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100-Year Portfolio - Five Exchange-Traded Funds

The 100-Year Portfolio is a group of 5 exchange-traded funds (ETFs) that tract stocks in the U.S. and around the world. These ETFs could be held for decades in the anticipation of long-term global economic growth and prosperity.

100-Year Portfolio Stocks
ETF
Price Quote & Dividend
1-Yr Price Chart
Comment
SPDR S&P 500 ETF
Tracks S&P 500 - Large U.S. stocks.
iShares Russell 2000 Index Fund
Tracks Russell 2000 - Small U.S. stocks.
iShares MSCI Pacific ex-Japan Index Fund
Tracks MSCI Pacific Free ex-Japan Index - Includes Australia, Hong Kong, New Zealand and Singapore stocks.
iShares FTSE China 25 Index Fund
Tracks FTSE/Xinhua China 25 Index - 25 largest Chinese stocks.
PowerShares India Portfolio
Tracks Indus India Index - 50 large Indian stocks.
Price data from Quandl.


To inspect the performance of the 100-Year Portfolio Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes from Quandl.

The 4 stocks included in the portfolio computations are: SPY, IWM, EPP and FXI. The current value of the portfolio assumes that $2,500.00 was invested (total of $10,000) in each at its closing quarterly price for the current date in 2005. PIN was excluded from the portfolio computations because prices started after 2005.


100-Year Portfolio Stocks - Return Results
Portfolio:
100-Year Portfolio Stocks
Start date:
Aug-19-2005
Start value:
$10,000
End date:
Aug-19-2017
End value:
$24,470
Number prices
49
Minimum value occurred on Mar-31-2009
$9,096
Maximum value occurred on Sep-30-2017
$24,470
Total gain or loss (Start date to End date)
144.70%
Annualized gain or loss (Start date to End date)
7.58%
Total dollar value on End date of a $10,000 purchase made on Start date
$24,470
Average percent return for all possible buy/sell combinations
31.25%
Number returns
1,176
Number profitable returns (Winners)
961
Percent profitable returns
81.72%
Number unprofitable returns (Losers)
215
Percent unprofitable returns
18.28%
Winners to losers ratio
4.47
See Multiyear Chart of Monthly Portfolio Values


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