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Jon R. Orcutt is an Asset Allocation
Strategist, Author and President of the AFL Advisory Group, LLC

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"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."

"Allocation for Life is a place for me to get my thoughts out; educate investors, and a place which offers transparency with a complete view of my investment decisions."

Jon R. Orcutt

 

My AFL Multi-Cap Growth, AFL Multi-Cap Value and AFL Contrarian Folio returns can be found on the right side of this page.

 

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

 

As of 5/21/2015    
AFL Multi-Cap Growth    
Top 5 Holdings (Held Since) Ticker Weight
Cash   9.57%
GoPro Inc (8/12/14) GPRO 2.48%
The Habit Restuarants Inc (11/26/14) HABT 2.47%
Qorvo Inc (6/14/13) QRVO 2.46%
Centene Corp (5/13/15) CNC 2.44%
     
AFL Multi-Cap Value    
Top 5 Holdings (Held Since) Ticker Weight
Cash   8.47%
Chicago Bridge & Iron Co (9/11/14) CBI 2.71%
Leucadia National Corp (12/4/13) LUK 2.69%
Apple Inc (4/23/13) AAPL 2.64%
Celanese Corp (9/12/12) CE 2.63%
     
AFL Contrarian    
Top 5 Holdings (Held Since) Ticker Weight
Cash   9.44%
Precision Drilling Corp (1/6/15) PDS 3.62%
Alibaba Group Holding Ltd ADR (1/30/15) BABA 3.57%
Terex Corp (4/28/15) TEX 3.46%
Cameron International Corp (11/11/14) CAM 3.44%

 

*** Due to market performance and a strict adherence to Jon's proprietary AFL rebalancing and re-weighting system, Jon's 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 05/18/2015Model 1Model 2Model 3S&P Index
 
YTD+3.17%+3.51%+4.41%+4.21%
12 Mo *+3.56%+3.50%+3.84%+15.24%
3 Yr **+7.24%+8.80%+10.83%+20.57%
5 Yr **+7.29%+8.26%+9.52%+16.24%
10 Yr **+7.31%+7.73%+8.13%+8.23%
Since Inception **
1/1/2000
+8.67%+9.38%+10.18%+4.41%
 

As of 05/18/2015Model 4Model 5Model 6S&P Index
 
YTD+2.52%+3.91%+7.44%+4.21%
12 Mo *+1.41%+1.97%+6.28%+15.24%
3 Yr **+6.84%+9.93%+13.46%+20.57%
5 Yr **+7.59%+9.40%+11.48%+16.24%
10 Yr **N/AN/AN/AN/A
Since Inception **
7/1/2006
+6.26%+6.70%+7.08%+8.27%

* Trailing 12 months     ** Average Annual Return
 

Jonís Managed Stock Folios


As of 05/22/2015Multi-Cap GrowthMorningstar US Growth Index
 
YTD+10.77%+8.05%
1 Mo+1.85%+.38%
3 Mo+3.61%+1.67%
12 Mo+19.09%+19.83%
5 YrN/AN/A
10 YrN/AN/A
Since Inception 7/9/12**+24.70%+20.26%


As of 05/22/2015Multi-Cap ValueMorningstar US Value Index
 
YTD+5.75%+2.65%
1 Mo+.38%+1.10%
3 Mo+2.71%+1.29%
12 Mo+10.88%+9.01%
5 YrN/AN/A
10 YrN/AN/A
Since Inception 7/9/12**+21.65%+17.96%


As of 05/22/2015ContrarianS&P 500
 
YTD+14.92%+4.34%
1 Mo+3.70%+1.31%
3 Mo+10.23%+1.48%
12 Mo+12.98%+14.90%
5 Yr
10 Yr
Since Inception 9/21/12**+15.23%+17.72%

** Average Annual Return Since Inception
***All Return Data is Tracked By Folio Institutional where the AFL Models are Funded***


Select Sector Folio
As of 05/18/2015

Model1

S&P 500
 
YTD+7.43%+4.21%
1 Mo-1.59%+2.50%
3 Mo+.51%+1.99%
12 Mo+21.65%+15.24%
5 Yr
10 Yr
Since Inception 1/1/2014**+25.61%+13.09%

The AFL Select Sector Folio is weighted each month based on the results of Jon's historical sector analysis published each month in the Allocation for Life Investment Newsletter

** Average Annual Return Since Inception
***All Return Data is Tracked By Folio Institutional where the AFL Models are Funded***
 

 

 

Copyright ©2011 Jon R. Orcutt. All Rights Reserved.
Disclaimer:
This newsletter website is not investment advice. Jon R. Orcutt is not acting as a registered investment advisor with this newsletter website and his opinions do not reflect that of the AFL Advisory Group, LLC. The newsletter is free for all to enjoy.  The AFL model returns shown on this website are personally funded by Mr. Orcutt and the return data is provided by Folio Institutional where they are held. Under no circumstances should any content from this website be used or interpreted as a recommendation for any investment. Any investment decisions must in all cases be made by the reader or by his or her registered investment advisor. This is strickly to teach the power of asset allocation, provide a rational view of the markets, and should be used for educational purposes only.
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