New World Order Portfolio Analyses: Great Returns in March; Replacement Equities

Posted on May 2nd, 2009 by admin in How to Invest

As we all know by know, the stock market hit a low on 9 MAR 09, and has rocketed up since then. The NWO Portfolio thus shows huge gains (since it’s a 45 day trailing measurement), with relatively similar volatility and correlations as last month.

The securities in the NWO collection  for the April measurement are here:

NWO Collection, 45 days Ending 30 APR 09

NWO Collection, 45 days Ending 30 APR 09

Note that the Jim Cramer five stock collection has done well (10% annualized ROI), as he predicted it would after a recovery, but much worse than the overall collection, which got an ROI of 20%/YR . NWO also measured STD=14% and PDX=8%.  NWO is a low volatility and highly correlated collection.

I decided to look at another collection to include more equities and fewer fixed income plays. Take a look at NWO2:

NWO2 45 days ending 30 APR 09; More equities considered

NWO2 45 days ending 30 APR 09; More equities considered

This NWO2 collection has several ETFs added that were stellar performers during the March/April rallies. The overall NWO2 got ROI=53%, STD=26% and PDX=11%. This NWO2 performed much better than NWO with similar volatility and high correlations.

The equity ETFs within NWO2 are worth considering for possible investment in the recovering economy.

Leave a Reply

More News