Slice 'n Dice Value
This sample portfolio is exactly the same as Four Corners except for one difference: It does not include the growth segments of the market. In replace of the growth indexes we included balanced funds. These balanced indexes allow the portfolio to still have a segment of growth but not such a large amount. Of course these balanced indexes also slant our portfolio way into the value segment of the market.
Portfolio Allocation
- Money Market - 5%
- Total Bond Market - 15%
- Commodities - 5%
- International Europe - 10%
- International Pacific - 10%
- Emerging Markets - 10%
- REIT - 5%
- Small Cap Blend - 10%
- Small Cap Value - 10%
- Large Cap Blend - 10%
- Large Cap Value - 10%
Portfolio Information
Yearly Returns
- 2008 -30.46%
- 2007 7.34%
- 2006 17.22%
- 2005 11.04%
- 2004 16.57%
- 2003 31.74%
- 2002 -7.7%
- 2001 -4.34%
- 2000 0.58%
- 1999 20.43%
- 1998 4.19%
- 1997 12.67%
- 1996 14.83%
- 1995 20.43%
- 1994 0.85%
- 1993 23.91%
- 1992 8.15%
- 1991 27.1%
- 1990 -7.92%
- 1989 22.51%
- 1988 21.64%
- 1987 8.29%
- 1986 28.13%
- 1985 35.17%
- 1984 7.14%
- 1983 23.68%
- 1982 14.87%
- 1981 3.08%
- 1980 22.88%
- 1979 18.1%
- 1978 20.64%
- 1977 14.88%
- 1976 24.26%
- 1975 34.41%
- 1974 -15.09%
- 1973 -8.27%
- 1972 25.65%
Portfolio Stats
- Average Return 12.67%
- CAGR 11.65%
- Standard Dev 14.56%
- Correlation US -0.08