Welcome to the Allocation For Life Investment Newsletter!

My goal is to provide individual investors with actionable investment 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.

AFL Newsletter subscribers not only receive a monthly newsletter to keep them on track, but they also receive the ability to own and follow my personal strategies in self-directed accounts at Folio Investing.  When I make a move, subscribers are alerted and they have the ability to make the same move in their self-directed accounts. Following professional strategies, on your own terms, does not have to cost you a fortune in fees.

Subscriber Alerts!

Free 3 Month Subscription to the Allocation for Life Investment Newsletter with proof of purchase of Jon's book!  Please email your proof of purchase to jon@allocationforlife.com to receive your free 3 month subscription.  See the FAQs section for more details on what additional benefits are included with the newsletter subscription.

Subscriber Alerts

5/13/13:  Reweighted and added 4 new holdings (CBST, WAT, TIBX,CVA) to my AFL Multi-Cap Growth Folio.

5/14/13: Reweighted and added 2 new holdings (DGX and DLR) to my AFL Multi-Cap Value Folio.

5/17/13: I rebalanced all 3 of my managed equity Folio's this morning.

"Anyone can make money in an up market.  You just have to throw a dart.  The real trick is not giving it back when we fall off a cliff."

The top 5 holdings in each of my AFL managed equity Folios are as follows: 

  *** Due to market performance and a strict adherence to my proprietary AFL rebalancing and re-weighting system, my top five holdings can change on a regular basis*** *

Jon R. Orcutt
Founder of Allocation For Life

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  May 10, 2012
  New for Members

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

Models

These returns represent that of my six investment strategies outlined in my book "Master the Markets with Mutual Funds: A Common Sense Guide To Investing Success".  Order your copy today to discover how I achieved this long-term success.

As of 05/20/2013	Model 1	Model 2	Model 3	S&P Index
YTD	+5.24%	+6.87%	+8.46%	+17.81%
12 Mo *	+14.30%	+17.52%	+21.28%	+29.51%
3 Yr **	+10.47%	+11.92%	+13.80%	+17.78%
5 Yr **	+7.28%	+6.80%	+5.47%	+6.03%
10 Yr **	+9.20%	+10.23%	+11.41%	+8.27%
Since Inception ** 1/1/2000	+9.40%	+10.10%	+10.83%	+2.87%

 

As of 05/20/2013	Model 4	Model 5	Model 6	S&P Index
YTD	+4.89%	+8.48%	+11.29%	+17.81%
12 Mo *	+15.63%	+21.39%	+26.65%	+29.51%
3 Yr **	+11.84%	+13.95%	+16.14%	+17.78%
5 Yr **	+6.52%	+6.26%	+5.08%	+6.03%
10 Yr **	N/A	N/A	N/A	N/A
Since Inception ** 7/1/2006	+7.32%	+7.32%	+7.00%	+6.28%
* Trailing 12 months     ** Average Annual Return