Quick Report Card on The BlackBay Group Blended Investment Strategy…
August 24, 2012 Leave a Comment
After a bunch of requests, we wanted to post the updated returns in the Blended Investment Strategy. These are through Thursday, August 23, 2012:
> Month-to-Date in August: Blended Strategy is +4.79% vs +1.65% for the S&P.
> Year-to-Date in 2012: Blended Strategy is +29.04% vs +11.49% for the S&P.
> One-year (8/23/2011-8/23/2012): Blended Strategy is +21.87% vs +20.63% for the S&P.
> Two-year (8/23/2010-8/23/2012): Blended Strategy is +52.53% vs +31.36% for the S&P.
> Since inception (3/15/2010): Blended Strategy is +73.74% vs +21.87% for the S&P.
Remember, these returns do not include a 2.4-3% annual management fee and past performance is not necessarily indicative of future results.
Hope this helps! Call us if we help more, though. Telephone number is 800-992-4630. Thank you!
- Todd M. Schoenberger, Managing Principal