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 Non-compounded rate of return (investment gains are withdrawn out of fund after each holding period and not reinvested in the subsequent investment period).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.

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