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Managed Account Income Portfolio Solution

Below is the performance for the ValueTrend Managed Account Income Portfolio.  The portfolio contains bonds and other income allocations including dividend paying equities. The figures are based on the portfolio holdings of Portfolio Manager Keith Richard’s account in the income portfolio since January 31, 2012 and is gross of any fees and assumes re-investment of all distributions with no cash outflows or inflows. Values in percentage are annualized for periods of more than 12 months.

This strategy may be appropriate for investors seeking to invest for at least 3 years.  Its objective is to provide investors with a diversified income-orientated  portfolio within a low to mid-risk strategy. Dividend income and capital gains (if any) may offer additional tax benefits.


Performance as of May 31st, 2024

*Since Jan 31, 2012


The information contained in this report is for illustration purposes only and was obtained from sources that we believe to be reliable however, we cannot represent that is accurate or complete. The portfolio may invest in leveraged or inverse exchange traded funds and thus there may be exposure to aggressive techniques which may magnify gains and losses and can result in greater volatility and be subject to aggressive investment risk and price volatility risk. All performance data represents past performance and is not necessarily indicative of future performance. ValueTrend Wealth Management’s liability shall only be attached to the accuracy of information contained in your official statement of account and information in your official statement of account will always take precedence over the information contained in this illustration.


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