Lowell Original
1.46%November 03 | MyPlanIQ portfolio symbol P_20658

  • Portfolio Overview
  • Asset Allocation and ETFs
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


im Lowell edits MarketWatch’s ETF Trader, an investment letter employing a momentum-based exchange-traded-fund strategy for long-term investors. Large and small stocks, proposed his Sower’s Growth Portfolio. This is a diversified portfolio of exchange-traded funds. The view is that a growing economy tends to create a growing portfolio.

This portfolio is heavily equity and US focused. It is a diversified portfolio of exchange-traded funds including Big-caps ETF (DIA, IYY, ONEQ, PWC), Midcaps ETF (MDY), Small-caps ETF (IWM) and foreign ETF (EFA).

The fund selection for testing the strategy is listed below with the ETF alternatives:

US Equities

  • 10% in Diamonds Trust DIA (SPY)

  • 15% in iShares DJ U.S. Total Market IYY (VTI, DVY)

  • 7.5% in Fidelity NASDAQ Composite ONEQ (QCLN, QABA)

  • 7.5% in Power Shares Dynamic Market PWC (VTV, VUG)

  • 10% in iShares Russell 2000 IWM (IWO, IWW)

  • 15% in Mid Cap SPDR Trust MDY (IJJ, VO)

International Equities

  • 25% in iShares MSCI International EAFE EFA (VEA, EFV)

  • 10% in iShares MSCI Emerging Markets EEM (VWO)

Things to note about the portfolio:

  • 100% in equities is an aggressive portfolio

  • 65% in US equities is high in today’s market environment

  • There is no real estate (IYR, VNQ, ICF) or fixed income which would likely result in improved performance today

Click here for more portfolio details and features ►

Asset Allocation


Symbol Category/Sector Target Weight
DIA
SPDR Dow Jones Industrial Average ETF Trust 		US Equity 10%
IYY
iShares Dow Jones U.S. ETF 		US Equity 15%
ONEQ
Fidelity Nasdaq Composite Index ETF 		US Equity 7.5%
PWC
Invesco Dynamic Market ETF 		US Equity 7.5%
IWM
iShares Russell 2000 ETF 		US Equity 10%
MDY
SPDR S&P Midcap 400 ETF Trust 		US Equity 15%
EFA
iShares MSCI EAFE ETF 		International Equity 25%
EEM
iShares MSCI Emerging Markets ETF 		International Equity 10%


Historical Performance


Lowell Original Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Lowell Original NA 12.93% 4.58% 4.24% 7.68% 7.48% NA … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 15.78% 10.45% 11.06% 12.65% 10.87% 9.74% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 7.93% 2.88% 4.55% 5.86% 5.57% 6.03% … …
Data as of 08/31/2023, Common starting date is 10/07/2003

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Lowell Original Historical Return Chart

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Calculators


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Rolling Returns


From 10/07/2003 to 11/03/2023, the worst annualized return of 3-year rolling returns for Lowell Original is -14.52%.
From 10/07/2003 to 11/03/2023, the worst annualized return of 5-year rolling returns for Lowell Original is -4.07%.
From 10/07/2003 to 11/03/2023, the worst annualized return of 10-year rolling returns for Lowell Original is 5.3%.

Maximum Drawdown

Lowell Original Maximum Drawdown