Robert W. Colby  Asset Management    
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Colby Managed Account Performance:
Please click on the data sheet icon to view details for each portfolio.

Portfolio / Index  / Allocation                     2017 through
May
      Ave. Return
(CAGR)
      Standard
Deviation
      Strategy       Data Sheet
Discretionary Trading (+8.07% since inception 6/9/2016)       3.43%       8.29%       5.13       Absolute Return       Discretionary Trading
Safety First Portfolio       6.97%       10.17%       13.53       Absolute Return       Safety First
Flex Portfolio
      3.90%       8.50%       10.72       Absolute Return       FLEX
Stocks Plus Portfolio       2.40%       16.29%       16.27       Absolute Return       Stocks Plus
      S&P 500 Total Return       8.66%       7.51%       18.86            
     
Fixed-Income Portfolio       -0.01%       7.01%       3.73       Absolute Return       Fixed-Income
      Barclays U.S. Aggregate
        Bond Index TR
      2.38%       3.75%       3.52            
     
Colby Aggressive Allocation       4.38%       11.40%       9.58       Absolute Return        
Colby Moderately Aggressive Allocation       3.71%       9.95%       8.22       Absolute Return        
Colby Moderately Conservative Allocation       2.92%       8.43%       6.16       Absolute Return        
Colby Conservative Allocation       1.08%       7.11%       3.48       Absolute Return        
               Compound Annual Growth Rate (CAGR) through current month. Std. Deviation - 2007-2016.  Fixed-Income and all allocations Std. Deviation 2010-2016.  Discretionary Trading Std. Deviation through current month.
               See product data sheets for specific dates each portfolio was traded and/or back tested.