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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (411)11/16/2021 6:13:35 AM
From: garygr  Read Replies (2) of 21872
 
I've been tracking the Middle Age Portfolio on Morningstar. Here are some interesting findings:

Middle Age Portfolio: Same $$ amount and holdings as of 11/2/21-----
Vs. Middle Age Portfolio with equal dollar amount of $1,000 in each holding.

Same $$ as Chowder 3.30 2.07 25.57 8.52 27.36 15.52 14.65

EQUAL $$ 2.68 1.95 27.62 10.08 30.16 16.68 15.15

PERIOD 1(M) 3(M) 12(M) 2020 2019 3 YEAR 5 YEAR

Equal $$ amount in each holding resulted in a better return for 12 month, 2020, 2019, 3 and 5 year returns.

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