February Performance
We are pleased to report performance for our managed strategies. Though the S&P 500 was down 2% in February, we had 21 of 23 strategies posting positive returns. These were led by Dynamic Commodity up +5.3%, Focused 13D up +4.3%, Focused Analyst Growth up +3.3%, Dynamic Global Macro up +3.0% and Dynamic Duration Select up +2.8%.
On a longer term basis, the S&P increased 9.9% and the Lehman Aggregate Bond Index increased 5.4% for the year ending February 28. Over this same period strategy performance highlights include Select REIT up +31.5%, Focused International Equity up +22.2%, Focused Analyst Growth up +21.4%, Dynamic Commodity up +20.3% (over 30 percentage points over the Rydex Commodity Fund performance of minus -11.2%), Focused Analyst Upgrade up +19.9%, Dynamic High Yield up +18.3%, Equity Opportunity up +13.6%, Dynamic Bond Plus up 13.2%, and Dynamic Global Macro up +12.1%.
One other note: a fairly new strategy, Focused 13D was up +26.2% over the last 6 months, more than exceeding our initial expectations.
Regarding asset allocation models, Absolute Return Growth Portfolio has outperformed its 2.5% per quarter target (10% per year) for the trailing 3, 6, 12, and 24 month periods. Absolute Return Income Portfolio has outperformed the 2% per quarter target (8% per year) for the trailing 3, 6, 12, and 24 months. Growth Portfolio was up 15.0% over the last year and 28.6% for two years. As always, we are required to mention that past performance does not guarantee future performance. Visit our website for more complete information on performance and disclosures. We welcome any inquiries.
On a longer term basis, the S&P increased 9.9% and the Lehman Aggregate Bond Index increased 5.4% for the year ending February 28. Over this same period strategy performance highlights include Select REIT up +31.5%, Focused International Equity up +22.2%, Focused Analyst Growth up +21.4%, Dynamic Commodity up +20.3% (over 30 percentage points over the Rydex Commodity Fund performance of minus -11.2%), Focused Analyst Upgrade up +19.9%, Dynamic High Yield up +18.3%, Equity Opportunity up +13.6%, Dynamic Bond Plus up 13.2%, and Dynamic Global Macro up +12.1%.
One other note: a fairly new strategy, Focused 13D was up +26.2% over the last 6 months, more than exceeding our initial expectations.
Regarding asset allocation models, Absolute Return Growth Portfolio has outperformed its 2.5% per quarter target (10% per year) for the trailing 3, 6, 12, and 24 month periods. Absolute Return Income Portfolio has outperformed the 2% per quarter target (8% per year) for the trailing 3, 6, 12, and 24 months. Growth Portfolio was up 15.0% over the last year and 28.6% for two years. As always, we are required to mention that past performance does not guarantee future performance. Visit our website for more complete information on performance and disclosures. We welcome any inquiries.
posted by WRA Strategy Group at 9:10 PM
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