Jan 31, 2019 – July 31, 2019 S&P 500 +12.68%
+9.7 % mean return.
Nearest dollar rounding.
Excluding dividend payments.
Excluding fund fees.
On March 18th, 2019, on market close, GOOGL was sold for a 5.57% profit, which will be added to the end of the holding period’s results. Our March 18th announcement is posted across Winvest’s official social media accounts.
On July 31st, 2019, Winvest sold all remaining stock holdings (BEN & IPGP), on high market valuation concerns. Our July 31st announcement is posted across Winvest’s official social media accounts.
Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year depending on market conditions.