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

theta_logo

• Log in to see our Theta Research Data

 

BCA’S PORTFOLIOS INVESTED @ TD AMERITRADE:

Performance Results through 06/30/2019
(Results are Net of  Advisory Fees)

Portfolio Name 2019 5 year 10 year Annualized
Since Inception
Managed Income     100% Bond Funds (07/31/2002)   4.0%  3.1% 6.4% 8.6%
Income & Growth     60% Bond | 40% Stocks (07/31/2002)   6.5%  3.2% 6.2% 7.1%
Momentum     Up to 100% stocks (07/31/2002)  11.0% 3.5% 6.5% 7.2%

 

BCA Managed Income Portfolio – Fact Sheet

 

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

moniresearch

• Download the MoniResearch Report