Broker Check


Portfolio 60

Year

Performance %

Holding

Allocation %

# of Holdings

1995

18.23

US Large Company

12

500

1996

12.69

US Large Company Value

12

211

1997

11.81

US Small Company

6

2,700

1998

6.59

US Small Company Value

6

1,525

1999

11.52

Real Estate

6

105

2000

2.60

International Large Company

4.5

1,289

2001

1.32

International Large Company Value

4.5

532

2002

-4.67

International Small Company

3

4,640

2003

25.92

International Small Company Value

3

2,174

2004

12.93

Emerging Markets

3

723

2005

6.85

One-Year Fixed Income

10

118

2006

14.80

Two-Year Global Fixed Income

10

123

2007

2.00

Five-Year Fixed Income

10

18

2008

-22.66

Five-Year Global Fixed Income

10

116

2009

20.61

Total

100

14,774

2010

12.91

2011

-2.94

92 year Annualized* (all data)

8.44%

2012

11.39

92 year Standard Deviation (all data)

14.06

2013

17.25

Best Return in 92 yrs (all data)

52.36%

1933

2014

3.91

Worst Return in 92 yrs (all data)

-30.93%

1931

2015

-1.81

# of Positive years (all data)

68

2016

8.26

# of Negative years (all data)

24

2017

11.14

2018

-7.06

2019

14.82

*Annualized returns are thru latest calendar year.

YTD**

14.82

**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.