Sample Growth & Income Portfolio:
(data as of April 27, 2011)
Portfolio Allocation
When fully invested, the S&F Growth & Income Portfolio maintains 40% of assets in growth-oriented ETF's, 30% in high yield bond funds, and 30% in stocks or ETF's covered by call options divided among three trading systems:
Relative Strength Funds:
| Symbol | Name | Objective | Allo | Buy_Date | Buy_Price | Current_Price | G_L |
|---|---|---|---|---|---|---|---|
| {Symbol} | {Name} | {Objective} | {Allo} | {Buy_Date} | {Buy_Price} | {Current_Price} | {G_L} |
Bond Funds
| Symbol | Name | Objective | Allo | Buy Date | Buy Price | Price 4-11-11 | %G/L |
|---|---|---|---|---|---|---|---|
| {Symbol} | {Fund_Name} | {Objective} | {Allo} | {Buy_Date} | {Buy_Price} | {Price___4_11_2011} | {G_L} |
Covered Call Spreads
| Symbol | Name | Objective | Allo | Buy Date | Buy Price | Price 4-11-11 | %G/L |
|---|---|---|---|---|---|---|---|
| {Symbol} | {Fund_Name} | {Objective} | {Allo} | {Buy_Date} | {Buy_Price} | {Price___4_11_2011} | {G_L} |
Portfolio Track Record
The Covered Call proportion of the portfolio is exceeding the benchmark, while the other components are trailing slightly behind (as of 4/21/11).
The editor of Systems & Forecasts, Marvin Appel, Ph.D., M.D. is Vice-President of Signalert Corporation and author of 3 books on investing. Please read our disclaimer.
