RCM Robinson Capital Management LLC
 
  The Robinson Report           A quick and simple weekly market performance report.
Friday, December 30, 2005

 

 


Week in review:  

  • 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!

  • 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.

  • 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.

  • The 2005 Winners Are - International small companies +23.89% and Japan's Nikkei Dow +40%!


ASSET CLASS RETURNS 


  


Portfolio Performance REVIEW 

 

   
 
 

"I buy when other people are selling."
-- J. Paul Getty 

 

% 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

 

 

 

 

% change

Bloomberg Silicon Valley Index

Last 12 months

8.24

YTD

8.32

Last 5 sessions

(1.93)

 

 

% change

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

 

 

Important Performance Disclosure Information  

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.      

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.

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

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