Investment Portfolio Performance Results
Certified Financial Planners | Investment Advisors | Retirement Planning Specialists
BCA'S Portfolios:
BCA's Audited Performance Results 1992-2005; Analysis by MoniResearch, Inc
bca's
audited performance 2002 - 2007; analysis by Theta Research,llc
BCA'S PORTFOLIOS AT FISERV tRUST:
Performance
Results through 05/02/2008
(Results are Net Cumulative Compounded Returns)
| Portfolio Name | 2008 | 3 year | 5 year | incept |
| Managed Income 100% Bond Funds (07/31/2002) |
2.00% | 17.26% | 62.14% | 78.90% |
| Income & Growth 60% Bond | 40% Stock (07/31/2002) |
.20% | 9.83% | 54.12% | 67.15% |
| Momentum 100% Stocks (07/25/2001) |
-.80% | 25.5% | 80.0% | 84.02% |
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.
Information
Managed Income Portfolio | Income & Growth Portfolio | Momentum Portfolio
Market Comments | Current Holdings | Performance | Investment Articles
Investment Terms Glossary | Resources / Links
Company
BCA Profile | Contact BCA | Site Map / Directory | BCA Home Page
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.
©Copyright 2003-2008 Brian R. Carruthers & Associates. All Rights Reserved.
All trademarks and servicemarks are the properties of their respective owners.
This page last modified: 2008-05-03T09:44:42-0700
