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RTGs:
AFL Multi-Cap Growth

Objective

This folio was designed by Allocation for Life for investors seeking aggressive long-term capital growth. While 100% annual turnover will be rare in this folio, Orcutt believes that irrational short-term highs and lows can be taken advantage of as stock prices revert towards prior values. He reacts to such activity by reweighting and rebalancing the folio. Please consider the tax consequences of such trading before owning this investment in a taxable account.

Please review the investment information at www.allocationforlife.com to ensure that this folio meets your investment objectives now and as your investments and goals change over time.

Strategy

The Allocation for Life Multi-Cap Growth folio seeks long-term growth. This model will generally invest in 25 to 30 stocks that are selected using the Allocation for Life proprietary screening tools. Emphasis is placed on price, future earnings potential, year-over-years earnings per share growth, trends and sector analysis. An individual weighting process is followed with re-weighting taken into consideration as stocks move higher and lower. The individual stocks are chosen by Jon R. Orcutt using the Allocation for Life proprietary system of analyzing stocks based on pre-selected parameters.

Last Updated:

Category:
Inception Date:

Folio Returns
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Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
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 proprietary Allocation for Life methodology.
  2. Securities were selected by Jon R. Orcutt using this methodology.
  3. Securities were then weighted using criteria which place an emphasis on current and future earnings estimates, year-over-year earnings per share growth, sector trends, institutional ownership, and current valuation.

Number of Securities

Number of securities in this folio will vary but will generally be between 25 and 30.

Update Frequency

This folio will be updated at the discretion of Jon R. Orcutt. The portfolio is generally rebalanced to the target security weights monthly.

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.