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Schwab Commission Free ETF Rotation System Results

Schwab Commission Free ETF Rotation System Performance

This page tracks the hypothetical and actual performance of the Schwab Commission Free ETF Rotation System.  The actual performance was based on an initial account allocation of $6,000 that was increased to $10,000 and then $15,000.  The hypothetical performance is based on total returns applied to a $10,000 investment.

Note:  Hypothetical performance numbers use adjusted close data from Yahoo Finance.

Hypothetical Performance:

Schwab Commission Free ETF Rotation Results

Actual Positions:

SchwabPositionsJan

Historical Rankings:

Current month rankings are published in the Market Momentum Newsletter, which is available shortly before the end of every month.

January 31, 2014 (February holdings)

1.  $TLO – SPDR Barclays Long Term Treasury ETF

2.  $SCHH – Schwab US REIT ETF

3.  $RWO – SPDR Dow Jones Wilshire Global Real Estate

December 31, 2014 (January holdings)

1.  $SCHH – Schwab US REIT ETF

2.  $RWO – SPDR Dow Jones Wilshire Global Real Estate

November 28, 2014 (December holdings)

1.  $SCHH – Schwab US REIT ETF

2.  $TLO – SPDR Barclays Long Term Treasury ETF

October 31, 2014: (November holdings)

1.  $SCHH – Schwab US REIT ETF

2.  $SCHB – Schwab US Broad Market ETF

3.  $TLO – SPDR Barclays Long Term Treasury ETF

 September 30, 2014: (October holdings)

1.  $SCHH – Schwab US REIT ETF

2.  $SCHB – Schwab US Broad Market ETF

3.  $TLO – SPDR Barclays Long Term Treasury ETF