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.

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Subscriber Alerts

My June historical sector analysis has been published: http://allocationforlife.blogspot.com/2013/05/june-historical-s-500-and-sector_28.html

 6/5/13: I reduced my cash position inside of my AFL Contrarian Folio and added shares of Dean Foods (DF) at a weighting of 3.5%.

6/10/13: I reweighted both my AFL Multi-Cap Growth and AFL Multi-Cap Value Folios based on 13 week moving average trends.

6/12/13: I added shares of Edwards Lifesciences (EW) to my AFL Contrarian Folio

6/14/13: I reduced my weighting in shares of American Tower (AMT) and Onyx Pharmaceuticals (ONXX) and added RF Micro Devices (RFMD) to my AFL Multi-Cap Growth Folio.

6/14/13: Inside of my AFL Multi-Cap Value Folio I added shares of Potash Corp (POT) and reduced my cash position.

"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."

Risk-Free Rate as of 6/17/13 = .05%

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 06/17/2013	Model 1	Model 2	Model 3	S&P Index
YTD	+2.94%	+4.46%	+5.84%	+16.08%
12 Mo *	+10.32%	+13.05%	+15.94%	+24.66%
3 Yr **	+8.59%	+9.57%	+10.68%	+16.08%
5 Yr **	+7.47%	+6.98%	+5.59%	+6.50%
10 Yr **	+8.46%	+9.33%	+10.31%	+7.13%
Since Inception ** 1/1/2000	+9.16%	+9.85%	+10.56%	+2.74%

 

As of 06/17/2013	Model 4	Model 5	Model 6	S&P Index
YTD	+2.80%	+6.71%	+7.99%	+16.08%
12 Mo *	+11.60%	+17.28%	+20.29%	+24.66%
3 Yr **	+9.92%	+11.80%	+12.84%	+16.08%
5 Yr **	+6.69%	+6.56%	+5.087	+6.50%
10 Yr **	N/A	N/A	N/A	N/A
Since Inception ** 7/1/2006	+6.92%	+6.98%	+6.46%	+5.99%
* Trailing 12 months     ** Average Annual Return