Note: Past Performance is not an indicator of future performance. Please refer equity / fund prospectus for detailed risk disclosure.
Carefully selected equities can significantly outperform the S&P500 Equities Index.
We show the performance of our Balanced Equities Equally Weighted Portfolio:
Current Composition of this portfolio:
We contrast this with Berkshire Hathaway’s [Warren Buffet’s company] performance vs S&P500