Robert W. Colby  Asset Management    
                                                 The Relentless Pursuit of Higher Returns

  
    
     Performance   Advisors   Research Reports    Individuals    Investing Methodology    Research Study    Presentations    Dow Theory    Fees     Get Started     Press     About    Contact  
Colby Managed Account Performance:
Please click on the data sheet icon to view details for each portfolio.

Allocation   /   Index                                               2019 through
September
     
2018
      Ave. Return
(CAGR)
      Standard
Deviation
      Strategy       Data Sheet
Colby Aggressive Allocation       16.03%       9.08%       11.15%       8.49       Absolute Return        
Colby Moderately Aggressive Allocation       15.45%       7.64%       10.09%       7.33       Absolute Return        
Colby Moderately Conservative Allocation       14.65%       5.74%       8.62%       5.58       Absolute Return        
Colby Conservative Allocation       12.83%       1.45%       6.83%       4.07       Absolute Return        
      S&P 500 Total Return       20.55%       -4.38%       8.25%       17.95            
      Barclays U.S. Aggregate
        Bond Index TR
      8.52%       0.01%       3.83%       3.28            
     
Core Portfolios                                                                                                                      
Safety First Portfolio       15.71%       9.61%       10.34%       11.86       Absolute Return       Safety First
Flex Portfolio
      16.19%       9.35%       9.18%       9.71       Absolute Return       FLEX
Stocks Plus Portfolio       16.25%       8.68%       15.43%       15.35       Absolute Return       Stocks Plus
Fixed-Income Portfolio       12.05%       -0.51%       6.40%       4.81       Absolute Return       Fixed-Income
Discretionary Trading       14.78%       2.05%       7.17%       6.83       Absolute Return      
     
               Compound Annual Growth Rate (CAGR) through current month. Std. Deviation - 2007-2018.  Fixed-Income and all allocations Std. Deviation 2010-2018.  Discretionary Trading Std. Deviation through current month.
               See product data sheets for specific dates each portfolio was traded and/or back tested.