POWERFUND PORTFOLIOS Since 2002
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Aggressive PORTFOLIO PERFORMANCE - VALUE OF $10,000

This chart shows the performance of the Aggressive model portfolio model portfolio since inception (3/31/02) compared to the S&P 500 (including dividends) as represented by the Vanguard 500 fund (VFINX) based on an initial investment of $10,000.

Chart
Aggressive
Conservative
S&P500

Aggressive PORTFOLIO QUICK FACTS

Average Expense Ratio 0.23%
Minimum Investment Reg/IRA $10K/$10K
Number of Holdings 14
% Stock Funds 59%
% Bond/Cash 34%
% Alt/Other 7%
Current % Risk of S&P 500 41%
Portfolio Standard Deviation 5.5
Average Holding Period 44 months
Average Stock Fund Turnover 15%
Portfolio Inception 03/31/2002
Last Trade 02/28/2020

Aggressive PORTFOLIO ALLOCATION

Broad Allocation
Categories

Aggressive PORTFOLIO VERSION HISTORY

The Aggressive Powerfund Portfolo has been around since early 2002, and in that time it's gone through lots of changes. You can see each version of this portfolio in the chart below. Click on the double arrows by the dates at the top of the chart to navigate.

3/28/2002 - 6/27/2002
% Name/Ticker Category Per. Ret.
20% Artisan International Small Ca (ARTJX) International Diversified 5.72%
10% Dreyfus Emerging Markets (DRFMX) Emerging Market 2.67%
10% Northeast Investors (NTHEX) High Yield Bond 2.48%
20% Bridgeway Ul-Sm Co Mkt (BRSIX) Small Cap Value 2.15%
10% American Century Global Natura (BGRIX) Alternative 1.37%
10% FMI Common Stock (FMIMX) Blend 0.29%
10% Fidelity New Markets Income (FNMIX) Foreign Bond 0.20%
10% Gabelli Global Telecom (GABTX) Telecom -8.87%
Period Portfolio Return: 1.37%
Period Portfolio vs. S&P: 14.73%
6/28/2002 - 2/27/2003
% Name/Ticker Category Per. Ret.
10% Fidelity New Markets Income (FNMIX) Foreign Bond 12.32%
10% Gabelli Global Telecom (GABTX) Telecom 4.42%
20% Bridgeway Ul-Sm Co Mkt (BRSIX) Small Cap Value -2.88%
10% Northeast Investors (NTHEX) High Yield Bond -3.67%
20% Artisan International Small Ca (ARTJX) International Diversified -7.11%
10% Dreyfus Emerging Markets (DRFMX) Emerging Market -9.01%
10% FMI Common Stock (FMIMX) Blend -9.82%
10% T.Rowe Price Japan (PRJPX) Japan -25.04%
Period Portfolio Return: -5.21%
Period Portfolio vs. S&P: 9.14%
2/28/2003 - 7/30/2003
% Name/Ticker Category Per. Ret.
20% Bridgeway Ul-Sm Co Mkt (BRSIX) Small Cap Value 33.25%
20% Artisan International Small Ca (ARTJX) International Diversified 26.45%
10% Gabelli Global Telecom (GABTX) Telecom 25.59%
10% SSgA Emerging Markets (SSEMX) Emerging Market 18.30%
10% FMI Common Stock (FMIMX) Blend 16.60%
10% Fidelity New Markets Income (FNMIX) Foreign Bond 14.02%
10% T.Rowe Price Japan (PRJPX) Japan 10.50%
10% Northeast Investors (NTHEX) High Yield Bond 5.98%
Period Portfolio Return: 20.90%
Period Portfolio vs. S&P: 2.74%
7/31/2003 - 2/26/2004
% Name/Ticker Category Per. Ret.
