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To: Wally Mastroly who wrote (15417)12/15/2001 10:06:51 AM
From: Kirk ©  Read Replies (1) | Respond to of 42834
 
The Latest Numbers from Rande
suite101.com

What I find interesting is the return for a 50:50 TotalStock:TotalBond portfolio which is down 1.0% since 12/31/99

Compare that to Brinker's P1 and P2 that went to 60% cash and are now at 78% cash and are down even more. (p1&p2 were down 4.1 and 5.3% since 12/31/99 using the Dec MT data).
______________________________________________________

They can't all be up weeks. At least this one finished on a positive note. Here's....

The Latest (as of 12/14 close):

YTD 2001:

DJIA -9.1%
S&P -14.9%
SPY -13.3%
VTSMX (W5000 Index Fund) -13.2%
Nas -20.9%
QQQ -31.3%
R2000 -2.5%
MDY (S&P 400 Midcap) -3.3%
VEURX (European Index Fund) -23.2%

Since 12/31/99:

DJIA -14.7%
S&P -23.5%
SPY -21.3%
VTSMX -22.1%
Nas -52.0%
QQQ -56.1%
R2000 -6.6%
MDY +13.4%
VEURX -29.1%
50/50 Total Stock/Total Bond -1.0%
(includes Total Bond through yesterday)

Since Previous Closing Lows:

DJIA (9/21/01) +19.1%
S&P (9/21/01) +16.4%
SPY (9/21/01) +16.7%
W5000 Fund (9/21/01) +18.1%
Nas (9/21/01) +37.2%
QQQ (9/21/01) +42.3%
R2000 (9/21/01) +24.4%
MDY (9/21/01) +22.1%
VEURX (9/21/01) +18.5%

Since Previous Closing Highs:

DJIA (1/14/00) -16.3%
S&P (3/24/00) -26.4%
SPY (3/24/00) -24.7%
VTSMX (3/24/00) -27.3%
Nas (3/10/00; ) -61.3%
QQQ (3/24/00) -65.9%
R2000 (3/9/00) -22.2%
MDY (9/7/00) -9.3%
VEURX (3/24/00) -31.5%
___________________________

Previous Closing Highs

DJIA 11722.98 (1/14/00)
S&P 1527.46 (3/24/00) [back to 1530.09 intraday on 9/1/00]
SPY 153.56 (3/24/00) [back to 153.5938 intraday on 9/1/00]
VTSMX 35.58 (3/24/00)
Nas 5048.62 (3/10/00)
QQQ 117.75 (3/24/00)
R2000 606.05 (3/09/00)
MDY 101.4525 (9/7/00)
VEURX 29.85 (3/24/00)

Benchmark Closing Lows (lows since previous all-time highs):

DJIA 8235.81 (9/21/01)
S&P 965.80 (9/21/01)
SPY 97.28 (9/21/01)
VTSMX 21.40 (9/21/01)
Nas 1423.19 (9/21/01) (intra low -- 1387.06 on 9/21/01)
QQQ 28.19 (9/21/01) (intra low -- 27.20 on 9/21/01)
R2000 378.89 (9/21/01)
MDY 74.45 (9/21/01)
VEURX 16.85 (9/21/01)

Market Cycle Peak to Trough:

DJIA (1/14/00 - 9/21/01) -29.8%
S&P (3/24/00 - 9/21/01) -36.8%
SPY (3/24/00 - 9/21/01) -35.3%
VTSMX (3/24/00 - 9/21/01) -38.2
Nas (3/10/00 - 9/21/01) -71.8%
QQQ (3/24/00 - 9/21/01) -76.1%
___________________________

Index returns are price change only, ETFs and mutual funds including divs/distributions. Returns not guaranteed as to accuracy -- relying on unaudited third-party sources (may have missed a dividend or two, which would understate returns). Returns rounded