R.O.I.'S INVESTMENT
RETURNS – It is very important to keep in mind that ROI’s investment
management objectives are to:
(1) Participate in Up Markets; and,
(2) Control participation in Down Markets; (not
to beat some popular index) because accomplishing both of these objectives makes it easier for clients to:
(a) Reach their long-term investment accumulation needs; and,
(b) "Sleep better" in
the mean time.
The chart below, that reflects the actual IRR% of the "unmanaged"
Vanguard S&P 500 mutual fund in a client’s portfolio and ROI’s most common client allocation for the 1/1/99-8/18/03
period, illustrates the tremendous benefit of accomplishing both of the above objectives: 
R.O.I.
Typical Portfolio Returns* | YEARLY | YEARLY | ACCUMULATED | ACCUMULATED | YEAR | % RETURN | $ RETURN** | % RETURN | $
RETURN** |
1995 *** | 24.66% | $24,660 | 24.66% | $124,660 | 1996 | 15.49% | $19,310 | 20.08% | $143,970 | 1997 | 17.99% | $25,900 | 19.38% | $169,870 | 1998 | 10.39% | $17,649 | 17.13% | $187,520 | 1999 | 32.42% | $60,794 | 20.19% | $248,313 | 2000 | -1.99% | ($4,941) | 16.49% | $243,372 | 2001 | -4.91% | ($11,950) | 13.44% | $231,422 | 2002 | -7.32% | ($16,940) | 10.84% | $214,482 | 2003 | 30.81% | $66,082 | 13.06% | $280,564 | 2004 2005 2006 2007 | 10.95% 10.00% 16.42% 13.68% | $30,722 $31,129 $56,225 $54,534 | 12.85% 12.59% 12.91% 12.97% | $311,286 $342,415 $398,640 $453,173 |
* Based upon most common client allocation, in actual client's IRA account that has no new contributions or withdrawals
besides the initial lump sum contribution. There can be no assurance
that these returns will be obtained in the future -- all ROI can promise is our best efforts to Participate in Up Markets and Control Participation in Down Markets. **
Assumes $100,000 Initial Investment
***
Annualized IRR% for 2/28/1995-12/31/1995 period.
351 East 140 North , Lindon, UT 84042-2004
Phone:
801.785.3254 Fax: 801.785.3244 Email: ronolson@itsnet.com |
 |
|
|
|
|
|
|
|
|
|