| Helping You Get BULLISH Returns even in a Bear Market |
I am a member of Active Portfolio Coach. I have made double-digit positive returns in a very negative market environment
for my clients using your recommendations. Because of Core-Plus™, I am getting numerous referrals and gathering assets under management
at a rapidly increasing rate. Again, thank you for making me look like an investment genius and a hero to my clients.
C P Reinhold
Sterling Hts, MI
ActivePortfolioCoach.com Strategies
Hypothetical Performance - Summary: 13 Years
December 31, 1998 through December 31, 2011
| Return (1) |
| Strategy |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| E.A.S.Y™ |
+6.00% |
+8.78% |
+11.80% |
+0.18% |
+1.34% |
Total = 8 |
| E.A.S.Y™ - Modified |
+8.05% |
|
|
+0.18% |
+1.34% |
Total = 8 |
| Core-Plus™ - 1 Beta |
+10.41% |
+11.89% |
+13.38% |
+0.18% |
+1.34% |
Avg 9.7 /Year |
| Core-Plus™ - 2 Beta |
+15.03% |
+18.94% |
+22.94% |
+0.18% |
+1.34% |
Avg 9.7 /Year |
| Standard Deviation (2) |
| Strategy |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| E.A.S.Y™ |
3.27 |
3.79 |
4.41 |
6.27 |
8.46 |
Total = 8 |
| E.A.S.Y™ - Modified |
1.90 |
|
|
6.27 |
8.46 |
Total = 8 |
| Core-Plus™ - 1 Beta |
1.06 |
1.16 |
1.32 |
6.27 |
8.46 |
Avg 9.7 /Year |
| Core-Plus™ - 2 Beta |
1.41 |
1.81 |
2.28 |
6.27 |
8.46 |
Avg 9.7 /Year |
| Maximum Drawdown (3) |
| Strategy |
CONSERV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| E.A.S.Y™ |
-19.39 |
-19.82 |
-23.95 |
-56.78 |
-77.93 |
Total = 8 |
| E.A.S.Y™ - Modified |
-10.60 |
|
|
-56.78 |
-77.93 |
Total = 8 |
| Core-Plus™ - 1 Beta |
-4.13 |
-3.79 |
-3.92 |
-56.78 |
-77.93 |
Avg 9.7 /Year |
| Core-Plus™ - 2 Beta |
-4.40 |
-4.79 |
-6.34 |
-56.78 |
-77.93 |
Avg 9.7 /Year |
Since incorporating the Core-Plus models into my practice January 2008 they have helped give me a clear vision of how I want to manage my client's money. Year to Date I have moved over 7 million of new client money in to the Core-Plus giving me my best year so far for gathering assets.
The Core-Plus models have helped us achieve smooth sailing during a stormy and treacherous market.
T Price
Portland, OR
Performance monitored by Third Party Investment Tracking Companies:
**Core-Plus™ performance tracked by Nelsons since November 2005.
For more detailed information on Performance and Risk Measurements click here.
For Pricing and Subscription Information click here
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