Broker Check


Portfolio 30

Year

Performance %

Holding

Allocation %

# of Holdings

1994

-1.10

US Large Company

6

500

1995

14.29

US Large Company Value

6

211

1996

9.47

US Small Company

3

2,700

1997

8.82

US Small Company Value

3

1,525

1998

6.14

Real Estate

3

105

1999

7.44

International Large Company

2.25

1,289

2000

4.23

International Large Company Value

2.25

532

2001

3.36

International Small Company

1.5

4,640

2002

1.19

International Small Company Value

1.5

2,174

2003

13.70

Emerging Markets

1.5

723

2004

6.97

One-Year Fixed Income

17.5

118

2005

3.86

Two-Year Global Fixed Income

17.5

123

2006

9.21

Five-Year Fixed Income

17.5

18

2007

3.18

Five-Year Global Fixed Income

17.5

116

2008

-9.17

Total

100

14,774

2009

11.11

2010

7.64

91 year Annualized* (all data)

6.27%

2011

-0.71

91 year Standard Deviation (all data)

7.57

2012

6.34

Best Return in 91 yrs (all data)

26.31%

1933

2013

8.22

Worst Return in 91 yrs (all data)

-16.17%

1931

2014

2.15

# of Positive years (all data)

72

2015

-0.92

# of Negative years (all data)

19

2016

4.30

2017

5.72

2018

-3.10

*Annualized returns are thru latest calendar year.

YTD**

5.25

**YTD thru June 30, 2019


All returns are reduced by 0.8% per year which represents the largest fee Performance
Investment Group charges. Past performance is no guarantee of future results.