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Advantage Investing, Inc. | ||
| Professional Money Management Services | |||
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Advantage Investing, Inc. |
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Investment Performance Results |
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| For the period ending 6/30/2010 | ||||||||
| Annualized Returns | ||||||||
| Since | ||||||||
| Type | YTD | 1 Year | 3 Year | 5 Year | 7 Year | 1/1/2002 | ||
| Aggressive Portfolio | -6.0% | 13.2% | -9.1% | -2.2% | 2.2% | 1.1% | ||
Benchmark |
-7.9% | 11.7% | -11.9% | -2.9% | 0.8% | 0.2% | ||
Excess Return |
1.8% | 1.4% | 2.8% | 0.7% | 1.4% | 0.9% | ||
| Moderate Portfolio | -0.6% | 17.9% | -1.7% | 2.3% | 4.1% | 6.1% | ||
Benchmark |
-1.3% | 10.3% | -2.2% | 1.3% | 2.8% | 2.7% | ||
Excess Return |
0.6% | 7.6% | 0.5% | 1.1% | 1.3% | 3.4% | ||
| Conservative Portfolio | 4.4% | 21.4% | 3.2% | 4.4% | 4.6% | 6.2% | ||
Benchmark |
-0.5% | 11.6% | -0.9% | 2.7% | 4.4% | 4.2% | ||
Excess Return |
4.9% | 9.8% | 4.1% | 1.7% | 0.3% | 2.1% | ||
| Indices | ||||||||
| S&P-500 | -7.9% | 11.7% | -11.9% | -2.9% | 0.8% | 0.2% | ||
| Total Bond Index | 5.3% | 8.9% | 7.5% | 5.4% | 4.9% | 5.2% | ||
| Equity Income Index | -6.2% | 14.3% | -9.3% | 0.0% | 3.9% | 3.2% | ||
| US T-Bill | 0.0% | 0.1% | 1.7% | 2.8% | 2.5% | 2.4% | ||
| Investment composite returns are Time Weighted Returns for all clients within each portfolio type. Returns are net of | ||||||||
| 2% annual asset management fees, as well as any other expenses incurred. Source for comparison index returns: | ||||||||
| Investor’s FastTrack, Vanguard Funds. Individual results depend on the exact asset allocation within each portfolio. | ||||||||
| Past performance cannot guarantee future results. | ||||||||
Our consolidated investment results for the period ending 6/30/2010 are shown above. In tabulating these results, we allocate all of our client accounts into one of three types: Aggressive, Moderate, and Conservative. Aggressive accounts have an allocation to stocks greater than 60%. Moderate accounts hold between 5% and 60% stocks. Finally, Conservative accounts hold no more than 5% of their assets in stocks, with the balance invested in our Bond and Current Income strategies. In order to provide a basis of comparison, each account type is also given a benchmark index. The goal for each of the account types is to outperform that benchmark on a long term basis, typically three to five years, which represents a normal investing cycle. As you can see, every one of the account types have indeed outperformed their respective benchmarks over not only the three and five year periods, but they have actually done so in every reporting period. This excess return is the benefit that our clients receive from our investment management services. |