Broker Check


Portfolio 40

Year

Performance %

Holding

Allocation %

# of Holdings

1995

15.60

US Large Company

8

500

1996

10.54

US Large Company Value

8

211

1997

9.82

US Small Company

4

2,700

1998

6.29

US Small Company Value

4

1,525

1999

8.80

Real Estate

4

105

2000

3.69

International Large Company

3

1,289

2001

2.68

International Large Company Value

3

532

2002

-0.76

International Small Company

2

4,640

2003

17.78

International Small Company Value

2

2,174

2004

8.96

Emerging Markets

2

723

2005

4.85

One-Year Fixed Income

15

118

2006

11.07

Two-Year Global Fixed Income

15

123

2007

2.78

Five-Year Fixed Income

15

18

2008

-13.67

Five-Year Global Fixed Income

15

116

2009

14.28

Total

100

14,774

2010

9.39

2011

-1.46

92 year Annualized* (all data)

7.06%

2012

8.02

92 year Standard Deviation (all data)

9.61

2013

11.23

Best Return in 91 yrs (all data)

34.99%

1933

2014

2.74

Worst Return in 91 yrs (all data)

-21.09%

1931

2015

-1.21

# of Positive years (all data)

68

2016

5.62

# of Negative years (all data)

24

2017

7.53

2018

-4.42

2019

10.60

*Annualized returns are thru latest calendar year.

YTD**

10.60

**YTD thru December 31, 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.