ETF Equally Weighted Domestic Sector Folio   (click here for the printable PDF)

Annualized
YTD
2011 (DEC)
1 Yr
2011
3 Yrs
2009-2011
5 Yrs
2007-2011
10 Yrs
2002-2011
15 Yrs
1997-2011
20 Yrs
1992-2011
Equally Weighted Sector Folio
2.06%
2.06%
15.10%
1.20%
4.44%
N/A
N/A
S&P 500 Index
2.11%
2.11%
14.11%
-0.25%
2.92%
N/A
N/A
Annual
Equally
Weighted Sector
S&P 500
Index
1990
N/A
N/A
1991
N/A
N/A
1992
N/A
N/A
1993
N/A
N/A
1994
N/A
N/A
1995
N/A
N/A
1996
N/A
N/A
1997
N/A
N/A
1998
N/A
N/A
1999
N/A
N/A
2000
N/A
N/A
2001
-7.67%
-11.89%
2002
-20.40%
-22.10%
2003
26.84%
28.69%
2004
14.46%
10.88%
2005
6.86%
4.91%
2006
17.81%
15.80%
2007
8.75%
5.49%
2008
-36.19%
-37.00%
2009
28.20%
26.46%
2010
11.72%
15.06%
2011
2.06%
2.11%
Back-Tested Data
Standard Deviation
Growth Of Wealth
Equally Weighted
Sector Folio
S&P 500
Index
Mean Return
4.77%
3.49%
Median Return
8.75%
5.49%
Worst Return
‐36.19%
‐37.00%
Best Return
28.20%
28.69%
Negative Returns
3
3
This membership fee will allow individual investors the opportunity to have institutional investment accounts.
These portfolios are continuously monitored and positions are rebalanced or reallocated when necessary. In addition, we generate quarterly performance reports on each portfolio. For those investors
Investing in a wide array of capital market instruments, such as stocks, bonds, mutual funds, ETF’s, and options at discount rates.