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

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BCA’S PORTFOLIOS INVESTED @ TD AMERITRADE:

Performance Results through 12/31/2019
(Results are Net of  Advisory Fees)

Portfolio Name 2019 5 year 10 year Annualized
Since Inception
Managed Income     100% Bond Funds (07/31/2002)   6.3%  3.1% 5.2% 8.5%
Income & Growth  60% Bond | 40% Stock (07/31/2002)  10.7%  4.4% 5.3% 7.1%
Momentum     Up to 100% stocks (07/31/2002)  16.0% 5.5% 6.5% 7.5%

 

BCA Managed Income Portfolio – Fact Sheet

 

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

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