Bob Brinker's Marketimer

  Friday July 3, 2015

Next Marketimer © Mailing Date: July 4th


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Long-Term Marketimer © Model Portfolio Performance

Portfolio
Dollar Value
on 6/30/15
Percent
Increase
Portfolio I
($20,000 value on 1-1-88)
$468,241 2,241%
Portfolio II
($20,000 value on 1-1-88)
$380,072 1,800%
Portfolio III
($40,000 value on 3-1-90)
(this portfolio includes a fixed-income allocation)
$322,812 707%

Performance in Recent Years

25 years ended 12-31-2014 for all Model Portfolios:
Portfolio I: 1,641%
Portfolio II: 1,330%
Vanguard Total Stock Market: 882% (VTSMX)

20 years ended 12-31-2014 for all Model Portfolios:
Portfolio I: 952%
Portfolio II: 739%
Portfolio III: 412% (balanced portfolio of equity and fixed-income securities)
Vanguard Total Stock Market: 558% (VTSMX)

15 years ended 12-31-2014 for all Model Portfolios:
Portfolio I: 232%
Portfolio II: 225%
Portfolio III: 186% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 197%
Vanguard Total Stock Market: 100% (VTSMX)

10 years ended 12-31-2014 for all Model Portfolios:
Portfolio I: 116%
Portfolio II: 115%
Portfolio III: 87% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 103%
Vanguard Total Stock Market: 115% (VTSMX)

5 years ended 12-31-2014 for all Model Portfolios:
Portfolio I: 97%
Portfolio II: 92%
Portfolio III: 60% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 89%
Vanguard Total Stock Market: 106% (VTSMX)

1 year ended 12-31-2014 for all Model Portfolios:
Portfolio I: 8%
Portfolio II: 8%
Portfolio III: 6% (balanced portfolio of equity and fixed-income securities)
Active/Passive: 9%
Vanguard Total Stock Market: 12% (VTSMX)


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

Marketimer © Reviews

Hulbert Financial Digest named Bob Brinker's Marketimer © to its 2015 Investment Letter Honor Roll. Marketimer © has earned an annual total return of 8.4% for the 15-year period through November 30, 2014. This compares with the Wilshire 5000 Total Stock Market annual total return of 5.3% 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 ©