Associate’s Portfolio Investments 2016-2020

Jan 27, 2016 – January 31, 2020 S&P 500 +71.51% return Accumulative gross fund returns ’16-’20 +143.7% Excluding dividend payments to fund investors. Excluding fund fees. Non-compounded rate of return (investment gains are withdrawn out of fund after each holding period and not reinvested in the subsequent investment period). Fund results actual, pre-inc, and unaudited.Continue reading “Associate’s Portfolio Investments 2016-2020”

2020 Investments

On July 31st, 2019, Winvest divested from the stock market following the day’s Federal Reserve announcement for the federal funds rate and benchmark market capitalization valuation concerns. Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year depending on market conditions.

2019 Investments

Jan 31, 2019 – July 31, 2019     S&P 500 +12.68% Price  BEN  +18.91% IPGP +4.63% GOOGL   +5.57% +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 theContinue reading “2019 Investments”

2018 Investments

Jan 23, 2018 – Jan 17, 2019     S&P 500  -7%   Price FL         + 12 %    6% return. Nearest whole percent rounding. Excluding dividend payments. Excluding fund fees. Note: In the rare event of a sole company available for investment in a given year, a maximum of half of theContinue reading “2018 Investments”

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