PAST PERFORMANCE
LAST UPDATED: 15 January 2006
| PERFORMANCE COMPARISON | ||||||||||||
| Asset Allocation Model | PERFORMANCE SINCE INCEPTION* | 2005 Performance | 4Q 2005 | 3Q 2005 | 2Q 2005 | 1Q 2005 | ||||||
| JAG's Portfolio | 45.46% | 10.76% | 2.60% | 6.45% | 1.86% | -0.43% | ||||||
| Aggressive Growth | 46.84% | 12.99% | 3.18% | 6.98% | 2.63% | -0.25% | ||||||
| Wealth Building | 37.54% | 8.86% | 2.28% | 4.57% | 2.44% | -0.64% | ||||||
| Moderate Growth | 34.39% | 7.57% | 2.02% | 4.79% | 1.76% | -1.11% | ||||||
| Capital Preservation | 24.30% | 4.45% | 1.46% | 2.60% | 1.11% | -0.76% | ||||||
| theUltra Portfolio | 22.74% | 3.14% | -0.49% | 2.89% | 0.21% | 0.53% | ||||||
| DOW | 8.49% | -0.61% | 1.41% | 2.86% | -2.18% | -2.59% | ||||||
| NASDAQ | 19.84% | 1.37% | 2.49% | 4.61% | 2.89% | -8.10% | ||||||
| S&P 500 | 7.58% | 3.00% | 1.59% | 3.15% | 0.91% | -2.59% | ||||||
| *Inception Date 4/1/2002 | ||||||||||||
| **theUltra Portfolio Inception Date 1/1/2004 | ||||||||||||
OUR ACCOMPLISHMENTS
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