Curie Review: Part II
Does the Curie need tweaking? Is there a match between any of the under-target asset classes and ETFs that might be priced to buy? Taking the current ETFs and stocks held within the Curie, I did a copy and past of both the holdings and percentages and ran the following QPP analysis on the Curie. It has been over three months since I last analyzed the Curie and it is important to examine the future projections of both the return and uncertainty values. In the first screen shot I use the last 36 months for the analysis. In the third slide I use 42 months in order to include the market when it was near its 2007 high. Pay attention to how this portfolio performed during a poor market period.