HAMILTON-BATES

INVESTMENT RESEARCH INC.

 

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Managed Account Performance* As of 6/30/08

Flexible Strategic Allocation Portfolios (Balanced)

 

Annual Returns

SA1

Aggressive

SA2

Moderate

SA3

Conservative

Stock

Benchmark

S&P 500 Index

 

 Balanced Portfolio Benchmark

50/50 S&P 500 & Shearson Bond Idx

Bond

Benchmark

Shearson

Bond Index

1998 (3Q, 4Q)

7.15%

7.49%

8.23%

8.40%

 6.75%

5.09%

1999

22.01%

18.52%

8.80%

21.07%

 10.75%

0.44%

2000

(5.50%)

(2.11%)

2.82%

(9.06%)

 0.78%

10.61%

2001

(0.10%)

(0.42%)

(3.74%)

(12.02%)

 (2.02%)

7.98%

2002

(14.80%)

(12.06%)

(5.21%)

(22.15%)

 (6.43%)

9.30%

2003

28.92%

26.43%

21.29%

28.50%

 15.32%

2.15%
2004 10.17% 10.97% 11.28% 10.73% 7.74% 4.74%
2005 5.30% 5.15% 4.53% 5.16% 3.45% 1.74%
2006 13.24% 12.75% 11.53% 15.68% 10.23% 4.78%
2007 5.97% 5.55% 6.10% 4.75% 6.18% 7.60%
2008 (8.26%) (7.73%) (3.67%) (12.80%) (5.78%) 1.25%


 

Managed Account Performance*  As of 06/30/08

Tactical Allocation Portfolios

 

Annual Returns

TA1

Growth

TA5

International Growth

TA6

US Sector Equity

Growth(new)

Stock

Benchmark

S&P 500 Index

 

 Balanced Portfolio Benchmark

50/50 S&P 500 & Shearson Bond Idx

Bond

Benchmark

Shearson

Bond Index

1998 (3Q, 4Q)

21.28%

21.81%

 

8.40%

 6.75%

5.09%

1999

13.36%

45.73%

 

21.07%

 10.75%

0.44%

2000

(28.58%)

(22.37%)

 

(9.06%)

 0.78%

10.61%

2001

4.12%

(7.68%)

 

(12.02%)

 (2.02%)

7.98%

2002

(11.70%)

(6.12%)

 

(22.15%)

 (6.43%)

9.30%

2003

31.92%

26.88%

 

28.50%

 15.32%

2.15%
2004 13.56% 24.85%   10.73% 7.74% 4.74%
2005 7.91% 23.76%   5.16% 3.45% 1.74%
2006 10.82% 8.26%   15.68% 10.23% 4.78%
2007 5.41% 13.73% 11.98% 4.75% 6.18% 7.60%
2008 (5.99%) (9.11%) (3.54%) (12.80%) (5.78%) 1.25%

 

 

Hamilton-Bates

(NEW) Click here for 3 Charts showing the Growth of $10,000 Invested in 3 of our Portfolios since Inception.

 

 

Hamilton-Bates Manages Variable Annuity Portfolios 

We will create portfolios from existing VA accounts of the top companies in the industry.  We already have accounts under management at Skandia, Manulife, ING, and Ameritas to name a few.  For portfolio results of our most common Annuities through 9/30/06 click here.

 

Have Questions?  Send us an email and we'll be happy to respond.  Click here to send us an email.

 

 

Hamilton-Bates Investment Research Disclaimer

The stated returns are gross of advisory fees. The calculations of these results reflect what would have actually occurred had an investment moved according to the strategy’s respective buy and sells signals and may not reflect any particular client account. Data for the calculation of performance was obtained from sources believed reliable, but whose accuracy is not guaranteed. There may be variances in actual returns for a client’s account vs. the stated returns due to transactions that may take place in an account such as additions and/or withdrawals, trading restrictions imposed by the custodian, or account inception dates. The stated returns include the reinvestment of dividends and capital gains. All mutual funds charge shareholders internal management fees and other fees, etc. Please refer to each fund’s prospectus for details. All of the above strategies include the use of money-market funds. An investment in a money-market fund in neither insured nor guaranteed by the U.S. Government, and there can be no assurance that the fund will be able to maintain a stable net asset value of $1.00 per share. Because markets are influenced by a variety of changing conditions, future performance based on prior results should not necessarily be assumed. The period covered was of generally rising prices and may not reflect material economic and market factors that may effect the Advisor’s decisions in the future. It should be noted that the possibility of loss exists along with the potential for profit. Past performance does not guarantee future results.  Please invest only after careful consideration of your needs, objectives, and risk tolerance.