Chiu "Portfolio" Index
How is Chiu Index calculated? look here:
Message 23799289
CURRENT Holdings
Message 23894341
ALL TIME HIGH made 9/19/2007 at 1126.73
Message 23896577
2007-08-14 992.46 + 6.54% in 2007 + 19.65% annually
2007-07-13 1111.76 +19.35% in 2007 + 20.87 annually
2007-03-05 873.97 - 6.18% in 2007 + 19.19% annually
1994-10-31 100.00 Index started
2000-03-23 1124.96 All time high + 56.59% annually then
1994-11-17 99.04 All time low
2002-10-07 311.25 Low since ATH + 15.37% annually then
------------------------------------------------------------
We share Market analysis and portfolio building in this space
Short term stock ideas in AUX site:
Subject 56825
2007-01-07
Final 2006 Allocations & Returns
********************************
SYMBOL Last Port Stock Stock
Price Wgt Port 2006
% Ret% Ret%
SPX 15.79
MSSGX 13.31 9.83 11.90 11.90
VAGDX 16.74 8.86 5.08 5.09
ACEDX 43.39 7.94 2.87 2.87
TGVAX 28.48 6.80 25.62 25.62
GOOG 460.48 6.57 20.83 11.00
MSIQX 20.58 5.28 22.50 22.50
MS 81.43 5.14 51.78 45.93
MPEGX 27.26 4.96 10.14 10.14
CSCO 27.33 3.57 52.62 59.64
LAVLX 22.4 3.41 12.36 12.36
LFC 50.51 3.20 281.69 283.32
AAPL 84.84 3.03 26.50 18.01
QQQQ 43.16 2.57 19.48 7.14
ACA FP 42.02 2.43 33.27 37.75
MO 85.82 2.26 20.87 19.87
DELL 25.09 2.14 -5.55 -16.23
CHTTX 27.03 2.13 20.92 20.92
PTR 140.78 1.75 79.71 79.05
BRK/B 3666.00 1.74 25.76 24.89
SBUX 35.42 1.68 23.89 18.03
EWH 16 1.52 159.70 29.30
GS 199.35 1.42 43.33 57.41
JNJ 66.02 1.35 12.35 12.45
EWJ 14.21 1.35 11.12 5.85
FXI 111.45 1.33 39.64 83.17
CME 509.75 1.20 10.13 39.48
CHU 14.89 1.08 84.88 84.63
BIDU 112.69 1.07 108.12 79.10
HBC 91.65 0.94 16.60 18.86
MCD 44.33 0.93 34.56 34.63
DKS 48.99 0.93 47.38 47.38
WM 45.49 0.90 5.60 9.62
EEM 114.17 0.81 79.56 31.19
SHLD 167.93 0.80 -1.69 45.36
IWM 78.03 0.75 18.17 18.27
LVB 31.05 0.74 8.73 21.72
SGOVX 25.08 0.57 22.29
LMNVX 80.86 0.55 6.92
MRK 43.6 0.55 42.66
WEHIX 39.96 0.50 22.80
SAI 17.79 0.42
DIS 34.27 0.42 44.26
BGH 16.38 0.39
UJPIX 48.81 0.37 13.96
MSFT 29.86 0.36 15.83
ALU 14.22 0.35 16.61
AMAT 18.45 0.30 3.89
KO 48.25 0.28 23.10
CMCSA 42.33 0.27 63.31
INPIX 85.1 0.26 -1.77
2006-01-20
----------
Since major portfolio changes almost never happens for me, I'll post comments about the overall markets here. Again, email me with spreadsheets of your holdings in percentage terms so I can run analysis for you.
2006-01-31
----------
(From Post #5, A good starting ETF portfolio!)
I constructed an all ETF globally diversified portfolio for someone who wanted only 10 securities, so to follow without much efforts.
Portfolio stats:
Beta 0.85
Alpha 0.12
Yield 2.12
Expenses 0.25
IWF 28.08%
IWD 26.57
AGG 14.21
IEF 10.84
EFA 6.66
IWO 3.93
IWP 3.93
EEM 2.53
IWS 2.45
IWN 0.80
----------------------------------------------------------------------
Paul |
