David Korn and I created The Retirement Advisor investment letter 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. So you are not confused about my other newsletter, please read Kirk's Two Investment Letters.
For more information and a free, recent issue of "The Retirement Advisor" investment letter, see our website:
The
Retirement Advisor Portfolios
|
Dollar
Value
on 10/31/2011
|
Change
|
Model
Portfolio 1
|
$240,062
|
20.0%
|
Model
Portfolio 2
|
$248,674
|
24.3%
|
Model
Portfolio 3
|
$261,504
|
30.8%
|
DJIA
12,501.52
on 1/1/2007
|
$11,955
|
(4.4%)
|
S&P500
1,418.30
on 1/1/2007
|
$1,253
|
(11.6%)
|
The Retirement Advisor Model Portfolios all began with $200,000 on 1/1/2007
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