Investment Portfolio Performance Results
Certified Financial Planners | Investment Advisors | Retirement Planning Specialists
BCA'S Portfolios:
BCA's Performance Results 1992-2005; Analysis by MoniResearch, Inc
bca's performance 2002 -
present; analysis by Theta Research,llc
BCA'S PORTFOLIOS INVESTED @ TD AMERITRADE:
Performance
Results through 12/31/2009
(Results are Net Cumulative Total Returns)
| Portfolio Name | 2009 | 3 year | 5 year | incept |
| Managed Income 100% Bond Funds (07/31/2002) |
35.80% | 44.80% | 63.10% | 148.80% |
| Income & Growth 60% Bond | 40% Stock (07/31/2002) |
30.90% | 30.20% | 43.40% | 118.30% |
Investment returns and principal values will fluctuate, so that clients' investments when sold may be worth more or less than their original cost. Past performance is no guarantee of future results. The results reflect the deduction of advisory fees, brokerage or other commissions, and other expenses. The results portrayed reflect the reinvestment of dividends and other earnings. Portfolio inception dates are in parentheses.
Performance results of the Managed Income and Income & Growth Portfolios are both based on two real money accounts. One tracked account for each portfolio. Both accounts were established to be tracked by an independent performance tracking firm. The two tracked accounts are representative of most accounts invested within each respective portfolio. All accounts invested within each portfolio are grouped with block trades done for each portfolio. All prices and funds are the same for each account invested within the portfolio. Results may vary depending on client withdrawals from, or deposits to their portfolios.
Information
Managed Income Portfolio | Income & Growth Portfolio | Momentum Portfolio
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Brian R. Carruthers & Associates
BCA | A Fee-Only Registered Investment Advisory Firm Since 1990
301 Forest Avenue · Laguna Beach, California 92651-2115 USA
Telephone: 1-949-464-1900 · Facsimile: 1-949-464-1400 · Contact
CFP®, Certified Financial Planner™ and
are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
CMTSM and Chartered Market TechnicianSM designations are awarded and permitted to use by full members of the MTA. The CMT Program is administered by the Accreditation Committee of the Market Technicians Association (MTA).
The National Association of Active Investment Managers is a professional organization of registered investment advisors who believe in active management of client assets to reduce the risk of down markets and to structure client portfolios to produce high risk adjusted returns.
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This page last modified: 2010-01-21T11:13:43-0700
