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
