Closed Portfolios - 2019
The performance of the model portfolios below is presented with total returns. Gains and losses shown are for a hypothetical model portfolio and do not take into account any fees that would apply to actual transactions. Scroll down to see the actual portfolios and additional disclaimers.
2019 Closed Portfolios
March 2019 - closed March 23, 2020
February 2019 - closed February 21, 2020
January 2019 - closed January 20, 2020