McCracken & Company (MAC) is a fee-only registered investment adviser based in Dallas, TX. We provide investment advisory services to individual investors, 401k plans and institutions. Our investment process is an active approach that involves a blend of strategic asset management and tactical asset allocation.
MAC'S PORTFOLIO PERFORMANCE REPORTING
| YTD Returns as of 12/31/09 | 2009 | 2008 | 2007 | 2006 |
| Core Portfolio | 4.8% | (8.0%) | 12.5% | 7.5% |
| Focus Portfolio | 16.7% | (7.3%) | 11.0% | N/A |
| Dynamic L/S Portfolio | 27.2% | 58.2% | 23.4% | N/A |
| S&P 500 (VFINX) | 26.5% | (37.6%) | 5.4% | 15.6% |
| Benchmark | 19.8% | (20.0%) | 8.5% | 8.0% |
For information about Our Portfolios, click here for our Asset Management page.
If you would like to discuss your portfolio or our servcies, please contact us.
PERFORMANCE REPORTING DISCLAIMER:
Performance figures are calculated by averaging the performance of all accounts assigned to each respective model portfolio. Returns are net of all fees and expenses. Client accounts will not be used in the calculation of returns if the account holds securities outside of the investment adviser's model. We seek to minimize variance in account performance, but some performance dispersion is inevitable.
Benchmark: We use Scott Burn's Couch Potato Portfolio as our benchmark which is invested 50% in the Vanguard Total Market Index Fund (VTSMX) and 50% in the Vanguard Inflation-Protected Bond Fund (VIPSX). According to Mr. Burns, no investment adviser will beat this benchmark over a period of time and only 25% will beat it on an annual basis.
