Balanced Equities Track Record

Note: Past Performance is not an indicator of future performance. Please refer equity / fund prospectus for detailed risk disclosure.

balanced equities performance 10 apr 16

Carefully selected equities can significantly outperform the S&P500 Equities Index.

We show the performance of our Balanced Equities Equally Weighted Portfolio:

balanced equities vs s&p500 since 2000

Current Composition of this portfolio:

balanced equities composition

We contrast this with Berkshire Hathaway’s [Warren Buffet’s company] performance vs S&P500

berkshire hathaway vs s&p500 since 2000