Associate’s Portfolio Investments 2016-2020

S&P 500 Jan 27, 2016 – January 31, 2020 +71.51% return Non-compounded rate of return (investment gains are withdrawn out of fund after each holding period and not reinvested in the subsequent investment period). Accumulative gross fund returns ’16-’20 +143.7%. Excluding dividend payments to fund investors. Excluding fund fees. Compounded gross fund returns without redemptions … More 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 the … More 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 the … More 2018 Investments