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

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BCA’S PORTFOLIOS INVESTED @ TD AMERITRADE:

Performance Results through 12/31/2018
(Results are Net of  Advisory Fees)

Portfolio Name 2018 5 year 10 year Annualized
Since Inception
Managed Income     100% Bond Funds (07/31/2002)  -.2%  3.1% 7.5% 8.6%
Income & Growth     60% Bond | 40% Stocks (07/31/2002) -3.4%  2.7% 6.2% 7.0%
Momentum     Up to 100% stocks (07/31/2002) -6.9% 3.0% 6.5% 7.2%

 

BCA Managed Income Portfolio – Fact Sheet

 

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

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