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 Non-compounded rate of return (investment gains are withdrawn out of fund after each holding period and not reinvested in the subsequent investment period).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

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”