As I write on Monday morning, the market is down again, but not in a big way.
July 5th and July 6th
Market Direction Model
GWM Model Portfolio Holdings
Below is a back-test of the complete list of assets held in GWM model portfolios. Performance is based on an equal weight of all assets. So, this is just presented to give you a general idea of how our picks are performing.
The actual assets and weightings you may have are dependent upon your chosen GWM Model Portfolio. The back-test represents returns since the active market low set on June 4th, 2012 through Friday July 6th.
(Click on tables and charts for easier viewing.)
(Then click the large white X in the upper right corner to return to the blog)
If you would like to view the details on any of the investments listed above, click on [Portfolio Holdings Lookup by Symbol] under the [Clients] tab on the GWM web-site. As you well know these holdings are subject to change given the current nature of the market.
As a side note, I have over-weighted Apple in all model portfolios. Apple is still operating as a bellweather and is currently performing quite well.
This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.