SP’s Low Volatility Strategy: Snapshot of Account “BEC1” Investment Performance using IB Portfolio Analyst

Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Low Volatility Investment Strategy  (BEC1) and a blended index of 70% Vanguard Total World Stock Index ETF (VT) and 30% Vanguard Total Bond Market ETF (BND). We prepared this Snapshot presentation using Interactive Brokers Portfolio Analyst.

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BEC1 is private pooled investment vehicle (hedge fund) that accepts investment subscriptions only from qualified accredited investors. BEC1 trades and invests in various types of securities including stocks, bonds, options, and futures. BEC1 may use leverage in the form of margin borrowing and may go long and short. Historical performance is not predictive of future returns.

For more information regarding BEC1, including the Private Offering Memorandum, please call Successful Portfolios at (727) 744-3614.  BEC1 is not suitable for every investor and is not intended to be a complete investment program. BEC1 is a speculative investment. Investors should have the financial capacity, experience and willingness to bear a high degree of risk.

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.