Tag Archives: rebalancing

ETF             %INV         PRICE        AMOUNT SPY              1.48%       154.78        $  1,098 GLD            49.26%       152.69        $36,465 TLT             49.26%       115.96        $36,465 High   $80,288   9/27/12    Current  $74,028  +146.8%  +10.7% Compounded Annually Since $30,000 Start On 11/18/2004                            YrToDateReturn  -4.3%

ETF             %INV         PRICE        AMOUNT SPY              1.68%       154.50        $  1,252 GLD            49.16%       153.23        $36,592 TLT             49.16%       116.86        $36,592 High   $80,288   9/27/12    Current  $74,436  +148.1%  +10.8% Compounded Annually Since $30,000 Start On 11/18/2004                            YrToDateReturn  -3.7%

ETF             %INV         PRICE        AMOUNT SPY              3.34%       152.11        $  2,494 GLD            48.33%       152.44        $36,173 TLT             48.33%       118.90        $36,173 High   $80,288   9/27/12    Current  $74,840  +149.5%  +10.9% Compounded Annually Since $30,000 Start On 11/18/2004                            YrToDateReturn  -3.2%

ETF             %INV         PRICE        AMOUNT SPY              3.58%       151.61        $  2,683 GLD            48.21%       153.00        $36,081 TLT             48.21%       118.51        $36,081 High   $80,288   9/27/12    Current  $74,845  +149.5%  +10.9% Compounded Annually Since $30,000 Start On 11/18/2004                            YrToDateReturn  -3.2%

ETF             %INV         PRICE        AMOUNT SPY              3.50%       151.91        $  2,623 GLD            48.25%       154.57        $36,264 TLT             48.25%       118.29        $36,264 High   $80,288   9/27/12    Current  $75,151  +150.5%  +10.9% Compounded Annually Since $30,000 Start On 11/18/2004                            YrToDateReturn  -2.8%