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HomeHotlineIssuesNewsForumCorrelation ToolDan's Portfolio August 27, 2008
 
 

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Dan offers four model portfolios: Growth, Conservative Growth, Income and Growth Index. The Growth portfolio is aimed at investors with long time horizons. Conservative Growth portfolio is appropriate for investors seeking to match the market's risk-adjusted returns over time. Since inception it has been just 80% as volatile as the stock market. The Income portfolio is designed for capital growth with low risk, and may be appropriate for retirees or near-retirees. Returns have been substantially higher than the bond market. The Growth Index portfolio is designed for young investors who wish to use index funds exclusively and tries to mimic the allocations of the Growth portfolios using index funds.

Here are how Dan's model portfolios are performing for the current month and for the year to date. For past years' performances, click on portfolio name.

Models July Year to Date
Growth -1.6% -11.5%
Conservative Growth -1.1% -9.8%
Income -0.7% -5.9%
Growth Index -2.9% -11.3%
The average
Vanguard investor
-0.9% -6.6%

The average Vanguard investor return is the dollar-weighted performance measure for the entire Vanguard fund group and provides a yardstick against which to measure your entire portfolio's performance.






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