Performance

 

Start date:  January 1, 2019 (to July 1, 2020)… Conservative Portfolio  [NOTE:  Although we knew (and wrote) that risk was growing and that the drop was coming and we correctly picked both the top (within points of the top) and the bottom (within 24 hours of the bottom) as well as the “V” shape of the stock market recovery, a sudden rules change prevented us from fully protecting accounts during the rapid March bear market.  This glitch, entirely out of our control, could not be helped and it has now been corrected going forward, so it cannot repeat.]

 

 

 

 

 

 

 

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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.