GWM Model Portfolio Performance

Golden Years Model Portfolio Performance

The main objective of the Golden Years Model is to provide consistent absolute returns year after year with a low level of the volatility. We continue to meet that goal year after year. Below is a chart of the year-to-date performance of the Golden Years model portfolio.

Golden Years Past Performance

The In-Betweener Model Portfolio Performance

The main objective of the In Betweener Model is to provide moderate growth with less volatility than the stock market.  Below is a chart of the year-to-date performance of the In Betweener model portfolio.

In Betweener Past Performance

The Go-Getter Model Portfolio Performance

The main objective of the Go Getter Model is to provide high growth with reduced volatility.  Below is a chart of the year-to-date performance of the Go Getter model portfolio.

Go Getter Past Performance

IMPORTANT DISCLOSURE

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