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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
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. How To Subscribe To subscribe to The Retirement Advisor Newsletter you have two options:
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