10 of 15 WS Managed FOLIO's did better than their benchmarks this quarter.
The worst performers were the best performers last quarter-Agressive Growth, Energy, Food, and Resources.
National Muni 4.64%
Classic Defensive 3.95%
10 Yr Treasury Index Benchmark 3.67%
Japan Stocks 2.95%
Moderate Core 2.84%
Dividend Income 2.51%
Preferred Utility Income 2.46%
Rising Rates 1.63%
Hedged Income 1.48%
Pipeline MLP's 1.22%
2 Yr Treasury Index Benchmark 0.98%
SSG Eurozone 0.94%
International Opportunity 0.94%
70%Eq/30%Inc Benchmark 0.70%
MSCI World Index Benchmark -0.28%
S&P500 Index Benchmark -0.39%
REIT's & Resources -0.72%
Food Production -3.32%
Energy Resources -6.58%
Aggressive Growth -6.95%
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.
Monday, July 11, 2011
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