| Helping You Get BULLISH Returns even in a Bear Market |
I am a member of Active Portfolio Coach. I have made double-digit positive returns in a very negative market environment
for my clients using your recommendations. Because of Core-Plus™, I am getting numerous referrals and gathering assets under management
at a rapidly increasing rate. Again, thank you for making me look like an investment genius and a hero to my clients.
C P Reinhold
Sterling Hts, MI
Check out the verified results below and
then ask the Coach who has done it!
Sample ETF Model YTD Performance - Updated Through Friday, January 29, 2010
| Returns For 2010 |
| Risk |
CONSRV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| Low |
-0.38 |
-0.29 |
-0.17 |
-3.70 |
-5.37 |
0 |
| Medium |
-0.28 |
-0.17 |
-0.23 |
-3.70 |
-5.37 |
0 |
| High |
-0.28 |
-0.17 |
-0.23 |
-3.70 |
-5.37 |
0 |
CONSRV=Conservative GROWTH=Growth AGGR=Aggressive
Sample Mutual Fund Model YTD Performance
- Updated Through Friday, January 29, 2010
| Returns For 2010 |
| Risk |
CONSRV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| Low |
-0.38 |
-0.29 |
-0.17 |
-3.70 |
-5.37 |
0 |
| Medium |
-0.28 |
-0.17 |
-0.23 |
-3.70 |
-5.37 |
0 |
| High |
-0.28 |
-0.17 |
-0.23 |
-3.70 |
-5.37 |
0 |
CONSRV=Conservative GROWTH=Growth AGGR=Aggressive
Sample Variable Annuity YTD Performance - Updated Through Friday, January 29, 2010
| Returns For 2010 |
| Risk |
CONSRV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| Low |
+0.33 |
+0.27 |
+0.22 |
-3.70 |
-5.37 |
0 |
| Medium |
+0.22 |
+0.11 |
-0.12 |
-3.70 |
-5.37 |
0 |
| High |
+0.22 |
+0.11 |
-0.12 |
-3.70 |
-5.37 |
0 |
CONSRV=Conservative GROWTH=Growth AGGR=Aggressive
You can get performance like this!
Since incorporating the Core-Plus models into my practice January 2008 they have helped give me a clear vision of how I want to manage my client's money. Year to Date I have moved over 7 million of new client money in to the Core-Plus giving me my best year so far for gathering assets.
The Core-Plus models have helped us achieve smooth sailing during a stormy and treacherous market.
T Price
Portland, OR
FREQUENTLY ASKED QUESTIONS: (click on questions below for answers)
Performance monitored by Third Party Investment Tracking Companies:
Click on the graphics below to learn more.
*Core-Plus™ performance tracked by Theta since October 2007
**Core-Plus™ performance tracked by Nelsons since November 2005.
For more detailed information on Performance and Risk Measurements click here.
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