Byrne Asset Management LLC
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About Us
    Philosophy
    Tom Byrne
   Art Ernst
Investment Process
    Understand client
   Look everywhere
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      Selection example
      The Prime Box
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Performance
    Quarterly numbers
   Growth in assets
   Return versus risk
   Advanced statistics

Managed Accounts
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   Risk tolerance

 Retirement Plans
    Our platform
    Model portfolios
    Model portfolio funds
   Model portfolio stats
   Choosing funds
    Risk questionnaire

 Education
    Asset allocation
    Growth / value
    Capitalization
    Rebalancing
   Risk-investment
    Risk-inflation
  
Letters to Clients
  
 Contact

©2008 Byrne Asset Management, LLC. All rights reserved.

Performance

Byrne Asset Management versus Benchmark

  Byrne S&P 500 Byrne S&P 500
2001   -2.17% -12.06% Cumulative from 1/1/2001 Cumulative from 1/1/2001
Q I  -9.60  -11.90      -9.60%   -11.90%
Q II  11.10     5.80    0.43  -6.79
Q III -17.10  -14.70 -16.74 -20.49
Q IV  17.50   10.60   -2.17 -12.06

2002  -16.11% -22.14% Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I   4.56   0.24     2.29%   -11.85%
Q II -10.24 -13.43  -8.18 -23.69
Q III -15.47 -17.22 -22.39 -36.83
Q IV   5.75   8.39 -17.93 -31.53

2003   49.44% 28.50% Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I  -1.61  -3.19  -19.25%   -33.72%
Q II  23.83  15.39  0.00 -23.51
Q III   8.36   2.60  8.35 -21.53
Q IV  13.20 12.12 22.65 -12.02

2004   10.53% 10.73% Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I   3.62  1.66   27.10%   -10.55%
Q II  -0.71  1.68 26.20   -9.05
Q III  -1.44 -1.91 24.38 -10.79
Q IV   9.00  9.21 35.57   -2.57

2005   7.97% 4.79% Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I  -1.37 -2.16   33.72%   -4.68%
Q II   2.66  1.32 37.27 -3.42
Q III   5.94  3.58 45.42 -0.04
Q IV   0.66  2.05 46.38  2.09

2006 10.86% 15.64% Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I  6.83  4.18   56.38%    6.36%
Q II -4.54 -1.48 49.28  4.78
Q III 1.79  5.62 51.96 10.67
Q IV  6.79  6.67 62.28 18.05

2007 6.92% 5.39% Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I 1.41 0.60   64.57%   18.76%
Q II 6.50 6.24 75.26 26.17
Q III 2.98 2.03 80.33 28.73
Q IV -3.79 -3.36 73.50 24.41

2008     Byrne Cumulative from 1/1/2001 S&P 500 Cumulative from 1/1/2001
Q I -9.82  -9.45%   56.42%    12.63%
Q II        
Q III        
Q IV        

Past performance is not necessarily indicative of future performance. Results for individual clients may vary. Results are not audited. Byrne Asset numbers reflect the addition of certain dividends and deduction of all fees. S&P numbers are based on the total return of Vanguard’s S&P 500 Index Fund.