Allocation for Life .com
The Investment Newsletter

Navigate Financial Markets
Utilizing the Proven Common
Sense Investment Strategies
of Jon R. Orcutt

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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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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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 newsletter@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.

 

 "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."

 

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 the close on 10/30/2014      
AFL Multi-Cap Growth      
Top 5 Holdings (Held Since) Ticker   Weight
Cash     7.94%
Cognizant Technology Solutions (9/17/12) CTSH   2.07%
Catamaran Corp (10/21/13) CTRX   2.06%
ServiceNow Inc (2/25/13) NOW   2.05%
RF Micro Devices Inc (6/14/13) RFMD   2.03%
       
AFL Contrarian      
Top 5 Holdings (Held Since) Ticker   Weight
GNC Holdings Inc (10/13/14) GNC   3.83%
Ross Stores Inc (7/18/14) ROST   3.53%
Nike Inc (10/25/13) NKE   3.52%
Xilinx Inc (7/23/14) XLNX   3.50%
Dick's Sporting Goods Inc (5/21/14) DKS   3.50%
       
AFL Multi-Cap Value      
Top 5 Holdings (Held Since) Ticker   Weight
Cash     6.85%
Ensco PLC (12/10/13) ESV   1.97%
Sanmina Corp (8/19/14) SANM   1.96%
Arrow Electronics Inc (7/9/12) ARW   1.95%
Hanger Inc (8/19/14) HGR   1.95% 

 

*** 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 10/30/2014Model 1Model 2Model 3S&P Index
 
YTD+3.54%+3.40%+3.20%+9.70%
12 Mo *+3.58%+3.70%+3.81%+15.91%
3 Yr **+6.64%+7.35%+8.02%+19.31%
5 Yr **+8.32%+9.52%+11.17%+16.42%
10 Yr **+7.50%+7.98%+8.35%+8.08%
Since Inception **
1/1/2000
+8.80%+9.52%+10.30%+4.04%
 

As of 10/30/2014Model 4Model 5Model 6S&P Index
 
YTD+.51%-.32%+2.14%+9.70%
12 Mo *+.80%+1.05%+2.46%+15.91%
3 Yr **+6.86%+8.80%+9.53%+19.31%
5 Yr **+8.70%+10.61%+12.25%+16.42%
10 Yr **N/AN/AN/AN/A
Since Inception **
7/1/2006
+6.42%+6.73%+6.59%+7.84%

* Trailing 12 months     ** Average Annual Return
 

Jonís Managed Stock Folios


As of 10/31/2014Multi-Cap GrowthMorningstar US Growth Index
 
YTD+16.27%+9.91%
1 Mo+2.04%+2.92%
3 Mo+4.72%+5.48%
12 Mo+26.32%+16.38%
5 YrN/AN/A
10 YrN/AN/A
Since Inception 7/9/12**+26.87%+19.40%


As of 10/31/2014Multi-Cap ValueMorningstar US Value Index
 
YTD+9.11%+5.42%
1 Mo+2.58%+1.13%
3 Mo+1.80%+1.34%
12 Mo+15.50%+11.18%
5 YrN/AN/A
10 YrN/AN/A
Since Inception 7/9/12**+24.92%+17.38%


As of 10/30/2014ContrarianS&P 500
 
YTD-.57%+9.70%
1 Mo-3.62%+1.25%
3 Mo-7.71%+3.83%
12 Mo+5.60%+15.91%
5 Yr
10 Yr
Since Inception 9/21/12**+13.26%+18.43%

** Average Annual Return Since Inception
 

 

 

Copyright ©2011 Jon R. Orcutt. All Rights Reserved.
Disclaimer:
This is not investment advice. Jon R. Orcutt is not acting as a registered investment advisor. 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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