Bob Brinker's Marketimer

  Wednesday November 30, 2022

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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 10/31/22
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$894,351 4,372%
Portfolio II
($20,000 value on 1-1-88)
$730,353 3,552%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$503,712 1,159%

Performance in Recent Years

25 years ended 12-31-2021 for all Model Portfolios:
Portfolio I: 12.4%
Portfolio II: 11.3%
Portfolio III: 8.2% (balanced portfolio of equity and fixed-income securities)
Vanguard Total Stock Market Index Fund: 9.8% (VTSAX)

20 years ended 12-31-2021 for all Model Portfolios:
Portfolio I: 11.4%
Portfolio II: 11.3%
Portfolio III: 8.2% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 10.5%
Vanguard Total Stock Market Index Fund: 9.8% (VTSAX)

15 years ended 12-31-2021 for all Model Portfolios:
Portfolio I: 10.3%
Portfolio II: 10.3%
Portfolio III: 7.5% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 9.6%
Vanguard Total Stock Market Index Fund: 10.6% (VTSAX)

10 years ended 12-31-2021 for all Model Portfolios:
Portfolio I: 15.5%
Portfolio II: 15.2%
Portfolio III: 10.0% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 15.0%
Vanguard Total Stock Market Index Fund: 16.2% (VTSAX)

5 years ended 12-31-2021 for all Model Portfolios:
Portfolio I: 17.8%
Portfolio II: 17.6%
Portfolio III: 11.7% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 17.2%
Vanguard Total Stock Market Index Fund: 17.9% (VTSAX)

1 year ended 12-31-2021 for all Model Portfolios:
Portfolio I: 23.1%
Portfolio II: 23.0%
Portfolio III: 15.3% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 23.2%
Vanguard Total Stock Market Index Fund: 25.7% (VTSAX)


Note:All figures represent the compound annual rate of return and past results are not a guarantee of future results.

Marketimer © Reviews

Hulbert Financial Digest has named Bob Brinker's Marketimer © to its 2021-2022 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 ©