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Arbor Asset Allocation Model Portfolio (AAAMP)

Arbor Investment Planner

Arbor Asset Allocation Model Portfolio (AAAMP)

Annual Performance

The AAAMP finished 2011 at another all-time high. While the S&P 500 is still 20% below it's 2007 all-time high the AAAMP has been reaching successive all-time highs since June of 2009.  

 A $500,000 investment in the AAAMP on 1/1/2000 would be worth $1,182,500 on 12/31/2011 versus $534,000 in the S&P500 (including reinvesting dividends).


 

AAAMP Performance Since 2010



 

Year AAAMP $500,000 S&P500 $500,000
2000 +4.6% $523,000 <9.2%> $454,000
2001 +2.5% $536,075 <11.9> $399,974
2002 +0.3% $537,683 <22.1%> $311,580
2003 +18.3% $636,079 +28.7% $401,003
2004 +3.2% $656,434 +10.9 $444,712
2005 +9.3% $717,482 +4.9% $466,503
2006 + 15.4% $820,800 +15.8% $540,211
2007 + 12.7% $925,041 +5.5% $569,923
2008 <2.0%> $906,540 <37.0> $359,051
2009 +20.4% $1,091,475 +26.5% $454,200
2010 +5.4% $1,160,470 +15.1% $522,784
2011  +1.9%  $1,182,500    +2.1% $534,000
         
         
         
         
         

                                                                                                                          

                                   AAAMP VS. S&P500 Total Returns:

  AAAMP S&P 500
1 year  +   1.9% +   2.1%
2 year +    7.5 + 17.6%
5  year  +  42.8% <   0.1% >
10 year +120.6% +  33.5%
1/01/2000-(Life) +136.0% +    6.8%


 

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About

Ken Faulkenberry - The Arbor Investment Planner Ken Faulkenberry is the founder of the Arbor Investment Planner and AAAMP Blog. As portfolio manager of the Arbor Asset Allocation Model Portfolio (AAAMP) he relies on his 25 years of investment management experience and extensive education including an MBA from the University of Southern California with an emphasis in Investments.

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28315 Whispering Maple Way
Spring, TX 77386
KenFaulkenberry@AAAMP.com
281-719-8904


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The information contained in the Arbor Investment Planner and the AAAMP Blog is general information or for entertainment purposes only and does not constitute investment advice. The Arbor Investment Planner does not act as an investment advisor, or advocate the purchase or sale of any security or investment.

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