GWM Model Folio Performance vs. The S&P 500

Our folios are holding up very well compared to the S&P 500. While the market has lost ground for the last two sessions, our model portfolios and their individual components made money.  Click on the table below to view the two day performance figures.

GWM Folio Performance

2 market days only

July 6th and July 9th



The Green shaded row represents all GWM Model portfolio holdings combined.
The Red shaded row represents the S&P 500 Index.
The Green shaded column represents each individual GWM Folio by name.

 * The performance figures are for illustrative purposes. The assets included and their actual weighting is unique to each GWM Model Porfolio.


Special Notice:

I have changed the name of a few of our folios.

The Discretionary Folio is now called the New Economy Folio.

The objectives of this folio are the same as before. Discretionary was merely a temporary name: I believe the New Economy moniker is a more descriptive banner.


The Long/Short 1x folio is now called the Major Markets folio.
The Long/Short 2x folio is now called the Major Markets II folio.

The current market environment is very choppy. Taking short positions as either a hedging strategy or a money making strategy is proving to be unproductive. These folios can still go long or short, but I will only employ this feature under what I consider to be the right conditions. The Major Markets folios will be focused on broad market ETFs, such as SPY, TLT, IWM, etc.


I will soon change the name and objectives of the Inflation Hedges folio as well.

Commodity or hard asset ETFs generally perform very well during inflationary periods. I think the larger concern for investors at the moment is the prospects for deflation; consequently, commodities have been in a severe bear market for some time now. These markets are in clear down-trends with periodic big rallies. The extreme volatility of this asset class has bear market written all over it. In my judgment I think it is best to invest this portion of the model portfolio in a less restrictive manner. I will give you an update later.

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.