Careful Growth Strategy
Performance Objective
We strive to outperform the U.S. stock market while taking only a fraction of the risk.
How We Do It
Your money will be invested in the stock, bond, currency or commodities markets, both in the US and globally, whichever is performing well. If the price of an investment cycles down it is replaced with a new one that is going up, or moved to cash. Repeat as needed.
Suitability
If you want to pursue the greater returns that growth investing offers with less chance of being caught in prolonged market declines this strategy may be for you.
Minimum Fee
$400 per month.
|
Model Performance
Performance Statistics**
(After deduction of all fees)
Cumulative Profit 42.88%
(Inception 5/7/99 to 6/30/2010)
Annualizd Returns
1 year annualized -4.01%
3 year annualized -4.07%
5 year annualized 1.67%
10 year annualized 1.05%
From Inception 4.28%
Yearly Returns
2009 7.89%
2008 -10.80%
2007 2.17%
2006 11.71%
2005 4.91%
2004 6.56%
2003 5.71%
2002 -14.51%
2001 10.80%
2000 12.66%
1999* 11.75%
|
|
** After deduction of all fees and expenses.
Please read these important details.
|
|
|
