- In Neoclassical Portfolio
- Last Updated: 28 January 2017
- By LA Little
The neoclassical model that LA created is simple and elegant yet durable. It keeps a portfolio invested when the supply and demand support more upside and it sends warning signs when the risk of a larger setback is imminent. When one combines the power of the neoclassical model with portfolio management, one can create great wealth over time and do so without excessive draw downs to capital as experienced in the 2000 and 2008 market meltdowns.
The following are the actual returns of the portfolio since the beginning of 2017. The shared portfolio has, for the most part, mirrored the gains in the S&P 500 since inception since - after all - the market has been in a bull market throughout the period that the shared portfolio has been shared with members.
Where the portfolio will greatly shine, is when the market suffers a larger downturn and that will eventually come. It isn't fair to look at performance without looking at the risk taken to gain that performance. One measure of that risk is how much beta the portfolio carries. The TA Today portfolio's beta almost never is greater than 1 and for the majority of the time it hovers around a .6 to .7 beta. In other words, the portfolio has .6 to .7 as much risk as buying the S&P 500 itself yet it is able to perform as well as the S&P 500.
This data is updated periodically to show the performance of the TA Today Shared Portfolio performance for the current year.