rpatel45324 Portfolio 1
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Created by rpatel45324
DESCRIPTION:

Date updated:03-14-2007

Globality Portfolio consists of seventeen stocks aiming at a global balance of all major asset classes. The goal is to reduce risk and volatility while providing a strong competitive performance. I welcome suggestions for improvement.

symbol name last price % change open
  • +
  • VTI
    Vanguard Ttl Etf
  • $53.95
  • +0.26%
  • $53.56

6%. Wide US stock market.

People owning VTI also tend to own: IFNMIDDEFAIYMIYRMMMCUT

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  • +
  • IWD
    Ishare Rus 1000 V
  • $55.41
  • +0.07%
  • $55.06

6%. Large cap value.

People owning IWD also tend to own: AGGALUEFAEPMIWFLNGMEOH

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  • +
  • IWN
    Ishare Rus 2000 V
  • $54.07
  • +0.04%
  • $53.55

6%. Small cap value.

People owning IWN also tend to own: AMATCNUDEOFISVHMCMMMPG

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  • +
  • EFV
    Ishares Msci Vlu
  • $50.87
  • +0.26%
  • $50.32

6%. International large cap value.

People owning EFV also tend to own: AAPLCRMCTDCFJKFSIRITGT

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  • +
  • EEM
    Ishares Msci E.m.
  • $39.65
  • -0.13%
  • $39.31

6%. International emerging markets.

People owning EEM also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

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  • +
  • EEM
    Ishares Msci E.m.
  • $39.65
  • -0.13%
  • $39.31

6%. International emerging markets.

People owning EEM also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

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  • +
  • TLT
    Ishares Barclays
  • $93.33
  • +0.10%
  • $93.38

5%. Long term US treasury bonds.

People owning TLT also tend to own: CVXPFEBTEIAUINTCIOOIVV

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  • +
  • LQD
    Ishares Gs $ Inve
  • $105.32
  • +0.27%
  • $105.03

5%. US corporate bonds.

People owning LQD also tend to own: PIDBACICFJNJKOMMMMO

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Start Price

Return Value

Start Date
VTI 138.45 -61.03% Mar 14th
IWD 81.09 -31.67% Mar 14th
IWN 78.84 -31.42% Mar 14th
EFV 71.10 -28.45% Mar 14th
EEM 110.37 -64.08% Mar 14th
TLT 89.88 +3.84% Mar 14th
LQD 107.90 -2.39% Mar 14th
AGG 100.68 +3.67% Mar 14th
SBW 13.67 -10.53% Mar 14th
TEI 14.03 -0.21% Mar 14th
RWR 90.44 -51.84% Mar 14th
IXJ 56.76 -13.64% Mar 14th
USO 49.14 -19.21% Mar 14th
GLD 63.94 +68.02% Mar 14th
GGN 24.70 -35.95% Mar 14th
XLU 38.25 -24.39% Mar 14th
JSN 18.22 -31.45% Mar 14th

Average return:

 -19.45%

Success rate:

 17.65%

Tracking Started: 03-14-2007

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