5% Bridgeway Ul-Sm Co Mkt (BRSIX) Small Cap Value 33.51%
20% Artisan International Small Ca (ARTJX) International Diversified 33.50%
10% SSgA Emerging Markets (SSEMX) Emerging Market 31.73%
10% T.Rowe Price Japan (PRJPX) Japan 31.42%
10% Gabelli Global Telecom (GABTX) Telecom 20.75%
5% Fidelity New Markets Income (FNMIX) Foreign Bond 13.18%
15% FMI Common Stock (FMIMX) Blend 11.92%
10% Northeast Investors (NTHEX) High Yield Bond 10.87%
15% Vanguard Short Investment Grad (VFSTX) Shorter Term Bond 2.06%
Period Portfolio Return: 20.26%
Period Portfolio vs. S&P: 3.56%
2/27/2004 - 10/28/2004
% Name/Ticker Category Per. Ret.
10% T.Rowe Price Japan (PRJPX) Japan 7.47%
15% FMI Common Stock (FMIMX) Blend 4.69%
10% Payden Global Short Bond (PYGSX) Global Bond 0.67%
15% Vanguard Short Investment Grad (VFSTX) Shorter Term Bond 0.66%
10% Artisan International Small Ca (ARTJX) International Diversified -1.04%
10% SSgA Emerging Markets (SSEMX) Emerging Market -1.24%
10% Gabelli Global Telecom (GABTX) Telecom -1.38%
5% Bridgeway Ul-Sm Co Mkt (BRSIX) Small Cap Value -3.84%
15% Bridgeway Blue-Chip 35 (BRLIX) Blend -4.53%
Period Portfolio Return: 0.56%
Period Portfolio vs. S&P: 1.07%
10/29/2004 - 4/28/2005
% Name/Ticker Category Per. Ret.
10% Artisan International Small Ca (ARTJX) International Diversified 18.27%
10% SSgA Emerging Markets (SSEMX) Emerging Market 17.15%
15% FMI Common Stock (FMIMX) Blend 7.72%
10% Gabelli Global Telecom (GABTX) Telecom 7.49%
10% T.Rowe Price Japan (PRJPX) Japan 7.10%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend 2.92%
10% Payden Global Short Bond (PYGSX) Global Bond 0.19%
15% Vanguard Short Investment Grad (VFSTX) Shorter Term Bond -0.38%
Period Portfolio Return: 6.67%
Period Portfolio vs. S&P: 4.65%
4/29/2005 - 2/27/2006
% Name/Ticker Category Per. Ret.
5% SSgA Emerging Markets (SSEMX) Emerging Market 55.52%
5% T.Rowe Price Japan (PRJPX) Japan 45.34%
5% Artisan International Small Ca (ARTJX) International Diversified 35.90%
15% FMI Common Stock (FMIMX) Blend 20.85%
5% Technology SPDR (XLK) Technology 15.14%
10% Health Care Select SPDR (XLV) Healthcare 7.57%
35% Bridgeway Blue-Chip 35 (BRLIX) Blend 7.49%
15% Vanguard Short Investment Grad (VFSTX) Shorter Term Bond 2.16%
5% Harbor Bond (HABDX) Investment Grade Bond 1.74%
Period Portfolio Return: 13.72%
Period Portfolio vs. S&P: 0.18%
2/28/2006 - 10/30/2006
% Name/Ticker Category Per. Ret.
5% Vanguard Telecom VIPER (VOX) Telecom 14.57%
35% Bridgeway Blue-Chip 35 (BRLIX) Blend 8.13%
5% Artisan International Small Ca (ARTJX) International Diversified 4.60%
10% Health Care Select SPDR (XLV) Healthcare 3.96%
15% Vanguard Short Investment Grad (VFSTX) Shorter Term Bond 3.20%
15% FMI Common Stock (FMIMX) Blend 3.15%
5% Harbor Bond (HABDX) Investment Grade Bond 2.35%
5% Technology SPDR (XLK) Technology 1.64%
5% T.Rowe Price Japan (PRJPX) Japan -4.42%
Period Portfolio Return: 5.09%
Period Portfolio vs. S&P: -3.69%
10/31/2006 - 6/28/2007
% Name/Ticker Category Per. Ret.
