FINVIZ Daily AGG3 AGG6 Portfolio Daily Data (Public Test)
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****NOTE: THIS SHEET IS NO LONGER WORKING. I'M WORKING ON MIGRATING IT TO THE LATEST VERSION OF SHEETS. THANK YOU GOOGLE :( LINK TO NEW VERSION WILL BE IN BLOG POST
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LINK TO NEW VERSION OF SHEET
https://docs.google.com/spreadsheets/d/1Cr7wvFrtRhtAlhuBIMWG5_aLnf-fp0EirP_5Q9cYRRI/edit#gid=0
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Portfolio Data is updated daily from FINVIZ.COM. Data is valid on a daily basis.
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Note: Return data from FINVIZ is update once a day, 1 to 2 hours after the close of trading. Current Price and 200SMA % is updated in real time, with approx a 15 minute delay to the market
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Return data courtesy of Finviz
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GTAA13 AGG3 AGG6 Asset Classes
Real time updates
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EquityETFMonthly (4wk) % ReturnsQuarterly % ReturnsHalf Year % Returns1 Year % ReturnsYTD Return %Current PriceAbv/Bel 200 SMA%Today's CHG %Avg 1/3/6/12 monthRankCash FilterIVY13 AllocationsWeighted YTD ReturnsFor Reference:
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GoldIAU#REF!#REF!#REF!Cash10.00%0GTAA13 Buy and Hold Allocations
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US Real EstateVNQ0.217.399.76-1.77-1.1982.554.120.683.90#REF!Invested20.00%-0.238Asset Class (Subgroup)AllocationSymbolDescriptionFees
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US Long Term TreasuriesVGLT-1.62.40.97-4.66-5.2874.25-0.690.49-0.72#REF!Cash5.00%-0.264US Large Cap Value5.00%VTVVanguard Value ETF0.09%
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International GovtIGOV-2.54-2.56-5.87-2.98-3.9147.97-3.970.00-3.49#REF!Cash5.00%-0.1955US Large Cap Momentum5.00%MTUMiShares MSCI USA Momentum Factor0.15%
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US Intermediate CorpVCIT0.271.3-1.09-4.36-3.8484.11-1.120.10-0.97#REF!Cash5.00%-0.192US Small Cap Value5.00%VBRVanguard Small Cap Value ETF0.09%
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US Intermediate GovtVGIT-0.051.03-0.38-3.77-2.1762.66-0.490.17-0.79#REF!Cash5.00%-0.1085US Small Cap Momentum5.00%VBKVanguard Small Cap Growth ETF0.09%
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US Large Cap MomMTUM0.63.357.422.7910.65112.624.08-1.308.54#REF!Invested5.00%0.5325Foreign Developed10.00%VEAVanguard FTSE Developed Markets ETF0.09%
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US Large Cap ValueVTV2.183.543.6911.222.4108.22.31-0.625.16#REF!Invested5.00%0.12Foreign Emerging10.00%VWOVanguard FTSE Emerging Markets ETF0.15%
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US Small Cap ValueVBR1.624.719.4514.995.54138.813.87-0.957.69#REF!Invested5.00%0.277US 10 Year Government Bonds5.00%VGITVanguard Interm-Tm Govt Bd Idx ETF0.12%
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CommoditiesGSG0.95-5.366.4719.974.0516.56-1.04-2.245.51#REF!Cash10.00%0.405Foreign 10 Year Government Bonds5.00%IGOViShares International Treasury Bond0.35%
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Emerging MarketsVWO-1.48-7.58-10.08-1.99-8.6740.71-10.66-2.91-5.28#REF!Cash10.00%-0.867US Corporate Bonds5.00%VCITVanguard Interm-Tm Corp Bd Idx ETF0.12%
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US Small Cap GrowthVBK0.696.3315.1125.4113.27180.167.23-1.1111.89#REF!Invested5.00%0.6635US 30 Year Government Bonds5.00%VGLTVanguard Long-Term Govt Bd Idx ETF0.12%
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International EquitiesVEA-1.85-6.08-3.650.86-5.3541.86-6.08-1.41-2.68#REF!Cash10.00%-0.535Commodities10.00%GSGiShares S&P GSCI CommodityTrust0.75%
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-0.402IVY B&H13 YTD RetGold10.00%IAUiShares Gold Trust0.25%
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CASHSHY00.14-0.41-1.61-0.7483.26-0.310.04-0.47Real Estate Investment Trusts20.00%VNQVanguard REIT Index ETF0.10%
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eem-1.99-8.05-10.04-1.43-9.341.53-11.2-2.82100%0.19%
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Legend:
Updated daily, 1-2 hours after market close
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Updated in real-time during the trading day, with 15 minute delay to market
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2016 Performance
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JanFebMarAprMayJuneYTDAugSepOctNovDecYTD
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AGG3-2.22.450.990.77-2.055.685.55
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AGG6-0.781.232.880.81-0.613.487.14
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SPY-4.98-0.056.720.371.700.353.82
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GAA-2.210.8950.67-0.421.815.73
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IVY B&H13-2.551.035.61.95-0.223.609.56
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60/40 (VBINX)-2.810.284.590.280.231.453.94
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10.9781.0019611.0118804141.0196718930.99876861931.0554986770.055498676855.549867685
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10.99221.004404061.0333308971.0417008771.0353465021.071376560.071376560117.137656011
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10.95020.94972491.0135464131.0172965351.0345905761.0382116430.038211643123.821164312
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10.97790.986603311.0359334761.042874231.0384941581.0572909020.057290902285.729090228
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10.97450.984537351.0396714421.0599450351.0576131561.0956872290.095687229249.568722924
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10.97190.974621321.0193564391.0222106371.0245617211.0394178660.039417866043.941786604
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