Performance
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2010 Performance Review
The year 2010 was marked by a stock market that was strong in the...
- Posted January 16, 2011
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Actively Managed Funds are a Losing Bet
Richard Ferri has written two articles in Forbes recently making a strong case against...
- Posted February 27, 2010
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One, Five, and Ten Year Performance Comparisons
The SMA Portfolio’s partial allocation to fixed income during the decade has enabled favorable...
- Posted January 9, 2010
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SMA Performance through 12/31/2008
________________________________________ It has been widely reported that 2008 will go down as one of...
- Posted January 10, 2009
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Investment Returns Through 2007
The latest annual returns of the two featured portfolios were uninspiring in what...
- Posted January 14, 2008
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Portfolio Performance Update
The results in the table above indicate the Tactical Timing System has performed better...
- Posted January 29, 2007
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Latest News
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2013 Performance Review
Given the dismal performance of the SMA Portfolio in 2013...
- June 30, 2014
- 4
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2012 Performance Review: One Year, Five Year, and 10 Year Comparisons
The past year was one which exhibited very little in...
- January 2, 2013
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Performance Review: One Year, Five Year, and 10 Year Comparisons
The performance of the Stock Market Advantage (SMA) Portfolio was...
- January 3, 2012
- 0
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2010 Performance Review
The year 2010 was marked by a stock market that...
- January 16, 2011
- 0
-
Actively Managed Funds are a Losing Bet
Richard Ferri has written two articles in Forbes recently making...
- February 27, 2010
- 0
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Global REIT ETF Sold
Investor euphoria/greed has been elevated with the extension of...
- January 20, 2021
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
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T.T.S. Fear Index
Date | Index | SMA Comment |
1/20/2021 | 2.3 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since October 2011 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of February 24, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 18.7% |
S&P 500 | 4.8% |
U. S. Small Caps | 12.2% |
Total U. S. Stock Market | 6.0% |
Total Int'l Stock Market | 6.0% |
Total U. S. Bond Market | -2.4% |