10% Janus Global Research (JARFX) Global 21.79%
5% Vanguard Telecom VIPER (VOX) Telecom 20.39%
5% Technology SPDR (XLK) Technology 12.73%
35% Bridgeway Blue-Chip 35 (BRLIX) Blend 9.03%
10% Health Care Select SPDR (XLV) Healthcare 7.69%
5% SPDR Biotech (XBI) Healthcare 6.43%
20% Vanguard Short Investment Grad (VFSTX) Shorter Term Bond 2.62%
5% Harbor Bond (HABDX) Investment Grade Bond 0.72%
5% T.Rowe Price Japan (PRJPX) Japan -1.62%
Period Portfolio Return: 8.83%
Period Portfolio vs. S&P: -1.76%
6/29/2007 - 12/28/2007
% Name/Ticker Category Per. Ret.
5% SPDR Biotech (XBI) Healthcare 19.20%
10% Janus Global Research (JARFX) Global 9.42%
15% Harbor Bond (HABDX) Investment Grade Bond 8.05%
20% Vanguard Intm Bd Idx (VBIIX) Investment Grade Bond 6.97%
10% Vanguard Growth ETF (VUG) Large Cap Growth 4.16%
5% Technology SPDR (XLK) Technology 2.70%
10% Health Care Select SPDR (XLV) Healthcare 1.09%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend 1.06%
5% AmCent Long-Short Eq Inv (ALHIX) Long/Short 0.18%
Period Portfolio Return: 5.73%
Period Portfolio vs. S&P: 6.45%
12/31/2007 - 6/27/2008
% Name/Ticker Category Per. Ret.
15% Harbor Bond (HABDX) Investment Grade Bond 2.84%
5% SPDR Biotech (XBI) Healthcare 1.02%
20% Vanguard Intm Bd Idx (VBIIX) Investment Grade Bond 1.01%
10% Janus Global Research (JARFX) Global -0.96%
10% Vanguard Growth ETF (VUG) Large Cap Growth -1.19%
5% Technology SPDR (XLK) Technology -4.85%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend -5.69%
5% Nakoma Absolute Return (NARFX) Long/Short -8.16%
10% Health Care Select SPDR (XLV) Healthcare -13.55%
Period Portfolio Return: -2.04%
Period Portfolio vs. S&P: 10.04%
6/30/2008 - 10/30/2008
% Name/Ticker Category Per. Ret.
5% DB Commodity Double Short ETN (DEE) Long/Short 70.81%
5% SPDR Biotech (XBI) Healthcare 5.54%
5% Nakoma Absolute Return (NARFX) Long/Short 0.01%
10% Vanguard Intm Bd Idx (VBIIX) Investment Grade Bond -2.58%
15% Harbor Bond (HABDX) Investment Grade Bond -3.56%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend -3.60%
10% Vanguard Growth ETF (VUG) Large Cap Growth -12.00%
10% Health Care Select SPDR (XLV) Healthcare -12.67%
10% Technology SPDR (XLK) Technology -12.72%
10% Janus Global Research (JARFX) Global -19.65%
Period Portfolio Return: -2.77%
Period Portfolio vs. S&P: 22.13%
10/31/2008 - 2/26/2009
% Name/Ticker Category Per. Ret.
5% DB Commodity Double Short ETN (DEE) Long/Short 69.82%
5% Western Asset Managed High Inc (MHY) High Yield Bond 15.36%
5% Harbor Bond (HABDX) Investment Grade Bond 4.60%
5% Nakoma Absolute Return (NARFX) Long/Short -0.32%
5% SPDR Biotech (XBI) Healthcare -1.34%
5% Vanguard Pacific Stock ETF (VPL) Asia -7.41%
10% Vanguard Telecom Serv ETF (VOX) Telecom -7.49%
10% Health Care Select SPDR (XLV) Healthcare -9.46%
10% Janus Global Research (JARFX) Global -9.53%
10% Technology SPDR (XLK) Technology -11.37%
10% Vanguard Growth ETF (VUG) Large Cap Growth -12.04%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend -16.12%
Period Portfolio Return: -3.66%
Period Portfolio vs. S&P: 17.72%
2/27/2009 - 6/29/2009
% Name/Ticker Category Per. Ret.
