In our post of October 29th 2008, 14 months ago, we pointed to S&P 1132 as a potential macro objective. Today we reached that area. Our portfolios did not wait for this level as I let the disappointing Obama program turn me into a bear a long time ago, but those things happen.
As of the end of the year our Marketocracy portfolio’s have shown the following performance at various benchmarks in percent.
Since June 02, 6 YRs, 5 Yrs, 4 Yrs, 3 Yrs, 2 Yrs, 1 Yr
S&P 500 + 4.5 + 0.3 – 8.0 – 10.7 -21.4 -24.0 + 23.5
Eureka Conservative +112.2 + 74.7 + 53.7 + 34.8 +27.5 +33.1 – 2.1
Eureka Aggressive +112.4 + 74.8+ 53.8 + 34.9 + 27.6 + 33.3 – 15.8
EMA ETF Fund NA NA NA NA NA NA – 19.7
The Aggressive Portfolio took a real dive in the last half of the year as it was up 40 % for the year to date on July 8 and ended down 16 % at the end of the year. Ironically because of the steep drop in the Aggressive portfolio, the long-term track records (Aggressive and Conservative from 2002) are almost identical at the end of the year.
In the next 10 days we will provide our high/low Projections for 2010 on various markets and review our 2009 Projections that were made on March 9th 2009. At the moment the S&P is the only one completed and we are looking at a 1149 high and a 919 low Projection for 2010.
12:35 PM CDT
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