Practical Advanced Portfolios
The following portfolios can be used by expert and advanced investors to substitute their stock/equity portion or just US stocks portfolio.
Advanced US Stock Portfolios
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Composite Momentum Scoring Factor ETFs | 3.30% | 25.14% | 23.66% | 13.60% | 15.38% | 14.18% | NA | … | … |
| P Composite Momentum Scoring Fidelity Select Funds | 3.24% | 45.73% | 30.56% | 22.16% | 20.73% | 16.56% | 16.32% | … | … |
| P Composite Momentum Market VFINX | -4.64% | 18.40% | 18.40% | 12.05% | 13.26% | 12.64% | 12.79% | … | … |
| P Composite Momentum Scoring Style ETFs | -0.53% | 24.64% | 17.34% | 7.53% | 12.14% | 11.07% | 11.92% | … | … |
| SPY (SPDR S&P 500 ETF Trust) | -4.37% | 17.59% | 18.19% | 11.93% | 14.05% | 13.18% | 10.41% | … | … |
Data as of 03/31/2026, Common starting date is 01/01/2008
Global Asset Allocation Portfolios
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Composite Momentum Scoring Global Risk Assets | 0.70% | 21.96% | 14.49% | 7.57% | 10.37% | 10.06% | 12.32% | … | … |
| MDLOX (BlackRock Gbl Alloc A) | -2.33% | 16.73% | 11.23% | 4.64% | 7.02% | 5.76% | 6.06% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/1996
Interesting Advanced Portfolios
The following are the advanced strategies and their model portfolios. These portfolios can be used as references for advanced and experienced investors.
Asset Allocation Strategies
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Relative Strength Trend Following Six Assets | 4.82% | 34.56% | 18.62% | 12.21% | 10.23% | 8.44% | 8.75% | … | … |
| P GS Global Tactical Include Emerging Market Diversified Bonds | 0.08% | 18.24% | 8.70% | 4.39% | 6.40% | 6.43% | 8.44% | … | … |
| MDLOX (BlackRock Gbl Alloc A) | -2.33% | 16.73% | 11.23% | 4.64% | 7.02% | 5.76% | 6.06% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/1997
Equity/Stock Strategies
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Momentum Scoring Style ETFs and Treasuries | -0.53% | 14.22% | 12.39% | 3.34% | 8.85% | 7.72% | 7.94% | … | … |
| STS Seasonal Timing Using VFINX Total Return Bond Fund As Cash | 0.47% | 2.11% | 2.56% | 1.89% | 1.27% | 0.86% | 0.94% | … | … |
| P SMA 200d VFINX Total Return Bond As Cash Monthly | -4.64% | 11.34% | 13.12% | 7.20% | 8.61% | 9.01% | 9.60% | … | … |
| SPY (SPDR S&P 500 ETF Trust) | -4.37% | 17.59% | 18.19% | 11.93% | 14.05% | 13.18% | 10.41% | … | … |
Data as of 03/31/2026, Common starting date is 01/02/2001
Fixed Income/Bond Strategies
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly | -1.43% | 4.67% | 5.88% | 2.75% | 4.33% | 4.78% | 6.52% | … | … |
| VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | 0.03% | 4.22% | 3.51% | 0.24% | 1.57% | 2.19% | 3.11% | … | … |
| P High Yield Bond Alpha VWEHX | -0.48% | 4.01% | 5.68% | 3.24% | 4.26% | 4.61% | 6.80% | … | … |
| VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) | -0.61% | 7.06% | 7.75% | 4.04% | 5.31% | 5.37% | 5.70% | … | … |
Data as of 03/31/2026, Common starting date is 12/31/2000
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