KirkLindstrom.com - The Retirement Advisor Newsletter - Performance  
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Performance
 

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The Retirement Advisor was created specifically to address the concerns of the mature investor – someone who is seeking quality bonds, CDs, and other fixed income instruments as well as individuals who want to keep abreast of the stock market as part of a balanced approach to investing. Our newsletter is published once a month and is designed to provide individuals approaching or in retirement with a resource to assist them with formulating a retirement portfolio strategy.

Retirement Advisor Model Portfolio Performance
Retirement Advisor Model Portfolio Performance

Performance by Year and APR (Annualized Percent Return):

The Retirement Advisor Portfolio Performance By Year Through June 30, 2015
Model
Portfolio
2015 YTD 2014 2013 2012 2011 2010 2009 2008 2007 Combined 2007 to 2015 YTD APR Through 6/30/15
#1
Aggressive
1.84% 4.4% 12.5% 10.1% 0.5% 10.9% 19.7% (18.2%) 9.5% 57.3% 5.5%
#2
Moderate Risk
1.27% 3.2% 7.2% 7.1% 2.2% 8.4% 13.2% (8.7%) 8.5% 48.9% 4.8%
#3:
Conservative
0.42% 1.4% (1.8%) 2.8% 4.8% 5.5% 5.5% 3.7% 8.3% 34.7% 3.6%


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