Broker Check


Portfolio 50

Year

Performance %

Holding

Allocation %

# of Holdings

1995

16.92

US Large Company

10

500

1996

11.61

US Large Company Value

10

211

1997

10.81

US Small Company

5

2,700

1998

6.44

US Small Company Value

5

1,525

1999

10.16

Real Estate

5

105

2000

3.15

International Large Company

3.75

1,289

2001

2.00

International Large Company Value

3.75

532

2002

-2.72

International Small Company

2.5

4,640

2003

21.85

International Small Company Value

2.5

2,174

2004

10.95

Emerging Markets

2.5

723

2005

5.85

One-Year Fixed Income

12.5

118

2006

12.94

Two-Year Global Fixed Income

12.5

123

2007

2.39

Five-Year Fixed Income

12.5

18

2008

-18.17

Five-Year Global Fixed Income

12.5

116

2009

17.45

Total

100

14,774

2010

11.15

2011

-2.20

92 year Annualized* (all data)

7.78%

2012

9.71

92 year Standard Deviation (all data)

11.81

2013

14.24

Best Return in 92 yrs (all data)

43.68%

1933

2014

3.32

Worst Return in 92 yrs (all data)

-26.01%

1931

2015

-1.51

# of Positive years (all data)

68

2016

6.94

# of Negative years (all data)

24

2017

9.34

2018

-5.74

2019

12.71

*Annualized returns are thru latest calendar year.

YTD**

-7.62

**YTD thru June 30, 2020


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.