Model Age Curve Report Master Portfolio Performance Update
March 22, 2010
Equity markets continue to follow our 2010 NDR Road Map by continuing to climb the "Wall of Worry." There are reasons to keep our feet near the exit, but as long as markets do not fall below their recent lows, the bulls get the benefit of the doubt, and the up trend to the April highs is intact until proven otherwise.
The model Beacon Master Portfolio is showing a return of 92.3 percent, and represents a 66.1 percent outperformance over the S&P Global Index ETF (IOO) return of 26.2 percent, since our "Generational Opportunity" buy signal of December 5, 2008.
The model's trend of outperformance is continuing into its second year from December 5, 2009 to March 12, 2010. The model is up 14.3 percent versus a negative return of 2.5percent for the S&P Global Index ETF (IOO).
Our short term stop-loss continues at 1060 on the S&P 500 or 106 on the ETF (SPY). At this point, we would look to shift to a more defensive portfolio stance to protect the model's capital.
Performance from 5th Dec. 2008 to 19 Mar. 2010
Model Portfolio/Index |
Return% |
Var.% |
| Model Beacon Master Port. | 92.3 | |
| S&P Global | 26.2 | 66.1 |
| S&P 500 | 31.9 | 60.4 |
| Canada MSCI Index | 79.6 | 12.7 |
| UK MSCI Index | 36.6 | 55.7 |
| Commodity Index | 18.9 | 73.4 |
| US Bond Index | 5.1 | 87.2 |
Performance from 5th Dec. 2009 to 19 Mar. 2010
Model Portfolio/Index |
Return% |
Var.% |
| Model Beacon Master Port. | 14.3 | |
| S&P Global | -2.5 | 16.8 |
| S&P 500 | 4.5 | 9.8 |
| Canada MSCI Index | 7.0 | 7.3 |
| UK MSCI Index | -2.8 | 17.1 |
| Commodity Index | -4.2 | 18.5 |
| US Bond Index | 0.2 | 14.5 |
