| 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 Tuesday, June 30, 2009
| Returns For 2009 |
| Risk |
CONSRV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| Low |
+4.09 |
+3.18 |
+2.58 |
+1.78 |
+16.36 |
8 |
| Medium |
+3.65 |
+3.21 |
+2.82 |
+1.78 |
+16.36 |
8 |
| High |
+6.41 |
+7.36 |
+8.36 |
+1.78 |
+16.36 |
8 |
CONSRV=Conservative GROWTH=Growth AGGR=Aggressive
Sample Mutual Fund Model YTD Performance
- Updated Through Tuesday, June 30, 2009
| Returns For 2009 |
| Risk |
CONSRV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| Low |
+0.05 |
-0.85 |
-3.46 |
+1.78 |
+16.36 |
6 |
| Medium |
-4.42 |
-8.89 |
-13.30 |
+1.78 |
+16.36 |
6 |
| High |
-10.83 |
-18.50 |
-26.12 |
+1.78 |
+16.36 |
6 |
CONSRV=Conservative GROWTH=Growth AGGR=Aggressive
Sample Variable Annuity YTD Performance - Updated Through Tuesday, June 30, 2009
| Returns For 2009 |
| Risk |
CONSRV |
GROWTH |
AGGR |
S&P 500 |
NASDAQ |
Trades |
| Low |
-1.97 |
-4.05 |
-2.55 |
+1.78 |
+16.36 |
6 |
| Medium |
-6.13 |
-10.28 |
-15.02 |
+1.78 |
+16.36 |
6 |
| High |
-10.81 |
-17.31 |
-24.38 |
+1.78 |
+16.36 |
6 |
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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