Three Model Portfolios Designed to Help You Sleep Well At Night


FREE=>Get your SAMPLE Issue <== FREE

(The Adobe pdf may be slow to load so give it time)
Click to Subscribe Now


Thursday, September 04, 2008

August 2008 Portfolio Performance

Portfolio Performance


Long-Term "Retirement Advisor" Model Portfolio Performance
The Retirement Advisor Model Portfolio NameDollar Value
on 8/31/2008
Percent
Increase
Aggressive Growth and Income Model Portfolio 1
Initial Value of $200,000 on 1/1/2007
$208,0654.0%
Moderate Growth and Income Model Portfolio 2
Initial Value of $200,000 on 1/1/2007
$213,2196.6%
Conservative Capital Preservation Model Portfolio 3
Initial Value of $200,000 on 1/1/2007
$222,45411.2%

Model Portfolios 2007 Results:

The Retirement Advisor Aggressive Growth and Income Model Portfolio 1 , designed for someone approaching retirement who is interested in a portfolio allocation designed to provide income and capital appreciation while avoiding excessive risk, gained 9.52% in 2007, its first year of existence. This portfolio was 50% in stock index funds and 50% in fixed income index funds (or ETF equivalents.) It benefited greatly from TIPS for inflation protection which we feel allows a lower allocation to equities and a 4% withdrawal rate.

The Retirement Advisor Moderate Growth and Income Model Portfolio 2 , designed for someone who has retired and seeks to maintain their current standard of living, even with inflation, gained 8.48% in 2007, its first year of existence. This portfolio was 30% in stock index funds and 70% in fixed income index funds (or ETF equivalents.) It benefited greatly from TIPS for inflation protection

The Retirement Advisor Conservative Capital Preservation Model Portfolio 3 , designed for someone in the later stages of retirement who wants to avoid any losses in their portfolio and who does not need a lot of inflation protection, gained 8.32% in 2007, its first year of existence. This portfolio was 100% in fixed income index funds (or ETF equivalents.) It benefited greatly from TIPS for inflation protection.

How To Subscribe

To subscribe to The Retirement Advisor Newsletter you have three options:
  1. Click to Subscribe now

  2. You can pay online via the secure Internet site, Paypal. Simply go to https://www.paypal.com/ and enter our e-mail address, TheRetirementAdvisor@gmail.com to make the payment of $99 for a 1-year subscription.

  3. If you prefer to use the U.S. Postal Service, send a check in the amount of $99 payable to “The Retirement Advisor Newsletter, LLC.” Mail it to:
    The Retirement Advisor Newsletter, LLC
    P.O. Box 58076
    New Orleans, LA 70158-8076

Don't miss out! Subscribe to The Retirement Advisor now!

The Retirement Advisor Model Portfolios all began with $200,000 on 1/1/2007