The Custom Portfolio for Savvy Long-term Investors from Focus 580
The Custom Portfolio for savvy long-term investors, as discussed monthly with updated returns
Updated Friday November 20, 2009
| Percent of Portfolio | Name of Fund | Year-to-date Return |
|---|---|---|
| 16.5 percent | S & P 500 | .0394 |
| 16.5 percent | U.S. Large Value | .0294 |
| 10 percent | U.S. Small Cap | .0279 |
| 10 percent | U.S. Small Cap Value | .0232 |
| 10 percent | U.S. Mid Cap | .0324 |
| 7 percent | U.S. REIT | .0143 |
| 25 percent | Total International Index | .0894 |
| 5 percent | Emerging Market Index | .0363 |
Return year-to-date for Total Portfolio, November 19, 2009 29.22%
(S & P 500 return year-todate: 23.90 %)
