Bob Brinker's Marketimer

  Wednesday October 22, 2014

Next Marketimer © Mailing Date: November 5th


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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 9/30/14
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$435,461 2,077%
Portfolio II
($20,000 value on 1-1-88)
$356,022 1,680%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$309,136 673%

Performance in Recent Years

25 years ended 12-31-2013 for all Model Portfolios:
Portfolio I: 1805%
Portfolio II: 1454%
Vanguard S&P 500 Index Fund: 1006% (VFINX)

20 years ended 12-31-2013 for all Model Portfolios:
Portfolio I: 837%
Portfolio II: 654%
Portfolio III: 371% (balanced portfolio of equity and fixed-income securities)
Vanguard S&P 500 Index Fund: 472% (VFINX)

15 years ended 12-31-2013 for all Model Portfolios:
Portfolio I: 388%
Portfolio II: 302%
Portfolio III: 198% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 238%
Vanguard S&P 500 Index Fund: 95% (VFINX)

10 years ended 12-31-2013 for all Model Portfolios:
Portfolio I: 127%
Portfolio II: 127%
Portfolio III: 94% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 111%
Vanguard S&P 500 Index Fund: 102% (VFINX)

5 years ended 12-31-2013 for all Model Portfolios:
Portfolio I: 145%
Portfolio II: 139%
Portfolio III: 84% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 126%
Vanguard S&P 500 Index Fund: 126% (VFINX)

1 year ended 12-31-2013 for all Model Portfolios:
Portfolio I: 34%
Portfolio II: 33%
Portfolio III: 18% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 30%
Vanguard S&P 500 Index Fund: 32% (VFINX)


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

Marketimer © Reviews

Hulbert Financial Digest named Bob Brinker's Marketimer © to its 2014 Investment Letter Honor Roll. Marketimer © has earned an annual total return of 9.3% for the 15-year period through November 30, 2013. This compares with the Wilshire 5000 Total Stock Market annual total return of 5.6% for the same period.


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 ©