Closed Portfolios - 2020
The performance of the model portfolios below is presented with total returns for a 15-month period. 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.
2020 Closed Portfolios
4th Quarter 2020 - closed January 20, 2022
3rd Quarter 2020 - closed October 20, 2021
2nd Quarter 2020 - closed July 20, 2021
1st Quarter 2020 - closed April 19, 2021