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Jon R. Orcutt is an Asset Allocation
Strategist and Author of “Master the Markets with Mutual Funds: A common Sense Guide to Investing Success”.

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Jon R. Orcutt


My top 5 holdings in each of my Allocation for Life managed stock Folios are as follows:   


As of 11/24/2015    
Multi-Cap Growth    
Top 5 Holdings (Owned Since) Ticker Weight
InvenSense Inc (5/26/15) INVN 3.50%
Constellation Brands Inc (4/10/14) STZ 3.50%
Investors Bancorp Inc (9/4/15) ISBC 3.43%
ServiceNow Inc (2/25/13) NOW 3.42%
Roper Technologies Inc (7/9/12) ROP 3.42%
Multi-Cap Value    
Top 5 Holdings (Owned Since) Ticker Weight
Methode Electronics Inc (2/23/15) MEI 2.69%
Devon Energy Corp (6/5/14) DVN 2.68%
United Therapeutics Corp (11/4/15) UTHR 2.66%
PacWest Bancorp (9/4/15) PACW 2.65%
American Axle & Mfg Holdings Inc (2/5/15) AXL 2.65%
Contrarian Growth    
Top 5 Holdings (Owned Since) Ticker Weight
SolarCity Corp (12/2/14) SCTY 2.15%
Chart Industries Inc (9/4/15) GTLS 2.15%
Kirby Corp (9/4/15) KEX 2.12%
Keurig Green Mountain Inc (9/4/15) GMCR 2.12%
Kinder Morgan Inc (11/11/15) KMI 2.11%

*** Due to market performance and a strict adherence to Jon's proprietary Allocation for Life 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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These are hypothetical illustrations that represent 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 11/18/2015Model 1Model 2Model 3S&P Index
12 Mo *-1.66%-3.64%-6.68%+3.85%
3 Yr **+4.11%+4.83%+5.40%+16.98%
5 Yr **+4.75%+4.99%+5.01%+14.07%
10 Yr **+6.39%+6.36%+6.04%+7.04%
Since Inception **

As of 11/18/2015Model 4Model 5Model 6S&P Index
12 Mo *-3.71%-5.02%-5.58%+3.85%
3 Yr **+2.83%+4.91%+6.75%+16.98%
5 Yr **+5.04%+6.08%+6.74%+14.07%
10 Yr **N/AN/AN/AN/A
Since Inception **

* Trailing 12 months     ** Average Annual Return

Jon’s Managed Stock Folios

As of 11/25/2015Multi-Cap GrowthMorningstar US Growth Index
1 Mo+.41%+2.07%
3 Mo+4.19%+7.79%
12 Mo+5.35%+6.62%
3 Yr+19.22%+17.01%
5 YrN/AN/A
10 YrN/AN/A
Since Inception 7/9/12**+19.44%+15.99%

As of 11/25/2015Multi-Cap ValueMorningstar US Value Index
1 Mo+1.71%+.48%
3 Mo+6.99%+7.24%
12 Mo+.18%-3.53%
3 Yr+17.12%+10.96%
5 YrN/AN/A
10 YrN/AN/A
Since Inception 7/9/12**+16.35%+10.98%

As of 11/25/2015ContrarianS&P 500
1 Mo+1.51%+1.10%
3 Mo+9.49%+8.24%
12 Mo-2.84%+2.88%
3 Yr+9.31%+16.55%
5 Yr
10 Yr
Since Inception 9/21/12**+8.75%+14.33%

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

Select Sector Folio
As of 11/23/2015


S&P 500
1 Mo+1.88%+.78%
3 Mo+9.35%+10.82%
12 Mo+2.67%+2.96%
5 Yr
10 Yr
Since Inception 1/1/2014**+14.48%+8.83%

The Allocation for Life 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 Allocation for Life Models are Funded***

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Copyright ©2011 Jon R. Orcutt. All Rights Reserved.
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 Allocation for Life Advisory Group, LLC. The newsletter is free for all to enjoy.  The Allocation for Life 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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