Week 278 - Living from one month to the next on Social Security
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Companies Ranked by Finance Value (Col E)TickerReward = Total Return/Yr Since S&P 500 nadir on 1/30/90Risk = Total Return/Yr During Housing Crisis (4/07-10/11)FV5-Yr Total Return/YrDiv Yield5-Yr BetaP/E25-Yr Trendline Px CAGRCurrent Px TrendEst Loss From Trendline @ -2SD
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Goldbullion4.2%22.6%26.8%-5.9%0.0%0.41NA
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iShares 7-10 Year Treasury Bond ETFIEF5.4%9.3%14.7%3.1%1.7%0NA
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10-Yr US Treasury NoteT-note5.2%7.3%12.5%3.5%1.9%0NA
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Vanguard Short-Term Investment-Grade FundVFSTX5.2%4.3%9.5%2.3%2.0%0.37NA
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Averagen = 45.0%10.9%15.9%0.8%1.4%0.2NA
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BENCHMARKS
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SouthernSO12.7%8.2%20.7%8.0%4.4%0.082011.6%down 1SD25%
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Vanguard Wellesley Income FundVWINX8.7%4.9%13.6%7.6%2.8%0.5418
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Berkshire HathawayBRK-A13.3%-0.3%13.0%13.1%0.0%0.78149.2%on trendline 48%
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Vanguard Total Bond Market Index FundVBMFX6.2%6.6%12.8%2.6%2.3%0NA5.4%down 2SD10%
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Vanguard Balanced Index FundVBINX7.9%1.5%9.4%9.0%1.9%0.9225
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Vanguard 500 Index FundVFINX9.4%-3.0%6.4%13.4%1.9%1255.9%on trendline39%
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Averagen = 69.7%3.0%12.7%9.0%2.2%0.55208.0%down 1SD31%
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Standard Indices (Px only)
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S&P 400 MidCap^MID10.6%-1.9%8.7%11.1%9.5%down 1SD29%
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PHLX Gold/Silver Sector^XAU-1.6%6.5%4.9%-15.9%-0.2%down 1SD54%
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S&P 500^GSPC7.2%-5.0%2.2%11.2%5.9%on trendline 39%
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Consumer Price Indexcpi2.3%1.3%
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Updated 10/29/2016
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