Performance

 

2019…  Moderate Growth Portfolio   (We were hedged all year, profiting strongly but with minimal risk levels.  Performance chart shown with all fees extracted.)  Our stock exposure In this portfolio never exceeds 75% and it can drop to a low of 20% during economic-recessions (as in 2000 & 2008).

 

 

 

2019…  Income Portfolio   (We were hedged all year, profiting strongly but with minimal risk levels.  Performance shown with all fees extracted.  The lower-risk stock exposure in the Income Portfolio never exceeds 55% and it can drop to a low of 15% during economic-recessions (as in 2000 & 2008).

 

 

 

 

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MarketCycle Wealth Management | Stephen Aust
MarketCycle Wealth Management, LLC is a Registered Investment Advisor. Information presented is for educational purposes only, is not considered an individualized recommendation or personalized investment advice, may not be suitable for everyone and does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk and unless otherwise stated, are not guaranteed. Past performance or performance charts are not a guarantee of future performance. Portfolio performance charts are shown net of fees so the management fee, brokerage fees, trading fees and ETF fees have already been subtracted. Current performance may be higher or lower than that shown and differing accounts may show different results. Investment returns and principal value in client accounts will fluctuate. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Be sure to consult with a tax professional before implementing any investment strategy.