5% Financial Select Sector SPDR (XLF) Financial Services 62.46%
10% Janus Global Research (JARFX) Global 36.52%
10% Vanguard Pacific Stock ETF (VPL) Asia 33.96%
10% Technology SPDR (XLK) Technology 25.60%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend 25.45%
10% Vanguard Growth ETF (VUG) Large Cap Growth 24.11%
10% Vanguard Telecom Serv ETF (VOX) Telecom 23.70%
10% Health Care Select SPDR (XLV) Healthcare 16.72%
5% Harbor Bond (HABDX) Investment Grade Bond 8.27%
5% SPDR Biotech (XBI) Healthcare 1.77%
5% Nakoma Absolute Return (NARFX) Long/Short -2.91%
Period Portfolio Return: 23.44%
Period Portfolio vs. S&P: -3.76%
6/30/2009 - 5/27/2010
% Name/Ticker Category Per. Ret.
10% Vanguard Growth ETF (VUG) Large Cap Growth 31.21%
10% Technology SPDR (XLK) Technology 29.75%
10% Janus Global Research (JARFX) Global 29.59%
20% Bridgeway Blue-Chip 35 (BRLIX) Blend 27.65%
10% Vanguard Pacific Stock ETF (VPL) Asia 19.95%
5% SPDR Biotech (XBI) Healthcare 19.14%
10% Vanguard Telecom Serv ETF (VOX) Telecom 12.74%
10% Health Care Select SPDR (XLV) Healthcare 11.74%
10% Harbor Bond (HABDX) Investment Grade Bond 10.24%
5% Nakoma Absolute Return (NARFX) Long/Short -10.41%
Period Portfolio Return: 21.56%
Period Portfolio vs. S&P: -0.61%
5/28/2010 - 6/29/2010
% Name/Ticker Category Per. Ret.
20% PIA Short-Term Securities (PIASX) Mortgage Bond 0%
10% Vanguard Pacific Stock ETF (VPL) Asia 0%
10% Vanguard Growth ETF (VUG) Large Cap Growth 0%
10% Janus Global Research (JARFX) Global 0%
5% SPDR Biotech (XBI) Healthcare 0%
10% Harbor Bond (HABDX) Investment Grade Bond 0%
10% Technology SPDR (XLK) Technology 0%
5% Amer Centry Utility Income (BULIX) Utilities -0.49%
10% Vanguard Telecom Serv ETF (VOX) Telecom -0.81%
10% Health Care Select SPDR (XLV) Healthcare -1.00%
Period Portfolio Return: 111.27%
Period Portfolio vs. S&P: -144.56%
6/30/2010 - 9/16/2011
% Name/Ticker Category Per. Ret.
7% Janus Triton T (JATTX) Small Cap Growth 28.57%
6% American Century Utility Income (BULIX) Utilities 27.38%
6% Vanguard Telecom Services ETF (VOX) Telecom 23.53%
6% Satuit Capital Micro Cap (SATMX) Alternative 19.75%
6% Health Care Select SPDR (XLV) Healthcare 19.38%
6% Royce Financial Services Fund (RYFSX) Financial Services 18.15%
15% Doubleline Total Return Bond (DLTNX) Mortgage Bond 17.00%
8% Scout International Discovery (UMBDX) International Diversified 16.96%
8% PRIMECAP Odyssey Growth (POGRX) Large Cap Growth 15.99%
10% Parnassus Equity Income (PRBLX) Blend 14.63%
20% Metropolitan West Total Return (MWTRX) Investment Grade Bond 8.02%
2% PowerShares DB Commodity Dble (DEE) Long/Short -46.89%
Period Portfolio Return: 15.81%
Period Portfolio vs. S&P: -4.90%
9/19/2011 - 6/27/2013
% Name/Ticker Category Per. Ret.
