![]() The Reese Group and Validea Capital are affiliated entities and share partial common ownership.The Fidelity ETF Screener is a research tool provided to help self-directed investors evaluate these types of securities. ![]() Offers investment management services directly to clients and is a separate entity from The Reese Group, LLC. ![]() Validea Capital Management is a separate investment advisory firm registered with the state of Connecticut. No information on should be construed as investment advice. offers model portfolios, screening and stock analysis that is not customized to any individual. is a research provider that is owned and operated by The Reese Group, LLC. Results will vary with economic and market conditions. Past performance does not guarantee future results. As with any investment strategy, there is potential for profit as well as the possibility of loss and investors may incur a loss despite a past history of gains. The S&P 500 is presented as a benchmark because it is the most widely followed benchmark of the overall US market and is most often used by investors for return comparison purposes. Returns for our ETF portfolios and trend following system, and the benchmarks they are compared to, are inclusive of dividends. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.īoth the model portfolio and benchmark returns presented for all equity portfolios on are not inclusive of dividends. As a result, an investor could not have invested in the Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. Optimal portfolios presented on represent the rebalancing period that has led to the best historical performance for each of our equity models. The model portfolios offered on Validea are concentrated and as a result they will exhibit high levels of volatility and their performance can be substantially impacted by the performance of individual positions. A back-tested strategy has the benefit of hindsight and the results do not reflect the impact that material economic or market factors may have had on advisor's decision-making if actual client assets were being managed using this approach. Back-tested returns are presented to provide general information regarding how the underlying strategy behind the portfolio performed in our historical testing. The back-testing of performance differs from actual account performance because the investment strategy may be adjusted at any time, for any reason and can continue to be changed until desired or better performance results are achieved. The back-tested performance results shown are hypothetical and are not the result of real-time management of actual accounts. Model portfolios with inception dates on or after include a combination of back tested and live model returns. As a result, they do not incorporate any commissions or other trading costs or fees. Performance Disclaimer: Returns presented on are model returns and do not represent actual trading.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |