OK, But How Did Your Portfolios Do During The Crash?

 

For the Time Period Jan. 1, 2008-August 31, 2010, Here Are Our Results:

(N.B.:  These figures do not include quarterly re-balancing, which we now DO do for our clients):

Low Risk Portfolio 10.76% Cumulative Return, 3.91% Annual Avg.

Medium Risk              1.72% Cumulative Return, 0.64% Annual Avg.

Medium High          (7.31%) Cumulative Return, (2.81) Annual Avg.

High Risk             (16.34%) Cumulative Return, (6.47%) Annual Avg.

Just for comparison sake, the S&P 500, over the same time period, looks like this:  (24.04) Cumulative Return, (9.80%) Annual Avg.

 

Respectfully Submitted,

Robert C. Broderick, Jr., Esq.

Principal

FSB Winchester Asset Management LLC

7 Kendall Street

Winchester, MA 01890

(617) 538-4317

 www.FSBWinchester.com

robert.broderick@FSBWinchester.com