Your Personal Portfolio

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 Date this Page Was Last Updated: 07/25/10

In this section we'll review PIRRSNL select funds and funds that are owned by Your Personal Portfolio subscribers. The Fund DataBase, in spreadsheet form, compares   funds' performance to the average performance of the funds in their respective categories (i.e. Growth, Aggressive Growth, Growth & Income, etc.) for 1 year, 3 year, 5 year, and 10 year time periods.

PIRRSNL also recommends that its subscribers consider no-load or low load funds rather than load funds. There are so many funds out there, there is no reason an investor needs to pay a load in order to get great performance. However, some load funds are leaders in their investment category and are included in the PIRRSNL fund data base.

PIRRSNL Select Fund Data base  Up 1.2% so far  in 2010.

Select Bond Funds  Up 4.8% and Owned Funds are Up .9%

The average US Fund is up 1%.

For 2009 Select funds were up 34% and  performed better than the average US fund which was up 32%.

For 2008 Select funds were down 40.9% and  performed on a par with the average US fund which was down 40%.

For 2007 Select funds were up 7.7% and  performed better than the average US fund which was up 6.6%.

For 2006 Select funds were up 14.9% and  performed better than the average US fund which was up 12.9%.

For 2005 Select funds were up 7.9% and  performed better than the average US fund which was up 7.2%.

For 2004 Select funds were up 11.3% and  performed better than the average US fund which was up 11%.

        For 2003 Select funds were up 34.7% and  performed better than the average US fund which was up 33.8%.

 

    This data base is in spreadsheet format. It includes well known funds, funds owned by Your Personal Portfolio Subscribers and no/low load funds recommended by PIRRSNL (select). The Select Fund list was up over 34% in 1999, 3.5% in 2000, down 10% in 2001 and down 18% in 2002. Each year however, Select funds have performed  much better than S&P 500.

Analysis of Fund Performance

Describes PIRRSNL fund selection/recommendation process. 

Fund date

Fund prices are current as of 23 July 2010.