Powerfund Portfolios Performance Review

Powerfund Portfolios Commentary

April 2002 performance review

May 15, 2002
Category: 
Powerfund Portfolios

The portfolio as a whole has been essentially flat, up just .022%. Stocks were weak this month, but this portfolio has a mere 25% stock position, and that in safer value type stocks. One large move was a - 4.49% pullback for the Strong Dividend Income fund. Since the fund is only 10% of assets, this didn't destroy the portfolios return.  ...read the rest of this article»

March 2002 Performance Review

April 15, 2002
Category: 
Powerfund Portfolios

The Conservative portfolio reflects the areas of the world financial markets in which we feel an investor can safely earn a yield with some opportunity for appreciation. We are weighting toward out-of-favor areas like foreign and high-yield bonds, and passing on areas that are traditionally a larger part of a low-risk portfolio (like longer-term US government bonds). We feel those areas have run up to the point where the future potential is weak. ...read the rest of this article»

Syndicate content