Bob Brinker's Marketimer

  Wednesday January 17, 2018

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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 12/31/17
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$614,164 2,971%
Portfolio II
($20,000 value on 1-1-88)
$500,662 2,403%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$383,248 858%

Performance in Recent Years

25 years ended 12-31-2017 for all Model Portfolios:
Portfolio I: 1,636%
Portfolio II: 1,286%
Portfolio III: 601% (balanced portfolio of equity and fixed-income securities)
Vanguard Total Stock Market Index Fund: 892% (VTSMX)

20 years ended 12-31-2017 for all Model Portfolios:
Portfolio I: 773%
Portfolio II: 579%
Portfolio III: 311% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 494%
Vanguard Total Stock Market Index Fund: 317% (VTSMX)

15 years ended 12-31-2017 for all Model Portfolios:
Portfolio I: 381%
Portfolio II: 378%
Portfolio III: 208% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 332%
Vanguard Total Stock Market Index Fund: 335% (VTSMX)

10 years ended 12-31-2017 for all Model Portfolios:
Portfolio I: 116%
Portfolio II: 118%
Portfolio III: 80% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 106%
Vanguard Total Stock Market Index Fund: 128% (VTSMX)

5 years ended 12-31-2017 for all Model Portfolios:
Portfolio I: 96%
Portfolio II: 94%
Portfolio III: 52% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 91%
Vanguard Total Stock Market Index Fund: 104% (VTSMX)

1 year ended 12-31-2017 for all Model Portfolios:
Portfolio I: 23%
Portfolio II: 23%
Portfolio III: 14% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 22%
Vanguard Total Stock Market Index Fund: 21% (VTSMX)


Note: Past performance is not a guarantee of future results.

Marketimer © Reviews

Hulbert Financial Digest has named Bob Brinker's Marketimer © to its 2017-2018 Investment Letter Honor Roll.


Marketimer © Portfolio Long-Term Objectives

The Marketimer © no-load model portfolios are designed to provide investors seeking aggressive, growth and balanced objectives with a strategic approach to investing in no-load funds.

Portfolio I is designed for investors with aggressive growth investment objectives. Such investors seek maximum returns and are willing and able to accept high levels of risk and volatility. Current income is not a factor in this portfolio.

Portfolio II is designed for investors with long-term growth objectives. Such investors seek to enhance the value of their capital over time. They are willing to assume a reasonable level of diversified market risk. Current income is not an important factor for such investors.

Portfolio III is designed as a balanced portfolio for current investment income along with capital preservation and modest growth. The portfolio is allocated between equities and fixed-income securities. This portfolio is best suited to investors nearing or already enjoying a retirement lifestyle.

Active/Passive Portfolio follows the long-term asset allocation guidelines of the Bob Brinker timing model ©, and invests USA equity allocations in the Vanguard Total Stock Market Index (VTSMX) which follows the Wilshire 5000 Index. The portfolio offers broad diversification, minimization of annual expenses, a very high level of tax efficiency for taxable investment accounts, and overall simplicity.

All model portfolios follow the Bob Brinker Stock Market Timing Model ©