Category | 2002 Bold/Wary |
2003 Bold/Wary |
2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014![]() |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
4 - Small Company Growth | 30/18% | 24/28% | 20% | 24% | 22% | 22% | 23% | 22% | 18% | 22% | 21% | 16% | 16% |
3 - Small Company Value | 24/26% | 26/28% | 24% | 20% | 16% | 17% | 13% | 22% | 18% | 20% | 21% | 18% | 18% |
5 - Foreign | 12/ 0% | 16/ 0% | 12% | 16% | 20% | 22% | 22% | 20% | 28% | 24% | 16% | 20% | 20% |
2 - Large Company Growth | 20/26% | 22/18% | 20% | 22% | 24% | 22% | 25% | 18% | 18% | 18% | 21% | 22% | 22% |
1 - Large Company Value | 14/30% | 12/26% | 24% | 18% | 18% | 17% | 17% | 18% | 18% | 16% | 21% | 24% | 24% |
100% Stock | |||
---|---|---|---|
Year | US Market | Just-the-Basics | Fund Upgrading |
2000 | -10.9% | -11.4% | -2.9% |
1999 | 23.6% | 28.2% | 30.7% |
I | Attachment | Action | Size | Date | Who | Comment |
---|---|---|---|---|---|---|
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2006-04-RANKINGS.xls | manage | 25 K | 2006/03/21 - 07:20 | RickMach | Sector Rankings - March |
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2006-05-RANKINGS.xls | manage | 99 K | 2006/04/20 - 16:32 | RickMach | Sector Rankings - April |
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HistoricalPerformance2006.XLS | manage | 107 K | 2007/09/27 - 14:24 | RickMach | Historical SR performance from August '07 |
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SMISectorFundHistoricalPerformance.XLS | manage | 91 K | 2006/02/23 - 21:47 | RickMach | SMI Sector Fund Historical Performance |
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level4_table1.gif | manage | 40 K | 2010/07/09 - 14:15 | RickMach | Jan 2010 update |
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level4_table2.gif | manage | 39 K | 2011/03/25 - 19:38 | RickMach | Jan 2011 update |