Broker Check


Portfolio 90

Year

Performance %

Holding

Allocation %

# of Holdings

1995

22.18

US Large Company

18

500

1996

15.91

US Large Company Value

18

211

1997

14.79

US Small Company

9

2,700

1998

7.05

US Small Company Value

9

1,525

1999

15.60

Real Estate

9

105

2000

0.98

International Large Company

6.75

1,289

2001

-0.72

International Large Company Value

6.75

532

2002

-10.52

International Small Company

4.5

4,640

2003

38.13

International Small Company Value

4.5

2,174

2004

18.89

Emerging Markets

4.5

723

2005

9.83

One-Year Fixed Income

2.5

118

2006

20.40

Two-Year Global Fixed Income

2.5

123

2007

0.82

Five-Year Fixed Income

2.5

18

2008

-36.16

Five-Year Global Fixed Income

2.5

116

2009

30.11

Total

100

14,774

2010

18.18

2011

-5.17

92 year Annualized* (all data)

10.10%

2012

16.44

92 year Standard Deviation (all data)

20.98

2013

26.28

Best Return in 92 yrs (all data)

78.40%

1933

2014

5.67

Worst Return in 92 yrs (all data)

-45.69%

1931

2015

-2.70

# of Positive years (all data)

66

2016

12.22

# of Negative years (all data)

26

2017

16.57

2018

-11.01

2019

21.15

*Annualized returns are thru latest calendar year.

YTD**

-13.95

**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.