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Model Portfolios Overview | |
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This page show shows holdings and returns of 2 theoretical investment portfolios.
These model portfolios were made using techniques and principles of Portfolio Management. The portfolios allow you to track and compare performance to the S&P Index (Standard & Poors), the Dow Jones Industrial Average or any mutual fund. |
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The base value for both the Trader's Portfolio and the Investor's Portfolio is $100,000.
Transactions do not account for brokerage fees.
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Nov. 1, 2004 |
May 8, 2008 |
%rtn |
Current Value |
| Trader's Portfolio |
$100,000 |
$97,223 |
-2.78% |
n/a |
| Investor's Portfolio |
$100,000 |
$89,469 |
-10.53% |
n/a |
| S&P (Standard & Poors) |
1,130.51 |
1,397.68 |
23.63% |
GET |
| Dow Jones (DJIA) |
10,054.39 |
12,866.78 |
27.97% |
GET |
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