Comparison of Investment Portfolio Returns
Evolution of an investment of $10,000 in our portfolios in the last 10 years.
Table of historical performance of our Investment Portfolios.
Table of historical performance of our Investment Portfolios.
Evolution of an investment of $ 10,000 in our portfolios in the last 12 months.
HYPOTHETICAL AND MODEL PERFORMANCE DISCLOSURE:
Performance results for the Conservative, Moderate, Bold, and New Opportunities portfolios represent hypothetical model performance and do not represent actual trading by any client account.
Nature of Results: Model results have inherent limitations. They are prepared with the benefit of hindsight and do not involve financial risk or the impact of market liquidity.
Net of Fees: The "Gross Returns" shown do not reflect the deduction of investment advisory fees. A client’s actual return will be reduced by advisory fees (typically 0.75%–1.25% annually) and other expenses incurred in the management of the account.
Take this into account to invest wisely!
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There are no magic formulas to get rich overnight, but there are alternatives to invest your savings and get a good profit from them with time, discipline, patience and the right advice.
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Stock markets tend to evolve favorably in the long term, regardless of when you start investing.
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The profitability of an investment is closely related to the risk tolerance of each person. Generally, higher returns are associated with higher volatility.