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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
1-Year 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.
Click small charts (sparklines) to expand. * Uses 10 years or all years of prices, whichever is less.


To inspect the performance of the 100-Year Portfolio Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

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 stock at its closing weekly price for the current date in 2005. PIN was excluded from the portfolio computations because of insufficient price data.


100-Year Portfolio Stocks - Return Results
Portfolio:
100-Year Portfolio Stocks
Start date:
Jan-20-2005
Start value:
$10,000
End date:
Jan-20-2017
End value:
$25,186
Number prices
627
Minimum value occurred on Mar-02-2009
$8,809
Maximum value occurred on Apr-20-2015
$26,691
Total gain or loss (Start date to End date)
151.86%
Annualized gain or loss (Start date to End date)
7.96%
Total dollar value on End date of a $10,000 purchase made on Start date
$25,186
Average percent return for all possible buy/sell combinations
32.96%
Number returns
196,251
Number profitable returns (Winners)
165,280
Percent profitable returns
84.22%
Number unprofitable returns (Losers)
30,971
Percent unprofitable returns
15.78%
Winners to losers ratio
5.34
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of 100-Year Portfolio Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.


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