Clicky

type
asset allocation
100%
impact
safety
bargain
beauty
stock
7.0%
-
-
-
-
stock
6.0%
-
-
-
-
stock
3.5%
-
-
-
-
stock
4.5%
-
-
-
-
stock
3.0%
-
-
-
-
stock
3.0%
-
-
-
-
stock
3.0%
-
-
-
-
stock
2.0%
-
-
-
-
stock
1.5%
-
-
-
-
stock
1.5%
-
-
-
-
stock
1.5%
-
-
-
-
stock
2.5%
-
-
-
-
options
Selling Secured Puts
20.0%
74
79
90
81
peer to peer
Prosper
4.5%
81
74
67
74
peer to peer
Lending Club
4.0%
81
74
67
74
peer to peer
Mosaic Solar
0.5%
99
55
64
73
crowdfunding
Vaute
1.5%
99
70
35
68
cash
Cash Equivalents
30.5%
65
55
40
53
year
stocks
non-stocks
total
s = S&P
total - s
stocks - s
17Oct31
+5%
+5%
+5%
+16.9%
-12%
-12%
2016
+15%
+10%
+13%
+12.0%
+1%
+3%
2015
-10%
+4%
-4%
+1.4%
-5%
-11%
2014
+33%
+5%
+20%
+13.7%
+6%
+19%
2013
+23%
+1%
+12%
+32.4%
-20%
-9%