Current Portfolio Stats

9 Securities

Performance:
QTD: -0.33% vs S&P (-3.08%), DOW (-2.20%), NAZ (-2.35%)
YTD: -1.28% vs S&P (-14.63%), DOW (-16.32), NAZ (-15.58%)

Returns vs S&P 500:
Last Week: 2.06%
Last Month: 6.02%
Last 3 Months: 9.08%
Last 6 Months: 11.26%
Annualized: 24.15%

Allocation:
Cash & Treasuries: 55.94%
Consumer Staples: 29.86%
Energy: 7.87%
IT: 3.31%
Consumer Discretionary: 3.02%

Alpha/Beta vs S&P 500:
Alpha: 8.73%
Beta: 0.32
R-Squared: 0.48

Turnover:
Last Month: 10.55%
Last 3 Months: 12.51%
Last 6 Months: 37.32%