Broker Check


Portfolio 70

Year

Performance %

Holding

Allocation %

# of Holdings

1996

13.76

US Large Company

14

500

1997

12.80

US Large Company Value

14

211

1998

6.74

US Small Company

7

2,700

1999

12.88

US Small Company Value

7

1,525

2000

2.06

Real Estate

7

105

2001

0.64

International Large Company

5.25

1,289

2002

-6.62

International Large Company Value

5.25

532

2003

29.99

International Small Company

3.5

4,640

2004

14.92

International Small Company Value

3.5

2,174

2005

7.84

Emerging Markets

3.5

723

2006

16.67

One-Year Fixed Income

7.5

118

2007

1.60

Two-Year Global Fixed Income

7.5

123

2008

-27.16

Five-Year Fixed Income

7.5

18

2009

23.78

Five-Year Global Fixed Income

7.5

116

2010

14.67

Total

100

14,774

2011

-3.69

2012

13.07

93 year Annualized* (all data)

8.87%

2013

20.26

93 year Standard Deviation (all data)

16.30

2014

4.50

Best Return in 93 yrs (all data)

61.04%

1933

2015

-2.10

Worst Return in 93 yrs (all data)

-35.85%

1931

2016

9.58

# of Positive years (all data)

69

2017

12.95

# of Negative years (all data)

24

2018

-8.37

2019

16.93

2020

3.68

*Annualized returns are thru latest calendar year.

YTD**

12.61

**YTD thru June 30, 2021


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.