Bob Brinker's Marketimer

  Tuesday October 20, 2020

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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 9/30/20
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$817,167 3,986%
Portfolio II
($20,000 value on 1-1-88)
$659,834 3,199%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$465,164 1,063%

Performance in Recent Years

25 years ended 12-31-2019 for all Model Portfolios:
Portfolio I: 1,663%
Portfolio II: 1,299%
Portfolio III: 618% (balanced portfolio of equity and fixed-income securities)
Vanguard Total Stock Market Index Fund: 1,014% (VTSAX)

20 years ended 12-31-2019 for all Model Portfolios:
Portfolio I: 457%
Portfolio II: 443%
Portfolio III: 301% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 385%
Vanguard Total Stock Market Index Fund: 239% (VTSAX)

15 years ended 12-31-2019 for all Model Portfolios:
Portfolio I: 262%
Portfolio II: 260%
Portfolio III: 162% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 231%
Vanguard Total Stock Market Index Fund: 265% (VTSAX)

10 years ended 12-31-2019 for all Model Portfolios:
Portfolio I: 230%
Portfolio II: 220%
Portfolio III: 124% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 208%
Vanguard Total Stock Market Index Fund: 249% (VTSAX)

5 years ended 12-31-2019 for all Model Portfolios:
Portfolio I: 68%
Portfolio II: 67%
Portfolio III: 40% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 63%
Vanguard Total Stock Market Index Fund: 69% (VTSAX)

1 year ended 12-31-2019 for all Model Portfolios:
Portfolio I: 31.9%
Portfolio II: 31.4%
Portfolio III: 19.2% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 30.4%
Vanguard Total Stock Market Index Fund: 30.8% (VTSAX)


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

Marketimer © Reviews

Hulbert Financial Digest has named Bob Brinker's Marketimer © to its 2019-2020 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 ©