The ones in blue are the ones in my current portfolio. I have added international funds to my portfolio. I would have liked to keep my international funds limited to just Europe. However, we do not have access to a "Brokerage Window" So I am limited to what our 401k offers. On the bright side all of our international fund choices have increased their exposure to Europe.
One thing missing from this table is Price/Book which was also considered while considering allocations of my investment mix.
|Ticker||3 yr Beta||Treynor Ratio||Sharpe Ratio||Price||Yield|
All data from finance.yahoo.com/ on 1/21/2014 or from Vanguard.com on 1/21/2014
12/23 Update coming soon: I am doing some forecasts for 2014, should be done in a few days.
These are the choices I narrowed down for myself based on their categories (i.e. small cap/large cap value/growth). Then I did a quick and dirty spread sheet to analyze two important ratios that measure a portfolios returns. These are the Treynor and Sharpe Ratios. I also wanted to analyze the risk involved with the funds, so I added in the 3 and 5 year betas to evaluate my risk/reward. I also included the year to date percentage increases.
|American Beacon Small Cp Val Inst||AVFIX|
|T. Rowe Price Instl Large Cap Growth||TRLGX|
|Vanguard Explorer Fund Admiral||VEXRX|
|Vanguard FTSE Social Index Inst||VFTNX|
|Vanguard Inst Index Fund Inst||VINIX|
|Vanguard Windsor II Fund Adm||VWNAX|
|International Stock Funds|
|AllianzGI NFJ International Value Instl||ANJIX|
|Invesco International Growth R6||IGFRX|
|Vanguard Tot Intl Stock Ix Inst||VTSNX|
|ticker||3 yr beta||5 yr beta||Treynor Ratio||Sharpe Ratio||Ytd %|
All data from finance.yahoo.com/ on 5/27/13
Disclaimer: You should not treat any opinion expressed by Jay as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Jay's opinions are based upon information he considers reliable. Past performance is not indicative of future results.