Broker Check


Portfolio 60

Year

Performance %

Holding

Allocation %

# of Holdings

1994

-0.28

US Large Company

12

500

1995

18.23

US Large Company Value

12

211

1996

12.69

US Small Company

6

2,700

1997

11.81

US Small Company Value

6

1,525

1998

6.59

Real Estate

6

105

1999

11.52

International Large Company

4.5

1,289

2000

2.60

International Large Company Value

4.5

532

2001

1.32

International Small Company

3

4,640

2002

-4.67

International Small Company Value

3

2,174

2003

25.92

Emerging Markets

3

723

2004

12.93

One-Year Fixed Income

10

118

2005

6.85

Two-Year Global Fixed Income

10

123

2006

14.80

Five-Year Fixed Income

10

18

2007

2.00

Five-Year Global Fixed Income

10

116

2008

-22.66

Total

100

14,774

2009

20.61

2010

12.91

91 year Annualized* (all data)

8.37%

2011

-2.94

91 year Standard Deviation (all data)

14.13

2012

11.39

Best Return in 91 yrs (all data)

52.36%

1933

2013

17.25

Worst Return in 91 yrs (all data)

-30.93%

1931

2014

3.91

# of Positive years (all data)

67

2015

-1.81

# of Negative years (all data)

24

2016

8.26

2017

11.14

2018

-7.06

*Annualized returns are thru latest calendar year.

YTD**

-7.06

**YTD thru December 31, 2018


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.