BCA’S PERFORMANCE 2002 – PRESENT; ANALYSIS BY THETA INVESTMENT RESEARCH, INC

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BCA’S PORTFOLIOS INVESTED @ TD AMERITRADE:

Performance Results through 12/31/2017
(Results are Net of  Advisory Fees)

Portfolio Name 2017 5 year 10 year Annualized
Since Inception
Managed Income     100% Bond Funds (07/31/2002)  3.4%  4.3% 8.2% 9.2%
Income & Growth     60% Bond | 40% Stocks (07/31/2002)  7.6% 5.2% 6.7% 7.7%
Momentum     Up to 100% stocks (07/31/2002)  9.4% 6.9% 6.8% 8.0%

 

BCA Managed Income Portfolio – Fact Sheet

 

BCA’S PERFORMANCE RESULTS 1992-2005; ANALYSIS BY MONIRESEARCH, INC

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