6% Health Care Select SPDR (XLV) Healthcare 52.01%
8% PRIMECAP Odyssey Growth (POGRX) Large Cap Growth 45.73%
8% Royce Financial Services Fund (RYFSX) Financial Services 44.35%
10% Vanguard Value ETF (VTV) Large Cap Value 43.68%
3% Satuit Capital Micro Cap (SATMX) Alternative 37.72%
6% Vanguard Telecom Services ETF (VOX) Telecom 33.81%
6% American Century Utility Income (BULIX) Utilities 24.81%
12% Vanguard Europe Pacific ETF (VEA) International Diversified 22.06%
8% Scout International Discovery (UMBDX) International Diversified 14.00%
10% Metropolitan West Total Return (MWTRX) Investment Grade Bond 10.52%
15% Doubleline Total Return Bond (DLTNX) Mortgage Bond 8.75%
5% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 4.43%
3% PowerShares DB Crude Oil Dble Short (DTO) Long/Short -37.55%
Period Portfolio Return: 24.66%
Period Portfolio vs. S&P: -14.35%
6/28/2013 - 8/14/2013
% Name/Ticker Category Per. Ret.
12% Vanguard Europe Pacific ETF (VEA) International Diversified 9.87%
8% Royce Financial Services Fund (RYFSX) Financial Services 6.90%
6% Health Care Select SPDR (XLV) Healthcare 6.52%
8% PRIMECAP Odyssey Growth (POGRX) Large Cap Growth 6.21%
10% Vanguard Value ETF (VTV) Large Cap Value 5.79%
6% Vanguard Telecom Services ETF (VOX) Telecom 2.94%
3% Satuit Capital Micro Cap (SATMX) Alternative 2.38%
6% American Century Utility Income (BULIX) Utilities 1.95%
10% Metropolitan West Total Return (MWTRX) Investment Grade Bond 0.38%
15% Doubleline Total Return Bond (DLTNX) Mortgage Bond 0.04%
5% Vanguard Long-Term Bond Index ETF (BLV) Government Bond -2.21%
3% PowerShares DB Crude Oil Dble Short (DTO) Long/Short -21.60%
Period Portfolio Return: 3.51%
Period Portfolio vs. S&P: -1.68%
8/15/2013 - 3/12/2015
% Name/Ticker Category Per. Ret.
4% PowerShares DB Crude Oil Dble Short (DTO) Long/Short 233.05%
10% Vanguard MegaCap Growth (MGK) Large Cap Growth 35.06%
10% PRIMECAP Odyssey Growth (POGRX) Large Cap Growth 29.29%
5% Gold Short (DZZ) Precious Metals 24.60%
25% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 23.81%
5% American Century Utility Income (BULIX) Utilities 16.06%
7% Vanguard Telecom Services ETF (VOX) Telecom 14.72%
3% Satuit Capital Micro Cap (SATMX) Alternative 13.69%
6% Vanguard Europe Pacific ETF (VEA) International Diversified 7.98%
10% DoubleLine Floating Rate N (DLFRX) Shorter Term Bond 4.50%
10% iShares MSCI BRIC Index (BKF) Emerging Market 1.74%
5% Wasatch Frontier Emerg Sm Count (WAFMX) Emerging Market 1.51%
Period Portfolio Return: 24.96%
Period Portfolio vs. S&P: -3.19%
3/13/2015 - 1/06/2016
% Name/Ticker Category Per. Ret.
4% PowerShares DB Crude Oil Dble Short (DTO) Long/Short 66.98%
5% Gold Short (DZZ) Long/Short 8.33%
7% Vanguard Telecom Services ETF (VOX) Telecom 0.54%
15% SPDR Barclays Intl. Treasury (BWX) Foreign Bond -0.21%
10% PRIMECAP Odyssey Growth (POGRX) Large Cap Growth -0.23%
10% Vanguard MegaCap Growth (MGK) Large Cap Growth -1.26%
25% Vanguard Long-Term Bond Index ETF (BLV) Government Bond -3.50%
6% Vanguard Europe Pacific ETF (VEA) International Diversified -7.14%
5% Wasatch Frontier Emerg Sm Count (WAFMX) Emerging Market -9.58%
3% Satuit Capital Micro Cap (SATMX) Alternative -15.75%
10% iShares MSCI BRIC Index (BKF) Emerging Market -16.83%
Period Portfolio Return: -0.93%
Period Portfolio vs. S&P: 0.58%
1/07/2016 - 2/27/2020
% Name/Ticker Category Per. Ret.
