John Buckingham

John Buckingham

AFAM CAPITAL, INC
Last update 2018-11-14 155 Stocks (7 new)
Value $718.00 Mil Turnover 4 %
Top Holdings:
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John Buckingham Profile

John Buckingham is the Chief Investment Officer of AFAM Capital and is the editor of The Prudent Investor, an investment newsletter. AFAM Capital specializes in managing exchange-traded funds and equity portfolios. Business Address: PO BOX 1438 LAGUNA BEACH CA 92652 9494977657

John Buckingham Investing Philosophy

The Al Frank division uses a “buy and harvest” long-term equity strategy. The Innealta division shifts investments between ETFs of various asset management classes with emphasis on risk.
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Performance of Al Frank Fund

Year Return % S&P500 % Excess Gain %
2019 25.46 30.58 -5.1
2018 -8.06 -4.57 -3.5
2017 17.76 21.7 -3.9
3-Year Cumulative (2017-2019) 35.83 (10.75/Year) 51.65 (14.89/Year) -15.82 (-4.14/Year)
2016 15.62 12 3.6
2015 -6.36 1.24 -7.6
5-Year Cumulative (2015-2019) 47.06 (8.02/Year) 71.96 (11.45/Year) -24.88 (-3.41/Year)
2014 5.47 13.46 -8
2013 37.06 32.31 4.8
2012 17.26 15.99 1.3
2011 -4.6 1.9 -6.5
2010 18.61 15.05 3.6
10-Year Cumulative (2010-2019) 182.07 (10.93/Year) 251.03 (13.38/Year) -68.96 (-2.45/Year)
2009 35.02 26.35 8.7
2008 -43.6 -36.79 -6.8
2007 4.05 5.15 -1.1
2006 10.09 15.84 -5.8
2005 11.06 4.83 6.2
15-Year Cumulative (2005-2019) 173.27 (6.93/Year) 257.98 (8.87/Year) -84.71 (-1.92/Year)
2004 15.83 10.7 5.1
2003 77.97 28.18 49.8
2002 -25.99 -21.58 -4.4
2001 29.74 -11.76 41.5
2000 7.13 -9.75 16.9
20-Year Cumulative (2000-2019) 479.47 (9.18/Year) 217.22 (5.94/Year) 262.25 (3.24/Year)
1999 60.42 20.38 40

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