For Independent CPAs
What is the CPA Investment Network?
Why Join the CPA Investment Network?
Why Did We Start the CPA Investment Network?
What Makes Us Special?
We Take Care of All Your:
- Client Reporting
- Compliance and Regulation
- Client Trading
- Training
- Questions
How Have Our Strategies Done?
How Well Did We Weather Storms?
How Are Clients Billed?
Member Qualifications
CPA Testimonials
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How Have Our Model Portfolios Done - Risk and Volatility?
What is important to your clients isn't just how we did return-wise, but how our portfolios weathered the storms. Here are the worst 12-month, 24-month, and 36-month periods for the major indices and our model portfolios over the last 10 years. For example, a worst 12-month period was any day during the last 10 years to exactly 12 months later (ie. March 2, 1998 - March 2, 1999).
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Worst 12 Month Period |
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Worst 24 Month Period |
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Worst 36 Month Period |
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8/1/97 -
7/31/07 |
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8/1/97 -
7/31/07 |
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8/1/97 -
7/31/07 |
| NASDAQ Composite Index |
-63% |
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-70% |
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-74% |
| S&P 500 Index |
-34% |
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-46% |
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-44% |
| Wilshire 5000 |
-28% |
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-42% |
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-44% |
| Dow Jones Industrials |
-29% |
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-32% |
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-31% |
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| Our Equity Portfolio |
-24% |
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-21% |
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-18% |
| Our Aggressive Portfolio |
-16% |
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-12% |
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-9% |
| Our Moderate Portfolio |
-8% |
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-4% |
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+3% |
| Our Conservative Portfolio |
-2% |
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+3% |
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+12% |
| Our Risk Averse Portfolio |
-1% |
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+3% |
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+16% |
Data updated monthly.
Data source: DFA Returns Data program and Yahoo Finance. All data is deemed reliable but is
not guaranteed. This data cannot, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell securities, or assist persons in making those decisions.
Model portfolios do not represent any specific client's
portfolio. Portfolios show dividends and other earnings to be reinvested as they were received. Past returns have no predictive value and are no indication of
future returns. All portfolios have a measure of risk and can decrease in
value and create a loss. Reward and risk have been shown to correlate positively with each
other. Returns are actual returns, not annualized (compounded annual return). Returns are shown
net of a 1.00% annual advisory fee. BENCHMARKs are not model portfolios, are only shown here as benchmarks, and are not shown net of an advisory fee.
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