7% Vanguard Utilities (VPU) Utilities 71.32%
8% iShares MSCI BRIC Index (BKF) Emerging Market 70.09%
16% Vanguard Value (VTV) Large Cap Value 52.45%
20% Vanguard Long-Term Bond Index ETF (BLV) Government Bond 42.91%
5% Vanguard Europe Pacific ETF (VEA) International Diversified 28.77%
6% iShares MSCI Italy Capped (EWI) Europe 21.24%
3% Vanguard Telecom Services ETF (VOX) Telecom 20.56%
20% SPDR Barclays Intl. Treasury (BWX) Foreign Bond 13.62%
6% Gold Short (DZZ) Long/Short -44.88%
3% Proshares Ultrashort NASDAQ Biotech (BIS) Long/Short -55.90%
3% PowerShares DB Crude Oil Dble Short (DTO) Long/Short -63.04%
3% Proshares Ultrashort Russel2000 (TWM) Long/Short -64.82%
Period Portfolio Return: 26.14%
Period Portfolio vs. S&P: -39.76%
2/28/2020 - 4/02/2020
% Name/Ticker Category Per. Ret.
2% PROSHARES ULTRAPRO 3X SHORT OIL (OILD) Long/Short 111.45%
2% PROSHARES ULTRAPRO SHORT QQQ (SQQQ) Long/Short 13.93%
6% VANGUARD LONG-TERM BOND (BLV) Government Bond 5.20%
10% SPDR BLOMBERG INTL TR BOND (BWX) Foreign Bond 3.30%
6% VANGUARD SHORT-TERM CORP. BOND (VCSH) Shorter Term Bond -0.45%
6% FRANKLIN FTSE CHINA (FLCH) Asia -3.21%
12% ISHARES JP MORGAN EM BOND (LEMB) Foreign Bond -4.68%
16% VANGUARD VALUE (VTV) Large Cap Value -7.38%
6% FRANKLIN FTSE GERMANY (FLGR) Europe -8.19%
8% ISHARES MSCI BRIC (BKF) Emerging Market -8.44%
5% VANGUARD FTSE DEVELOPED MARKETS (VEA) International Diversified -8.97%
10% VANGUARD SMALL-CAP ETF (VBR) Small Cap Value -11.57%
3% DIREXION GOLD MINERS BEAR 3X (JDST) Long/Short -13.35%
8% VANGUARD ENERGY (VDE) Natural Resources -26.37%
Period Portfolio Return: -15.46%
Period Portfolio vs. S&P: -1.16%
4/03/2020 - Present

% Name/Ticker Category Per. Ret.
6% VanEck Vectors Pharmaceutical (PPH) Healthcare 17.14%
2% PROSHARES ULTRAPRO SHORT QQQ (SQQQ) Long/Short -71.2%
6% FRANKLIN FTSE CHINA (FLCH) Asia 33.95%
14% Schwab US TIPS (SCHP) Government Bond 2.34%
2% DIREXION GOLD MINERS BEAR 3X (JDST) Long/Short -75.82%
14% Vanguard Value ETF (VTV) Large Cap Value 17.25%
8% VANGUARD SMALL-CAP ETF (VBR) Small Cap Value 29.8%
6% iShares MSCI BRIC Index (BKF) Emerging Market 33.93%
15% VANGUARD ST INFLATION PROTECTED (VTIP) Government Bond 1.64%
8% iSHARES JP MORGAN EM BOND (LEMB) Foreign Bond 15.05%
8% VANGUARD ENERGY (VDE) Natural Resources 22.93%
6% FRANKLIN FTSE GERMANY (FLGR) International Diversified 37.06%
5% VANGUARD FTSE DEVELOPED MARKETS (VEA) International Diversified 25.21%
Period Portfolio Return: 13.86%
Period Portfolio vs. S&P: -14.77%