Our Perfomance This Period

October 16th - 31st 2009

100%+ Portfolio Gain in Under 10 Months

 

In this tough 2009 investment market, our Aggressive Growth Portfolio achieved 100% -- growning an initial $10,000 to $20,123 in less than 10-months (January 1st to October 27th, 2009). In contrast, the S&P 500 Index grew to $11,412 over the same time.
Look at our performance chart on the right. Performance like
this is supposed to be risky. One would expect our chart to be full of account value ups and downs like the S&P 500 is. What happened to ours? There are no big drops in value! Do we have a better way-with less risk-to build account balances with less risk?
Click here to view the investment methods we use that are producing bigger account balances for our clients today.



 

RISK: Only ⅓ the risk of the S&P 500

 

The S&P 500's lowest value was -5.5% less than its beginning value. In contrast, the Account Builder Aggressive Growth's lowest value was only -1.7% less than its beginning value for this period.

 

Smaller drawdowns indicate the investment manager's ability to cut risk.



Click the image to englarge

Crescive Financial compared to S&P 500 over the past 10 months. Last fifteen days are highlighted in yellow.


Portfolio Changes

Our actively managed Account Builder portfolio's allocation has changed 38 times during 2009; of these, 27 have resulted in added portfolio profits. Of the total portfolio changes, 71.1% have been profitable.



Look at the numbers above. Taken from the worst performing 15 day period this year, it's easy to see that the S&P 500's worst period loss was -11.1% of their portfolio; our investment skills, however, allowed us to limit our losses in any 15 day period to just -2.5%.
As if our much lower risk weren't enough, take a look at the percentage gained. We earned almost double what the S&P made in our best period this year, just as we consistently have for the past 10 months.
Because we check our allocations daily, we can make changes whenever necessary to protect our client's accounts. Crescive Financial is doing something different -- and it's working!



Our Barometer

Our 15 day performance was 8.0% better than that of the S&P 500 during the second half of October; difference between our 2.5% gain and the S&P 500's 5.5% loss. Our client's account growth well exceeded our S&P 500 Index's, which is one of our constant goals.

Our second goal is avoiding potential losses. Our account drawdown (the lowest value since the beginning of the period) was only ⅓ of the Index's.

We continue to believe that the US equity market may be topping out and preparing to turn down. In this period, the Domestic Small- and Mid-Cap equities showed considerable weakness and underperformed the Domestic Large Cap issues. Weakness in the smaller companies can be an indicator of a coming downturn in the US market. However, the weakness in the US Dollar appears to be overcoming any equity weakness and pushing the equity markets higher. Of course, the dollar weakness may be building another stock market bubble. The Fed, we think, is not going to worry about that this year and let the dollar continue to slide. Hopefully, they can deal with these problems gently next year.

No matter what the market does, by daily reviewing the market indicators, we can act quickly when necessary to protect our clients' account balances.




Click to enlarge
Crescive Financial's performance compared to three leading indexes

Aggressive Growth: +101.5%
NASDAQ Composite: +25.3%
S&P 500: +11.2%
Berkshire Hathaway: -1.0%




Contact Us Today For More Information!
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Crescive Financial does not guarantee any investment result. Past performance does NOT predict future results.