Tuesday, March 13, 2018
As you know:
For simplicity, we number our Model Portfolios
0 = least expected volatility
12 = highest expected volatility
All clients and all JWM employees get the same trades at the same price at the same time – no favoritism, no bias – we are fiduciaries to our clients, we must by law do what is best for clients.
Our Best Performing Model Portfolio = Model Portfolio #12
Currently 17 growth stocks
We buy quality – you will recognize almost all of the 17 stocks that we currently own in this portfolio
We do not buy speculative stocks
8 years independent CPA firm verified results, in accordance with Global Investment Performance Standards
8 year cumulative performance (12/31/2009 – 12/31/2017):
+162.38%, net of all fees, costs, etc. ($1,000,000 turned into $2,623,800)
Outperformed its benchmark by +24.4%
+17.42% year-to-date performance 12/31/2017 – 3/12/2018*
For more details, call 800-578-3181x0 or reply to this email requesting the complete Global Investment Performance Report for Model Portfolio #12 that includes all disclosures.
Past performance is no guarantee of future results.
*unofficial results, YTD results have not yet been verified by an independent CPA firm