AgileInvesting recommends and manages diversified portfolios using exchange traded funds (ETFs).  An ETF is an index fund that trades on the stock market. Examples include ishares and SPDRs.
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Performance of AgileInvesting Portfolios

The following table shows how AgileInvesting's three portfolio types have performed versus the benchmarks we have established:

                       

     

 YTD

                       

 

6-year

 

 through

   

2002

 

2003

 

2004

 

2005

 

2006

 

2007

 

Annualized

 

12/31/08

                                 
Conservative Growth  

-5.8%

 

18.5%

 

8.8%

 

6.5%

 

10.2%

 

7.5%

 

7.4%

 

-15.8%

Benchmark (1)  

-9.2%

 

18.8%

 

8.1%

 

3.9%

 

11.2%

 

6.1%

 

5.8%

 

-20.2%

                                 
Moderate Growth  

-8.7%

 

24.6%

 

11.0%

 

9.5%

 

11.7%

 

9.1%

 

9.1%

 

-20.5%

Benchmark (2)  

-14.0%

 

22.5%

 

9.1%

 

4.3%

 

12.9%

 

5.9%

 

5.9%

 

-26.5%

                                 
Aggressive Growth  

-9.9%

 

28.8%

 

14.7%

 

10.7%

 

13.1%

 

9.4%

 

10.5%

 

-26.2%

Benchmark (3)  

-18.9%

 

26.2%

 

10.1%

 

4.7%

 

14.6%

 

5.6%

 

6.0%

 

-32.8%

                                 
S&P 500  

-22.1%

 

28.6%

 

10.7%

 

4.9%

 

15.8%

 

5.5%

 

6.0%

 

-37.0%

Lehman Aggregate  

10.3%

 

4.1%

 

4.2%

 

2.4%

 

4.2%

 

7.0%

 

5.3%

 

5.1%

                                 
Benchmark Definitions:                                
(1) 60% S&P 500 / 40% Lehman Aggregate                    
(2) 75% S&P 500 / 25% Lehman Aggregate                    
(3) 90% S&P 500 / 10% Lehman Aggregate                    

 
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AgileInvesting does not guarantee the accuracy or completeness of this report, nor does AgileInvesting assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only.  

The information contained in this report may not be published, broadcast, rewritten or otherwise distributed without prior written consent from AgileInvesting.

 © 2009, AgileInvesting. All rights reserved.