Dividend Income and Pipeline MLP's paying high dividends lagged the market considerably. These were the best performing FOLIO's in 2011. The worst performing FOLIO's in 2011, namely International Opportunity and Aggressive Growth did quite well this quarter. Clearly in 2011, low risk was popular and in the first quarter, the riskiest strategies did well.
Fixed Income did very poorly in the first quarter, with supposedly "risk free" 2 year Treasuries actually declining. The senior loans in Hedged Income outperformed in this environment.
The Classic Defensive FOLIO lagged the market in this quarter, taking a rest after returning 12% in 2011 when the S&P500 return was zero.
Clearly this was a "Risk On" quarter, and so far in April, is showing to be a period when the markets got ahead of themselves a bit. So far markets are down for the month of April.
Below is the list of FOLIO's and their performance 12/31/2011-03/31/2012.
Rising Rates 14.24%
International Opportunity 14.24%
Aggressive Growth 13.75%
Swiss/So Germany EuroZone 12.97%
S&P500 Domestic Benchmark 12.00%
Food Production 11.37%
DJ Developed World Ex US 10.30%
Japan 9.93%
Energy Resources 7.60%
Moderate 70/30 Core 7.50%
REITS and Resources 5.84%
Hedged Income 2.81%
Pipeline MLP 2.75%
Dividend Income 2.41%
Classic Defensive 1.33%
Utility Fixed Income 0.05%
2 year Treasuries -0.10%
Wednesday, April 25, 2012
Tuesday, April 24, 2012
WS FOLIO Rankings 1st Qtr 2012
| Money Manager Review Ratings (Qtr Ending 3/31/2012) | |||||
| WS Wealth Managers Inc. WS Managed FOLIO's | |||||
| Rankings | |||||
| 1 yr | 3 yr | 5 yr | |||
| US Equity Multi-Cap Value | |||||
| WS Pipeline MLP | #1 | #6 | #1 | ||
| US Balanced Large Cap Value | |||||
| WS Classic Defensive | #1 | #9 | #1 | ||
| US Fixed Income Core Bond-Blend | |||||
| WS Preferred Utility Income | #5 | #2 | #2 | ||
| Global Balanced Multi-Cap Value | |||||
| WS Moderate 70/30 Composite | #1 | NA | NA | ||
| Global Balanced Multi-Cap Blend | |||||
| WS Moderate Core | #1 | #7 | #2 | ||
| WS International Opportunity | #11 | #1 | #1 | ||
| Global Equity Multi-Cap Growth | |||||
| WS Aggressive Growth | #12 | #11 | #1 | ||
| Global Equity Large Cap Value | |||||
| WS Rising Rates | #3 | #8 | #2 | ||
| Global Equity Multi-Cap Value | |||||
| WS Dividend Income | #2 | #6 | #1 | ||
| WS Energy Resources | #8 | #8 | #2 | ||
| International Equity Multi-Cap Core | |||||
| WS Japan | #1 | #1 | #1 | ||
| International Equity Multi-Cap Value | |||||
| WS Swiss/So Germ Euro Zone | #10 | #10 | #3 | ||
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