Thursday, April 7, 2011
WS Managed FOLIO's 1st Qtr 2011 Performance
12 of 15 WS Managed FOLIO's did better than their benchmarks this quarter.
Energy Resources 13.0%
Food Production 7.9%
REIT's & Resources 7.3%
Dividend Income 6.7%
Rising Rates 6.5%
Aggressive Growth 6.2%
SSG Eurozone 6.0%
S&P500 Index Benchmark 5.4%
Pipeline MLP's 5.1%
Moderate Core 3.5%
MSCI World Index Benchmark 3.2%
70%Eq/30%Inc Benchmark 3.1%
S&P500 Utility Index Benchmark 2.7%
Preferred Utility Income 1.9%
Hedged Income 1.9%
Classic Defensive 1.5%
International Opportunity - 0.3%
National Muni - 0.3%
10 Yr Treasury Index Benchmark -0.6%
Japan Stocks -1.6%
Be sure to contact Wayne Strout at WS Wealth Managers Inc. for more information and a detailed explanation of methodology for calculating performance. Past performance does not predict future performance or ranking and should be just one of many sources of information evaluated. WS Wealth Managers Inc. does not sell performance but rather a disciplined, risk managed investment management process.
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