Robert W. Colby  Asset Management    
                                                 The Relentless Pursuit of Higher Returns
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Colby Managed Account Performance:
Please click on the data sheet icon to view details for each portfolio.

Portfolio / Index                 2017 through
March
      Ave. Return
(CAGR)
      Standard
Deviation
      Strategy       Data Sheet
Discretionary Trading (Inception 6/9/2016)       3.70%       10.44%       5.42       Absolute Return       Discretionary Trading
Safety First Portfolio       5.74%       10.21%       12.74       Absolute Return       Safety First
Flex Portfolio
      0.70%       8.31%       10.73       Absolute Return       FLEX
Stocks Plus Portfolio       -3.49%       15.90%       16.27       Absolute Return       Stocks Plus
      S&P 500 Total Return       6.07%       7.38%       18.86            
     
Fixed-Income Portfolio       0.26%       7.22%       3.73       Absolute Return       Fixed-Income
      Barclays U.S. Aggregate
        Bond Index TR
      0.82%       3.62%       3.52            
               Compound Annual Growth Rate (CAGR) through current month. Std. Deviation - 2007-2016.  Fixed-Income 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.