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.

Allocation   /   Index                                               2017 through
July
      Ave. Return
(CAGR)
      Standard
Deviation
      Strategy       Data Sheet
Colby Aggressive Allocation       4.19%       10.76%       9.58       Absolute Return        
Colby Moderately Aggressive Allocation       3.34%       9.67%       8.22       Absolute Return        
Colby Moderately Conservative Allocation       2.32%       8.15%       6.16       Absolute Return        
Colby Conservative Allocation       -0.43%       6.74%       3.48       Absolute Return        
      S&P 500 Total Return       11.59%       7.66%       18.86            
      Barclays U.S. Aggregate
        Bond Index TR
      2.71%       3.71%       3.52            
     
Core Portfolios                                                                                                                      
Discretionary Trading (+7.71% since inception 6/9/2016)       3.08%       6.72%       5.13       Absolute Return       Discretionary Trading
Safety First Portfolio       7.36%       10.03%       13.53       Absolute Return       Safety First
Flex Portfolio
      4.33%       8.40%       10.72       Absolute Return       FLEX
Stocks Plus Portfolio       1.63%       15.93%       16.27       Absolute Return       Stocks Plus
Fixed-Income Portfolio       -2.0%       6.57%       3.73       Absolute Return       Fixed-Income
     
               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.