November Performance Recap

Once again, the markets were favorable in November with stocks, bonds and commodities seeing solid gains. A few highlights from our managed Strategies program:

Equity Strategies
Focused Analyst Growth +5.91%; +28.90% 1-year
Select REIT +4.12%; +33.79% 1-year
Equity Opportunity +5.00%; +20.20% 1-year
Focused International Equity +3.50%; +28.46% 1-year

Dynamic Strategies
Dynamic Bond Plus +2.08%; +19.51% 1-year
Dynamic High Yield +0.97%; +18.82% 1-year
Dynamic Fx Plus +1.42%; +11.03% 1-year
Dynamic Commodity +3.41%; +10.72% 1-year
Dynamic Tax-Exempt Plus +1.26%; 11.86% 1-year
Dynamic Beta +0.84%; +11.48% 1-year

Asset Allocation Portfolios
We have eight Asset Allocation Models that combine up to 10 strategies to create a diversified portfolio. The Absolute Return Growth Portfolio has a goal of a consistent 2.5% per quarter and 10% per year. It is currently meeting this goal with a 3-month return of 4.18% and a 1-year return of 10.87%.

The Absolute Return Income Portfolio has a goal of a consistent 2.0% per quarter and 8% per year. It currently far exceeds benchmark with a 3-month return of 4.59% and a 1-year return of 12.61%. Click on the image below for returns for other Strategies and Asset Allocation Portfolios. A pdf file will follow shortly on the website.



Strategies and models are managed by WindRiver Advisors LLC, an SEC registered investment advisor with $40 million in assets under management. Visit our website for more information on investment management and how to establish an account.