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

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BCA’S PORTFOLIOS INVESTED @ TD AMERITRADE:

Performance Results through 12/31/2020
(Results are Net of  Advisory Fees)

Portfolio Name 2020 5 year 10 year Annualized
Since Inception
Managed Income     100% Bond Funds (07/31/2002)   7.7%  5.3% 4.8% 8.4%
Income & Growth  60% Bond | 40% Stock (07/31/2002)  11.5%  6.7% 4.9% 7.3%
Momentum     Up to 100% stocks (07/31/2002)  15.0% 8.1% 6.1% 7.5%

BCA Managed Income Portfolio – Fact Sheet

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

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