US Growth Portfolio

The US Growth Model Portfolio is designed as a Long-Term Growth oriented strategy seeking capital appreciation from US Stock Markets.

US Growth Model

US Stocks
(Normal Target: 100%)
Amount
Invested
Purchase
Date
Buy
Price

Result
Current
Rating
Mid Cap (MDY) 50.00% 11-1-09 $119.62 +33.49% Hold
Small Cap Growth (IWO) 20.00% 6-2-09 $54.98 +60.99% Hold
Technology Sector (XLK) 10.00% 11-9-10 $25.21 +0.20% Hold
Cash (Normal Target: 0%) 20.00%
Performance Results

Year


Aggressive
Growth

S&P 500
Index
Dow
Jones
Industrials
2003: +40.92% +26.38% +25.32%
2004: +12.42% +8.99% +3.15%
2005: +61.20% +3.00% -0.61%
2006: +16.80% +13.62% +16.29%
2007: +4.46% +3.53% +6.43%
2008: -27.79% -38.49% -33.84
2009: +24.21% -2.30% -2.79%
2010 YTD: +20.00% +12.77% +10.81%
Cumulative Return: +119.78% +42.91% +38.51%

Note: Prices for changes in the model portfolios are the close of trading on the day the position was added to or deleted from the Portfolio.