Performance Summary

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

December 2019 - closed December 21, 2020

November 2019 - closed November 23, 2020

October 2019 - closed October 19, 2020

September 2019 - closed September 21, 2020

August 2019 - closed August 21, 2020

July 2019 - closed July 20, 2020

June 2019 - closed June 22, 2020

May 2019 - closed May 21, 2020

April 2019 - closed April 20, 2020

March 2019 - closed March 23, 2020

February 2019 - closed February 21, 2020

January 2019 - closed January 20, 2020