Bob Brinker's Marketimer

  Sunday October 20, 2019

Next Marketimer © Mailing Date: October 4th


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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 9/30/19
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$706,409 3,432%
Portfolio II
($20,000 value on 1-1-88)
$573,802 2,769%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$422,307 956%

Performance in Recent Years

25 years ended 12-31-2018 for all Model Portfolios:
Portfolio I: 1,189%
Portfolio II:  938%
Portfolio III: 488% (balanced portfolio of equity and fixed-income securities)
Vanguard Total Stock Market Index Fund: 751% (VTSAX)

20 years ended 12-31-2018 for all Model Portfolios:
Portfolio I: 571%
Portfolio II: 453%
Portfolio III: 273% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 361%
Vanguard Total Stock Market Index Fund: 221% (VTSAX)

15 years ended 12-31-2018 for all Model Portfolios:
Portfolio I: 212%
Portfolio II: 213%
Portfolio III: 142% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 187%
Vanguard Total Stock Market Index Fund: 214% (VTSAX)

10 years ended 12-31-2018 for all Model Portfolios:
Portfolio I: 237%
Portfolio II: 228%
Portfolio III: 129% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 207%
Vanguard Total Stock Market Index Fund: 243% (VTSAX)

5 years ended 12-31-2018 for all Model Portfolios:
Portfolio I: 38%
Portfolio II: 38%
Portfolio III: 25% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 36%
Vanguard Total Stock Market Index Fund: 45% (VTSAX)

1 year ended 12-31-2018 for all Model Portfolios:
Portfolio I: (6.0%)
Portfolio II: (6.0%)
Portfolio III: (2.9%) (balanced portfolio of equity and fixed-income securities)
Active/Passive: (7.0%)
Vanguard Total Stock Market Index Fund: (5.2%) (VTSAX)


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

Marketimer © Reviews

Hulbert Financial Digest has named Bob Brinker's Marketimer © to its 2018-2019 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 ©