WHAT'S NEW? Our Latest Updates!

March 2016 Performance Review

We lagged on the way up in March, but we fell far less on the way down. 

February 2016 Performance Review

The market slide turned around in mid-February but still left the S&P 500 down a fraction for the month. In the grand scheme of market slides, this is more of a snowslip than an avalanche — at least here in the U.S. Our stock market has largely avoided major drops since 2009, so this drop might seem a little more dramatic than it is.

January 2016 Performance Review

In Wall Street lore, the January effect is the historical pattern where stocks do well in January relative to other months for dubious reasons that include year-end tax loss selling and reinvestment. The first few weeks of 2016 have turned out to be the worst start of any year on record.

Trade Alert!

It was a rough-and-tumble 2015 - a year in which most funds fell. Very few total portfolios of bonds and stocks posted gains in 2015. We've made some changes to keep portfolio downside risk low for the time being, and we're taking some winnings off

December 2015 Performance Review

For the year, our Aggressive Portfolio managed a market-beating 3.06% return, while our Conservative Portfolio slid 1.36%, largely weighed down by bonds and ill-fated stock funds. There are over 1,000 unique fund of fund mutual funds (funds that own other funds to build a total portfolio like our model portfolio). Nobody that owned stock and bond funds was up more than 3.06% in 2015.

November 2015 Performance Review

Shorting commodities is really what pushed the Aggressive portfolio above the market benchmarks in November, with our two holdings in this area generating double-digit returns.

October 2015 Performance Review

While we have stock funds that did well, with a large weight to bonds, shorts that lost money, and foreign funds that are still lagging the U.S. market, we'll have to settle for just so-so performance in October, relatively speaking.

September 2015 Performance Review

The stock market continues down, but in September bonds did well again, notably longer-dated government and investment grade bonds. This bond boost, plus our short positions, kept us falling less than the market — even with many foreign funds underperforming the S&P 500.

August 2015 Performance Review

The Powerfund Portfolios are both ahead of the S&P so far in 2015 — down less than 1% in the Aggressive portfolio and less than 2% in the Moderate.

Black Monday For ETFs

August 24th was probably the worst day in the history of exchange-traded funds. While the 1,000 point plus loss in the Dow early on 8/24 gets all the headlines, some large ETFs took a dive, albeit a brief one, that would be the equivalent of a 7,000 plus point loss in the Dow. Yikes.