Investment Portfolio Returns
vs Bank savings accounts
Return on $10,000 invested in the Portfolios (net of maximum applicable fees) over the last 10 years VS savings accounts in the United States
Table of historical performance of our Investment Portfolios.
Historical Performance of Model Portfolios (net of maximum management costs of 1.25% per annum) as of May 31, 2026
Return on $10,000 invested in Model Portfolios in the last 12 months ( net of maximum applicable fees)
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 current 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!
-
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.
-
Stock markets tend to evolve favorably in the long term, regardless of when you start investing.
-
The profitability of an investment is closely related to the risk tolerance of each person. Generally, higher returns are associated with higher volatility.