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RTGs:
AFL Contrarian Growth

Objective

This Allocation for Life folio was designed for investors seeking aggressive long-term capital growth. Orcutt believes that a “contrarian” view should not be based on going against current analyst opinions. He believes “contrarian” is defined by disagreeing with where the free market has priced a particular security or sector. Orcutt will use fundamental analysis to help identify a company’s future earnings prospects as well as the company’s ability to meet short-term debt obligations. Orcutt places a high level of emphasis on a company’s debt-to-equity ratio, current ratio, and cash burn rate.

Historical returns for this strategy can be found at the Allocation for Life website, www.allocationforlife.com. Please review the investment information to ensure that this folio meets your investment objectives today and over time as your investments and goals change.

Strategy

The Allocation for Life Contrarian Growth folio seeks long-term aggressive growth. This concentrated model will invest in individual stocks and ETFs that have been put through the Allocation for Life rigorous security selection process. The strategy implemented is based on Orcutt’s methodology to select stocks and sectors that he believes the market has priced incorrectly. A high emphasis is placed on fundamental analysis, while at the same time Orcutt re-weights the AFL Contrarian Growth folio every Monday morning based on each holdings trend line identified in their 13 week moving average. ETFs, although rarely used, will be used at times when an entire sector has sold off and Orcutt believes the selling has been overdone. The individual holdings are chosen by Orcutt using the rigorous Allocation for Life proprietary system of analyzing holdings based on pre-selected parameters.

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Folio Returns
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Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create this folio

  1. This folio was created using the Allocation for Life proprietary system methodology.
  2. Securities were selected by Jon R. Orcutt using this methodology.
  3. Securities were weighted based on each holding’s 13 week moving average.

Number of Securities

Number of Securities will vary but generally be between 30 and 40.

Update Frequency

This folio will be updated at the discretion of Jon R. Orcutt.

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.