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.
Evolution of an investment of $ 10,000 in our portfolios in the last 12 months.
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.
DISCLOSURES FOR MODEL PORTFOLIOS
Important Information about Model Portfolios’ Performance
The performances shown reflect the results of an investment model. Results are shown as calculated by Morningstar ®. The results do not include advisory fees and trading expenses, which can only be computed on real portfolios.
Results are calculated using a time-weighted/money-weighted methodology with dividends reinvested.
Model results do not reflect the impact of cash flows, taxes, or client-specific restrictions, and actual results may differ materially.
Performance is presented for standardized periods (One month, three months, year-to-date, twelve months, 3, 5, 10 years)
Assumptions & Criteria: The model assumes continuous full investment, no cash drag, and no transaction costs.
Risks & Limitations: Hypothetical/model results involve inherent limitations, including reliance on assumptions and back-tested or retrospective data; no representation is made that any client will achieve similar results.
Additional information about the calculation methodology, assumptions, and risks is available upon request. This information has not been approved or reviewed by the SEC or any state securities authority.