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The Retirement Advisor Portfolios Dollar Value
on 3/31/2012		 Change since 1/1/2007
Model Portfolio 1 $254,797 27.4%
Model Portfolio 2 $258,489 29.2%
Model Portfolio 3 $263,252 31.6%
DJIA 12,501.52 on 1/1/2007 $13,212 5.7%
S&P500 1,418.30 on 1/1/2007 $1,409 (0.7%)

 

The Retirement Advisor Model Portfolios all began with $200,000 on 1/1/2007
 
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The Retirement Advisor Portfolio Performance By Year Through March 31, 2012
Model Portfolio 2012
YTD		 2011 2010 2009 2008 2007 Combined 2007 to 2012
#1: Aggressive 6.6% 0.5% 10.9% 19.7% (18.2%) 9.5% 27.4%
#2: Moderate Risk 4.1% 2.2% 8.4% 13.2% (8.7%) 8.5% 29.2%
#3: Conservative 0.4% 4.8% 5.5% 5.5% 3.7% 8.3% 31.6%

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, lost 18.22% in 2008 while the S&P500 lost 37% counting reinvested dividends. 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, lost 8.75% in 2008 while the S&P500 lost 37% counting reinvested dividends. 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 3.73% in 2008 while the S&P500 lost 37% counting reinvested dividends. This portfolio was 100% in fixed income index funds (or ETF equivalents.) It benefited greatly from TIPS for inflation protection.

This gives you the portfolios at the start of 2007.
January 2007 The Retirement Advisor.pdf

We made several changes to the portfolios' asset allocations and compositions since inception.

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