The Barbell Economy® Portfolios
DISCLOSURES: The above referenced portfolio summaries are gross of fees as each particular advisor may choose a different fee range for their clientele. As such, any investor using these portfolios must also assume an additional cost will be added and the net results shown will differ. Please also note that all results are non-compounded results noted in simple annual terms. This suggests that a compounded effect over time would result in higher returns. In addition, it is important to recognize that the years 2012 – 2020 results encompass periods when management used the portfolios for in-house clientele as well as offered the portfolios to other advisors for use with their clientele through a sub-advisor consulting offering. Hence, it is highly likely that varying results were reached by different parties where management was not in control of the trading or advisory service for a particular client. Past performance is not now or ever a guarantee of any future results. Please consult your advisor before making any investment decisions. Nothing herein is ever intended to be investment advice, nor should it ever be construed in that manner. Reference to any specific security does not constitute an offer to buy or sell securities in any jurisdiction. Truvestments Capital, LLC is not responsible for any damages or losses arising from any use of this information. Investment advisory services are offered through Truvestments Capital, LLC, a SEC-registered investment advisor. Copyright 2021. All data highlighted through close of markets March 31, 2021. All Rights Reserved.
Need More Information?
Learn how Truvestments’ Concierge Services can help you achieve your success.
Schedule a complimentary, no-obligation review of your current plans and goals. We will provide our guidance to assist you in making well-informed decisions targeting the long-term success of you and your family.