dividends, distributions and interests. 


This is a new portfolio we started in December 2011. You can check the historical backtested results of the model in the strategy section.

Current Composition of the Retirement Portfolio


At the end of every month, the portfolio is updated and the new composition for the next month is made available on our blog before the market open of the 1st trading day of the month. Click the button below to access the latest composition of the Retirement Portfolio.


Retirement Portfolio