UBH Portfolio Asset Allocation (1970-2018) - $100,000 ...

[Pages:1]Year End Date

1 Jan 70 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

End AA ->

UBH Portfolio Asset Allocation (1970-2018) - $100,000 Initial Contribution, No Rebalancing

S&P

US Large Cap US Small Cap US Small Cap

US

Intl Large Cap Intl Large Cap Intl Small Cap Intl Small Cap Emerging

500

Value

Blend

Value

REITs

Blend

Value

Blend

Value

Market

$16,667 $17,338

$16,667 $18,413

$16,667 $14,329

$16,667 $16,361

$16,667 $14,847

$16,667 $16,722

$19,820 $20,212

$20,099 $20,167

$17,196 $15,354

$18,757 $17,236

$19,433

$18,702 $18,283

$27,985 $39,180

$17,248 $12,685

$18,364 $15,093

$9,693 $7,038

$11,961 $9,749

$14,118 $8,140

$16,629 $12,588

$33,628 $23,868

$15,229

$19,648

$9,522

$14,141

$9,694

$15,534

$15,219

$31,128

$18,861 $17,507

$28,301 $28,361

$13,999 $17,019

$22,501 $27,202

$14,416 $17,136

$14,279 $17,355

$15,762 $19,238

$34,501 $59,739

$18,658 $22,095

$30,477 $38,148

$20,690 $29,237

$33,435 $45,315

$18,984 $28,234

$21,090 $23,616

$25,827 $26,708

$98,358 $97,044

$29,256 $24,729

$45,747 $44,225

$40,559 $36,232

$55,597 $58,025

$37,518 $39,243

$26,348 $20,440

$31,756 $29,818

$130,740 $115,679

$50,163

$30,023

$52,896

$46,279

$78,954

$47,366

$21,188

$29,486 $115,075

$48,630

$36,782 $39,087

$69,831 $78,806

$62,395 $57,666

$117,697 $115,730

$62,492 $76,034

$25,552 $25,633

$36,938 $37,917

$155,786 $172,920

$66,184 $73,407

$51,662 $61,204

$102,900 $122,325

$75,011 $79,747

$144,574 $153,722

$80,831 $96,621

$45,734 $65,598

$61,077 $102,312

$288,100 $457,171

$126,660 $197,214

$64,406 $75,232

$128,121 $164,439

$71,090 $88,137

$143,882 $186,890

$90,087 $105,649

$67,795 $78,279

$133,246 $172,806

$639,591 $801,118

$301,361 $402,718

$89,031 $86,267

$193,079 $162,281

$91,074 $72,647

$186,673 $134,746

$97,490 $74,498

$90,272 $86,539

$177,842 $138,684

$937,725 $765,099

$497,227 $409,397

$341,386 $342,274

$112,550 $214,131 $107,390 $196,374

$92,094

$98,367 $152,263 $805,229 $427,695 $460,520

$121,132 $133,332

$250,328 $289,459

$129,322 $146,992

$267,456 $339,767

$105,843 $125,655

$85,446 $107,524

$134,593 $187,481

$635,824 $849,815

$333,920 $482,971

$467,183 $902,625

$135,093 $185,860

$276,304 $382,308

$145,013 $188,783

$343,953 $444,666

$115,093 $128,969

$113,221 $127,999

$208,059 $231,998

$969,966 $974,115

$523,709 $529,760

$896,787 $822,139

$228,531 $304,771

$459,669 $588,937

$222,155 $275,990

$543,924 $711,157

$172,618 $205,998

$136,132 $143,639

$250,125 $242,260

$988,868 $754,267

$534,781 $413,306

$908,232 $704,742

$391,868 $659,478 $260,765 $659,243 $174,323 $169,801 $278,276 $816,044 $435,090 $671,760

