Four Corner
The goal of this sample is to show how some people split the market into 4 equal corners. The four corners are Large Cap Value, Large Cap Growth, Small Cap Value, and Small Cap Growth. The theory behind this is that different sections of the domestic market do not always correlate but overtime will provide similar returns.
Portfolio Allocation
- Money Market - 5%
- Total Bond Market - 15%
- Commodities - 5%
- International Europe - 10%
- International Pacific - 10%
- Emerging Markets - 10%
- REIT - 5%
- Small Cap Growth - 10%
- Small Cap Value - 10%
- Large Cap Growth - 10%
- Large Cap Value - 10%
Portfolio Information
Yearly Returns
- 2008 -30.99%
- 2007 8.91%
- 2006 16.18%
- 2005 11.2%
- 2004 15.83%
- 2003 31.21%
- 2002 -7.39%
- 2001 -4.82%
- 2000 -0.31%
- 1999 20.87%
- 1998 5.93%
- 1997 11.82%
- 1996 14.23%
- 1995 20.72%
- 1994 0.83%
- 1993 22.55%
- 1992 6.87%
- 1991 28.71%
- 1990 -7.41%
- 1989 23.36%
- 1988 20.7%
- 1987 8.18%
- 1986 27.66%
- 1985 35.32%
- 1984 5.57%
- 1983 22.25%
- 1982 14.44%
- 1981 1.35%
- 1980 25.02%
- 1979 19.46%
- 1978 20.25%
- 1977 14.18%
- 1976 22.26%
- 1975 35.15%
- 1974 -16.71%
- 1973 -9.78%
- 1972 25.83%
Portfolio Stats
- Average Return 12.42%
- CAGR 11.37%
- Standard Dev 14.8%
- Correlation US -0.09