RCM Robinson Capital Management LLC
  The Robinson Report           A quick and simple weekly market performance report.
Monday, October 29, 2007


Week in review:   
  • The Markets  –  Investors took heart in strong earnings reports from individual companies, helping markets recover some of the ground in the Oct. 19 sell off. Despite housing lows and oil highs, the Dow managed to gain 2.11 percent to close at 13,806.70. The S&P added 2.31 percent to finish at 1,535.28, and the NASDAQ rose 2.90 percent to end the week at 2,804.19.  

  • All The Stocks From a total U.S. stock market capitalization of $2.3 trillion following the losses of Oct. 19, 1987 (Black Monday), the total value of U.S. stocks has rebounded to $18.7 trillion today, an annual growth rate of 11 percent over the past two decades (Source: Wilshire, San Jose Mercury News, New York Stock Exchange). 

  • Budget Results President Bush’s budget (made public on Feb. 6, 2006) for fiscal year 2007 (i.e., the 12 months ending Sept. 30, 2007) called for the government to spend $2.77 trillion and incur a $354 billion deficit. The actual numbers were $2.73 trillion of spending (or 1.4 percent less than projected) and a $163 billion deficit, or 54 percent less than originally estimated (Source: Treasury Department, White House).

  • More and More The combined cost of Social Security, Medicare and Medicaid will double as a percentage of our nation’s gross domestic product (GDP) from now through the year 2045. The cost of the three government programs is projected to rise as a percentage of GDP from 9 percent to 18 percent. (Source: Center for Retirement Research, Government Accountability Office).      

ASSET CLASS RETURNS (see disclosures below)  


Portfolio Performance REVIEW (see disclosures below)  




"When humor goes, there goes civilization."
--Erma Bombeck


% change in week ending 10/26/07



US Lg Val (Russell 1000 Value)


US Sm (Russell 2000)


Intl (EAFE)


Intl Sm (EAFE Small)


3-5yr Govt (Bloomberg)



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The goal of RCM Robinson Capital is to successfully advise public institutions and private investors regarding their institutional fixed income and investment needs.

For more information, please call 1-415-771-9421.


% change

Bloomberg Silicon Valley Index

Last 12 months




Last 5 sessions




% change

Global Hedge Fund Index  (10/24/07)

Last 12 months




Last 5 days



RCM Robinson Capital Management LLC
27 Reed Blvd, Mill Valley, CA 94941
Tel: 1.415.771.9421
Fax: 415.762.1980

Weekly Market Review by OppenheimerFunds

Oppenheimer shareholder log-in















Portfolio Performance is calculated by the Bloomberg Professional System on a total return basis. Current portfolio allocations


Important Performance Disclosure Information

Asset Class returns are represented by market indexes that are unmanaged baskets of securities. Investors cannot directly invest in market indexes. Foreign securities involve additional risks, including foreign currency changes, political risks, foreign taxes and different methods

of accounting and financial reporting.

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.     

Performance quoted is past performance and cannot guarantee comparable future results. Performance figures reflect reinvestment of distributions and changes in net asset value (NAV). Investment return and principal value will vary so that you may have a gain or loss when you sell shares. The contingent deferred sales charge (CDSC) on Class C is 1%. No CDSC will be imposed on redemptions of Class C shares following one year from date shares were purchased. Performance shown does not include applicable CDSC, which would have reduced performance.


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.      

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.

Asset Class - a group of investments that share similar risk and return characteristics.

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.

RCM Robinson Capital Management LLC, Securities America, Inc, 27 Reed Boulevard, Mill Valley, CA 94941

(phone) 415-771-9421       (fax) 415-762-1980