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…
In memory of those lost in the attacks on September 11, 2001 today’s post is dedicated to sharing our 9/11 stories. Where were you that day and what were you doing that morning? I will start us off. I had just moved to New York City and that morning I took the subway from the small apartment I was staying at in Williamsburg, Brooklyn to Astoria, Queens. …Read more…
When considering potential improvements to your home, owners must look at several important factors. As with any project, proper planning is required to ensure success. Start by asking yourself and/or your significant other these key questions: What are your goals for the project(s)? Whether it is more space, increased function, updating, or energy efficiency, defining the project goals helps to avoid “project scope creep”, e.g. The contractor says “While you’re at it …Read more…
1) U.S. Downgrade is basically a ”Political Leader B#tch Slap” (one I think they deserve): Below is an excerpt from Standard & Poor’s (S&P) most recent Sovereign Default Study – the study most applicable for discussing US debt obligations. Notice anything concerning the difference between AAA, AA and A? This is an average cumulative default table – so on average, for instance, the 5-year cumulative default study for BBB-rated …Read more…
Last week was the worst week in the U.S. financial markets since the financial crisis of 2008. The Dow and the S&P 500 each declined approximately 10% over the last 6 trading days. On last Thursday, August 4, 2011 markets declined just under 5% in a single day. The reasons: various! European debt default issues, fear the European Union and the currency will collapse, the US …Read more…
Today the State of Maryland announced that its program assets were 37% short of covering pension benefits promised to thousands of retirees. Several other states and even corporate pension programs have deeply underfunded pension plans with Funding Ratios of less than 70%. The Funding Ratio is a measure of current plan assets relative to projected pension benefit obligations. For example; if a pension plan has $60 …Read more…
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