Welcome to Allocation For Life!

My goal is to provide individual investors with actionable asset allocation strategies that were formed using common sense and have stood the test of time. My book can help guide you through the investment process and will show you that sticking to the basics does work. Controlling your emotions and separating yourself from the sensationalized world of investing are your keys to investing success. I believe there are many hard-working investors that will agree, my strategies make sense.

Many of you believe that the last decade has been an awful time to be invested. I can't blame you for feeling this way because that is the way the mainstream media has portrayed the last decade, and many of you experienced declines in your own investment portfolios. 

My book shows that the last decade was a very good time to be invested. Asset allocation and diversification are hardly new philosophies in the world of investing and "Master The Markets With Mutual Funds: A Common Sense Guide To Investing Success" is your chance to learn the truth about investing.

It's time to break the negative cycle and take the bull by the horns. Step inside and become a member and I will share with you the true power of asset allocation and give you the strength you need to invest on your own.

Jon R. Orcutt
 

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****This month only**** You can request a free pdf copy of this months Alllocation For Life newsletter by emailing info@allocationforlife.com

  May 10, 2012
  New for Members

  AFL Portfolios are now available to
  members of Allocation For Life.
  Learn more here.

Mutual Fund Models

The following returns represent that of my 3 main asset
allocation models outlined in my book "Master The Markets
With Mutual Funds: A Common Sense Guide To Investing Success".

As of 05/18/2012	Model 1	Model 2	Model 3	S&P Index
YTD	+2.30%	+1.28%	+.07%	+3.86%
12 Mo *	-.71%	-3.59%	-7.34%	-1.47%
3 Yr **	+12.09%	+13.32%	+15.39%	+14.92%
5 Yr **	+5.95%	+4.54%	+2.26%	-1.05%
10 Yr **	+8.25%	+8.66%	+9.09%	+3.63%
Since Inception ** 1/1/2000	+9.02%	+9.52%	+10.04%	+.84%
* Trailing 12 months     ** Average Annual Return

 

ETF Models

As of 05/18/2012	Model 1	Model 2	S&P Index
YTD	+3.94%	+3.17%	+3.86%
12 Mo *	+1.86%	-1.72%	-1.47%
3 Yr **	+12.24%	+13.70%	+14.92%
5 Yr **	+4.40%	+2.91%	-1.05%
10 Yr **	N/A	N/A	N/A
Since Inception ** 7/1/2006	+5.94%	+5.07%	+2.50%
* Trailing 12 months     ** Average Annual Return