Performance Summary

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.

2021 Closed Portfolios

4th Quarter 2021 - closed January 20, 2023

3rd Quarter 2021 - closed October 20, 2022

2nd Quarter 2021 - closed July 20, 2022

1st Quarter 2021 - closed April 20, 2022