NWP Model Investment Portfolio Update: This week my portfolio generated a return of -3.0% compared to the S&P500 index, which returned 2.5% over the same period. However, since inception (9/23/11) the NWP Portfolio has generated a return of 12.4% outperforming the S&P 500 index by 2.1%. The S&P500 returned 10.3% over the same period. Winners: This week my winners were in my fixed-income ETFs, particularly …Read more…
Last week broker/dealer MF global was downgraded by Moody’s Investors Services and promptly declared bankruptcy this past Monday. MF Global’s sources of funding dried up like a kitchen sponge left in the sun, which stemmed from a loss of confidence mainly attributable to a sizable $6bn+ European sovereign (PIIGS countries) debt book. In addition, according to the company’s second quarter 2011 financials the firm had total asset of $45.9B and equity …Read more…
At the end of its third week in operation the NWP Model Investment Portfolio generated a total return of 7.77%, outpacing S&P 500 Index weekly returns of 5.98%. Since its inception the NWP portfolio has provided a return of 8.82% and the S&P 500 Index provided a return of 7.76% over the same period. Thus far the use of levered-ETF to magnify exposures to U.S. large cap and emerging market equities has …Read more…
On September 25, 2011 NetWorthProtect.com launched the NWP Model Investment Portfolio. The Portfolio started with an initial investment of $100,000 and is composed of 11 Exchange-Traded-Funds (ETFs). Every Friday we will post updated model portfolio returns and commentary. Also, if we change our asset allocation or trade out of a position we will provide an update and rational for our trading decision as well as …Read more…
Recently I sat down to think of possible improvements that I can make that will enhance the performance of my retirement investment portfolio. Like most people, I have significant exposure to the greater U.S. equity markets with approximately 45% of my portfolio invested in large capitalization equities, which are components of the S&P 500 Index. The S&P 500 Index tracks the combined performance of …Read more…
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