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Asset Class and Sector Timeliness

The timeliness rating of a particular sector is determined based on a simple 10 month moving average. Puget Investor uses this rating to determine when to increase or decrease exposure to a certain asset class. When a indicator changes by One Percent from negative to positive, or vice-versa, Puget Investor underweights or overweights that asset class.
Click on the 'Historical Performance' link to view the accuracy of the index over time.

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Asset Class Timeliness Rating as of 6/24/2017

Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
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Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance

US Stock Sector Timeliness Rating as of 6/24/2017

Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
Historical Performance
US Equities
Foreign Developed Markets
Foreign Emerging Markets
Real Estate Investment Trust (REIT)
US Bonds
Treasury Inflation Protected Securities (TIPS)
High Yield Bonds
Below is the back test results of this index assuming that when the technical Score goes over/under 4/-4 respectively, allocation in this security is either doubled or uninvested.
Date Price Technical
Score
Shares
Transacted
Share Balance Cash Balance Excess Return
{{period.PeriodDate | date:'MM/dd/yyyy'}} {{period.Price | number:2}} {{period.CurrentScore | number:2}} {{period.SharesTransacted}} {{period.SharesOwned}} {{period.CurrentCashBalance | number:0}} ${{period.CurrentCashBalance + ((period.SharesOwned - 100) * period.Price) | number:0}}
Period Avg Weighted
Shares
Excess
Return
ITD Total
Risk Adjusted
Excess Return
Avg Monthly
Risk Adjusted
Excess Return
Inception To Date {{history.AvgShares}} {{ItdReturn | number:2}}% {{ItdReturn * (100/history.AvgShares) | number:2}}% {{(ItdReturn * (100/history.AvgShares)) / itdPeriods | number:2}}%
Five Year ({{history.Detail5YearReturn[0].PeriodDate | date:'MM/dd/yyyy'}} - {{history.Detail5YearReturn[history.Detail5YearReturn.length-1].PeriodDate | date:'MM/dd/yyyy'}}) {{history.Avg5YearShares}} {{Return5Year | number:2}}% {{Return5Year * (100/history.Avg5YearShares) | number:2}}% {{(Return5Year * (100/history.Avg5YearShares)) / Periods5Year | number:2}}%
One Year ({{history.Detail1YearReturn[0].PeriodDate | date:'MM/dd/yyyy'}} - {{history.Detail1YearReturn[history.Detail1YearReturn.length-1].PeriodDate | date:'MM/dd/yyyy'}}) {{history.Avg1YearShares}} {{Return1Year | number:2}}% {{Return1Year * (100/history.Avg1YearShares) | number:2}}% {{(Return1Year * (100/history.Avg1YearShares)) / Periods1Year | number:2}}%

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All information presented on this website is believed to be reliable and written in good faith, but no representation or warranty, expressed or implied is made as to their accuracy, completeness or correctness. You are responsible for doing your own research before investing in any securities mentioned herein. Readers are urged to consult with their own independent financial advisors with respect to any investment. Neither Vertical Financial Systems, Inc, nor its officers or employees accept any liability whatsoever for any direct or consequential loss arising from any use of information on this website.

Past performance is not a guarantee of future performance or accuracy. Rating calculations and methodology may change at any time, and we reserve the right to make changes which may impact the accuracy of the model without prior notice to anybody.

Be advised that employees and officers of Vertical Financial Systems, Inc and Pugetinvestor.com may hold positions in the securities mentioned in this website.
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