Our clients’ portfolios gained value in October. Every one of them. The portfolio that gained the least was up 1.1%. The portfolio with the greatest gain was up 6.22%. Note: The calculation used to determine investment returns experienced by our clients is called the internal rate of return. It is cash flow specific and is net of all fees and… Read more →
Tag: BLS
Our investors have done well!
Our investors continue to gain on inflation! During the third quarter of 2017 our investors’ portfolios have increased in value by an average of 4.12%. The annualized return for our investors during the past 5 years has been +5.31%. The precise rate of inflation during the past 5 years is not yet known, but a good estimate would be about… Read more →