$474,335 $431,145

$691,073 $761,688

$327,062 $335,076

$745,250 $812,403

$170,870 $219,378

$218,197 $187,680

$323,646 $323,134

$994,406 $940,586

$517,928 $1,215,088 $501,924 $826,822

$379,905 $295,939

$790,971 $672,995

$377,582 $305,296

$996,420 $904,079

$248,243 $258,615

$148,591 $126,870

$273,822 $250,478

$841,638 $857,692

$478,865 $506,590

$800,439 $771,374

$380,843 $904,664 $422,272 $1,069,722

$462,488 $1,441,133 $545,145 $1,807,077

$350,664 $463,117

$173,439 $206,072

$375,534 $1,361,845 $843,379 $1,313,453 $483,686 $1,782,869 $1,136,912 $1,752,181

$443,015 $1,179,261 $512,995 $1,417,310

$578,314 $1,947,844 $674,378 $2,367,648

$524,023 $708,820

$233,835 $291,964

$557,555 $2,174,359 $1,400,999 $2,260,580 $747,950 $2,715,278 $1,798,789 $3,054,179

$541,188 $1,378,110 $653,748 $2,113,219 $576,466 $328,350 $824,568 $2,868,981 $1,851,780 $4,289,765

$340,964 $815,850 $431,196 $1,062,144

$418,331 $1,335,874 $570,348 $1,785,039

$361,077 $462,801

$192,270 $251,185

$442,526 $1,610,391 $1,079,992 $2,029,417 $617,108 $2,286,103 $1,506,679 $3,818,455

$496,150 $1,276,424 $506,631 $1,236,389

$745,446 $2,336,712 $721,979 $2,160,380

$595,494 $648,791

$274,422 $240,731

$682,355 $2,832,717 $1,779,399 $4,750,105 $567,399 $2,397,940 $1,468,636 $3,690,839

$587,707 $1,509,019 $854,776 $2,629,687 $778,052 $2,117,487 $1,215,546 $3,744,142

$762,227 $772,831

$283,463 $342,117

$661,630 $2,850,102 $1,795,505 $4,460,087 $814,565 $3,632,316 $2,376,963 $4,332,927

$884,564 $2,330,652 $1,269,522 $3,874,457 $1,013,272 $324,200 $757,632 $3,403,412 $2,258,445 $4,272,580

$896,804 $2,249,227 $1,227,800 $3,571,786 $1,046,064 $1,004,063 $2,674,205 $1,516,647 $4,581,269 $1,133,760

$314,915 $324,866

$709,805 $3,604,639 $2,348,519 $3,635,215 $769,506 $3,813,644 $2,536,513 $4,173,509

$1,223,265 $3,181,388 $1,691,423 $4,911,692 $1,198,527 $1,169,633 $2,810,745 $1,469,361 $4,168,647 $1,162,707

$407,273 $349,677

$970,248 $4,966,970 $3,246,205 $5,637,165 $800,559 $4,002,504 $2,489,521 $4,840,873

5.03%

12.08%

6.32%

17.92%

5.00%

1.50%

3.44%

17.20%

10.70%

20.81%

Total $100,000

$98,011 $122,558 $149,864 $121,640

$89,161 $130,115 $162,621 $203,556 $267,519 $310,397 $397,521 $418,553 $469,897 $633,657 $677,200 $976,548 $1,335,913 $1,639,578 $2,075,268 $2,701,799 $2,272,434 $2,666,614 $2,531,047 $3,565,620 $3,727,198 $4,016,597 $4,445,036 $4,345,065 $4,516,647 $5,677,855 $5,339,836 $5,336,475 $4,949,928 $7,607,442 $9,669,053 $11,299,784 $14,289,312 $15,426,175 $8,626,693 $12,791,059 $15,769,223 $13,639,715 $16,394,201 $20,126,945 $20,388,735 $19,604,776 $22,527,982 $27,434,158 $23,264,227

E:\Merriman Financial Education Foundation\01 UBH Updates\2018\50-50 US-Int'l\ UBH (50-50, 0%) - 2018 Returns.xlsx UBH WS

3/5/2019 8:46 AM

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