Investment Strategy Performance

 

  YTD

1 Year Avg From 11/2004
RWA Aggressive 2.98% -15.33% 14.02%
RWA Moderate Aggressive 6.10% -11.56% 13.46%
RWA Moderate 9.27% -7.87% 12.77%
RWA Moderate Conservative 12.46% -4.28% 11.96%
RWA Conservative 15.70% -0.81% 11.05%
RWA High Income
 18.97%  2.53%  10.02%
RWA Income
 12.13%  2.33%  6.94%
S&P 500 1.96% -28.05%  -4.85%

Important Disclosures

 

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Commissions Stink

Commissions

Click and Learn 7 Steps to Keeping Commissions from Eating Away at Your Portfolio Hopefully you will find this questionnaire educational and it will help shed light on how brokers and advisors are compensated.

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How Risky Are You?

Risk

Don't Risk Too Much Money in the Stock Market. Click Image and answer our free questionnaire to determine your risk tolerance.

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How Intelligent Is Your Portfolio?

Portfolio Intelligence Assessment

The Portfolio Intelligence Assessment is a simple web-based tool to help investors better understand whether or not their investment strategy is based on documented facts or lack thereof. Click Image to Learn More

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For the period ending 06/30/2009 the FormulaFolio Investment Strategies produced 3 of the top 10 rankings for the State of Michigan and 1 strategy placed in the top 25 nationally.  For a complete list of Michigan rankings please contact our office by calling 1-800-903-2562.  The rankings are based on net investment return from Money Manger Review for the past calendar year.