12 Year Historical Performance:
Global Investments

Invested
Amount:

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Avg Annual Growth

10.46%

YTD Growth

10.75%

Avg. Ann. MDD

12.06%
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About "Global Investments"

The Global Investments OmniFund looks at worldwide ETF’s in order to take advantage of the strongest global opportunities. It pairs two different Portfolios (one aggressive and one conservative) together in order to allow users to determine their personal risk setting. The aggressive Portfolio looks at ETF’s in four categories in order to find prime opportunities in the strongest markets. The conservative Portfolio engages Bonds, Consumer Defensive and Utilities ETF’s in bearish markets.
 
ETF Group
Symbol
Name
%
Amount
Global Markets
BRF
MARKET VECTORS BRAZIL SMALL-CA
15.8%
$15,802
Cyclical Industries
FRI
FIRST TRUST S&P REIT INDEX
15.78%
$15,776
Cyclical Industries
VNQ
VANGUARD REIT INDEX ETF
9.95%
$9,948
Defensive Industries
IHF
iShares DJ US HEALTHCAR
9.79%
$9,789
Global Markets
DFJ
WISDOMTREE JAPAN SM-CAP DIVI
7.93%
$7,926
Defensive Industries
XLP
CONSUMER STAPLES SELECT SECTOR
7.86%
$7,864
Sensitive Industries
FXR
FIRST TRUST INDUSTRY/PRODUCER DU
5.97%
$5,969
Sensitive Industries
IYT
iShares DJ TRANSPORTATI
5.87%
$5,873
Bonds1
TLH
iShares BARCLAYS 10-20-YEAR TRUST
4.7%
$4,699
Consumer Defensive
RHS
GUGGENHEIM S&P 500 EQUITY WTS CONS
4.21%
$4,211
Utilities
FXU
FIRST TRUST UTIL ALPHADEX
3.72%
$3,722
Consumer Defensive
VDC
VANGUARD CONSUMER STAPLES ET
3.16%
$3,158
Consumer Defensive
XLP
CONSUMER STAPLES SELECT SECTOR
2.93%
$2,929
Consumer Defensive
FXG
FIRST TRUST CONSUMER STAPLES A
2.33%
$2,334
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The results shown are based on simulated or hypothetical performance results, including results stated since release. Hypothetical results have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown. Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade. Therefore, you should not invest or risk money that you cannot afford to lose.

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