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The
Robinson Report |
A quick
and simple weekly
market performance report.
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Friday,
December 30, 2005
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Week
in review:
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Worst
"Five" Year - Not since 1965 has the S&P 500
returned less than 12.5% (including dividends) in any year
ending in a five. The next worst performing years were 1955 and 1985
with returns over 32%! The 2005 total return for the S&P 500 is 4.77%.........get
ready for a lot of ground to be made up in 06!
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Barrels Into Gallons
- Our country's usage of oil is equal to 2.9 gallons consumed every
day for each and every one of our nation's 297 million citizens.
Of the oil we use, 43% is for the gasoline in our vehicles,
including autos and light trucks. Americans consume 14 times as
much oil each day as does the average Chinese citizen.
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Big
Users - China makes up
20% of the world's population and is responsible for 12% of the
world's daily energy consumption. The U.S. makes up 5%
of the world's population and is responsible for 24% of its energy
consumption. This includes the use of oil, gas, electricity and coal.
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The
2005 Winners Are - International small companies +23.89% and Japan's
Nikkei Dow +40%!
ASSET
CLASS RETURNS
Portfolio
Performance REVIEW
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"I buy when other people are selling."
-- J. Paul Getty
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% change in week ending 12/30/05 |
S&P500 |
(1.56) |
US Lg Val (Russell 1000 Value) |
(1.30) |
US Sm (Russell 2000) |
(1.59) |
Intl (EAFE) |
(0.49) |
Intl Sm (EAFE Small) |
0.58 |
3-5yr Govt (Bloomberg) |
0.35 |
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% change
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Bloomberg Silicon Valley Index |
Last 12 months |
8.24 |
YTD |
8.32 |
Last 5 sessions |
(1.93) |
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% change
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Global Hedge Fund Index (12/28/05) |
Last 12 months |
2.86 |
YTD |
2.49 |
Last 5 days |
0.41 |
CONTACT
US
RCM Robinson Capital Management LLC
27 Reed Blvd, Mill Valley, CA 94941
Tel: 1.415.771.9421
Fax: 415.762.1980
Emaill
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Portfolio
Performance is calculated by the Bloomberg
Professional System on a total return basis.
Current
portfolio allocations
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Important Performance Disclosure Information
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Portfolio
Performance is the total return of seven
unique asset allocation strategies
that seek to fit the distinct needs of different investor goals,
risk tolerance levels and investment time horizon. Each
portfolio contains up to 16 individual funds totaling over 4000
securities, managed by OppenheimerFunds.
The portfolios are
designed to create efficient diversification through the
selection of lower correlating asset classes.
The purpose of these tables and charts is
for you to follow specific market indexes, observe asset class
rotation and to compare actual portfolio returns.
Portfolio Performance is the total return of
seven unique asset allocation strategies that seek to fit the
distinct needs of different investor goals, risk tolerance
levels and investment time horizon. Each portfolio contains up
to 16 individual funds totaling over 4000 securities, managed by
OppenheimerFunds.
The portfolios are designed to create efficient diversification
through the selection of mutual funds that may have a low
correlation between asset classes.
The purpose of these tables and charts is for you to follow
specific market indexes, observe asset class rotation and to
compare actual portfolio returns net of management fees.
Asset allocation strategy is available
here.
Before
investing in any of the
OppenheimerFunds, investors should
carefully consider a fund's investment objectives, risks,
charges and expenses. The fund's prospectus contains this and
other information about the fund. Read prospectuses
carefully before investing.
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S&P 500 - Standard & Poor's 500 Index (not
including dividends) - generally considered a U.S. Large Growth
company market index. |
Russell
1000 Value Index (US Lg Val) - generally considered a U.S.
Large Value company market index. |
Russell 2000 Index (US Sm)- generally considered a U.S.
Small company market index. |
EAFE - EAFE Index (Intl) (not including dividends) Europe,
Australia, Far East and generally considered a large company
international market index. |
EAFE Sm - EAFE Small Index (Intl Sm) (not including dividends)
Europe, Australia, Far East and generally considered a small company
international market index. |
Bloomberg Silicon Valley
Index - market index of high tech companies located in the Silicon
Valley area. |
Global Hedge Fund Index - representative of the overall
composition of the hedge fund universe. It is comprised of eight strategies:
convertible arbitrage, merger arbitrage, equity hedge, equity market neutral,
relative value arbitrage, event driven, distressed securities, and macro. The
strategies are asset weighted based on the distribution of assets in the hedge
fund industry.
See hedge
fund risks. |
3-5yr Treas. - Bloomberg U.S. Government Treasuries
3-5 year maturities index and generally considered a intermediate
maturity U.S. Government Note index. |
All investments involve
risk, including loss of principal. Foreign securities involve additional
risks, including foreign currency changes, political changes, foreign
taxes, and different methods of accounting and financial reporting.
The
foregoing has been prepared solely for informational purposes, and is not
an offer to buy or sell or a solicitation of an offer to buy or sell any
security or instrument or to participate in any particular trading
strategy.
The information contained herein is based on
sources and data believed reliable, but is not guaranteed. Advisory
services offered through RCM Robinson Capital Management LLC, SEC
Registered Investment Advisor. Securities offered through Securities
America, Inc., Member FINRA/SIPC. Douglas C. Robinson, Registered
Representative. RCM Robinson Capital Management LLC and Securities
America, Inc. are separate and unaffiliated.
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