YTD
2011 (DEC)
1 Yr
2011
3 Yr
2009-2011
5 Yr
2007-2011
10 Yr
2002-2011
15 Yr
1997-2011
20 Yr
1992-2011
Developed Countries Folio
-13.24%
-13.24%
9.94%
-3.54%
6.58%
5.30%
N/A
MSCI EAFE Index
-11.73%
-11.73%
8.16%
-4.26%
5.12%
3.79%
N/A
Developed
Country Folio
MSCI EAFE
Index
Developed
Country Folio
MSCI EAFE
Index
Median Return
13.67%
11.63%
Worst Return
‐45.26%
‐43.06%
Best Return
44.58%
39.17%
This membership fee will allow individual investors the opportunity to have institutional investment accounts.
These portfolios are continuously monitored and positions are rebalanced or reallocated when necessary. In addition, we generate quarterly performance reports on each portfolio. For those investors
Investing in a wide array of capital market instruments, such as stocks, bonds, mutual funds, ETF’s, and options at discount rates.