The following graph shows total returns for two portfolios and the S&P 500. The first portfolio is a well diversified portfolio made up of exchange traded funds. The second portfolio is a classic NAIC/BI growth stock portfolio. Both are “real money” portfolios and the returns are based on actual positions. All returns are internal rates of return calculated from August 27, 2006.
So far, the ETF portfolio has out performed both the S&P 500 and the NAIC/BI growth stock portfolio. The total return for the ETF portfolio for the past eight months is 18.9%.