Tuesday, March 17, 2015

World 20 ETF Portfolio PSDS Scan 12-31-2014

My penance for having thought this portfolio would make a good investment index is to scan the portfolio every few years and publish the results on St. Patrick's Day. In the last 5 years EWZ has gone from best to worst, the portfolio PDR = 0.01 is not so good. The 5yr Balanced portfolio performance at APR = 6.62, STD = 7.78, PSR = 0.85 was trounced by the Ave Maria Growth Fund's APR = 15.57, STD = 14.63, PSR = 1.05.






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