Bob Brinker's Marketimer

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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 3/31/21
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$974,051 4,770%
Portfolio II
($20,000 value on 1-1-88)
$786,976 3,835%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$526,099 1,215%

Performance in Recent Years

25 years ended 12-31-2020 for all Model Portfolios:
Portfolio I: 12.0%
Portfolio II: 11.0%
Portfolio III: 8.1% (balanced portfolio of equity and fixed-income securities)
Vanguard S&P 500 Index Fund: 9.5% (VFIAX)

20 years ended 12-31-2020 for all Model Portfolios:
Portfolio I: 10.1%
Portfolio II: 9.9%
Portfolio III: 7.6% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 9.2%
Vanguard S&P 500 Index Fund: 7.4% (VFIAX)

15 years ended 12-31-2020 for all Model Portfolios:
Portfolio I: 9.9%
Portfolio II: 9.9%
Portfolio III: 7.2% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 9.2%
Vanguard S&P 500 Index Fund: 9.9% (VFIAX)

10 years ended 12-31-2020 for all Model Portfolios:
Portfolio I: 12.7%
Portfolio II: 12.5%
Portfolio III: 8.5% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 12.4%
Vanguard S&P 500 Index Fund: 13.9% (VFIAX)

5 years ended 12-31-2020 for all Model Portfolios:
Portfolio I: 15.4%
Portfolio II: 15.1%
Portfolio III: 9.8% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 14.8%
Vanguard S&P 500 Index Fund: 15.2% (VFIAX)

1 year ended 12-31-2020 for all Model Portfolios:
Portfolio I: 21.1%
Portfolio II: 20.6%
Portfolio III: 14.3% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 21.3%
Vanguard S&P 500 Index Fund: 18.4% (VFIAX)


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 2020-2021 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 ©