Portfolio Model Funds


Total Return Income Fund Model Pie Chart
Conservative "Total Return Income" Model Graph
Global Opportunity Fund Pie Chart
Moderate Global Opportunity Model Graph
US Equity Only Fund Pie Chart
Aggressive 100% US Equities Model Graph
International Equity Only Fund Pie Chart
Aggressive 100% International Equities Model Graph
Long / Short All Weather Fund
Contrarian "Long/Short All Weather" Model Graph


*** “Broad US Markets” is the Value Line Geometric Index. “The Value Line Geometric Composite Index is the original index released, and launched on June 30, 1961. It is an equally weighted index using a geometric average. Because it is based on a geometric average the daily change is closest to the median stock price change.” – Wikipedia. (By definition, due to it’s broadly diversified and equally weighted composition it represents what your “Average Investors Portfolio Performance” would be).