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TDIMG Strategy: November Performance +5.5%

December 1, 2008

The Disciplined Investor Managed Growth Strategy was opened for new deposits on 7/1/08. Since then, we have been working on the main objective which is simply performance with a healthy level of downside protection.

Below are the monthly and cumulative returns from 7/1/08 - 11/30/08.

For more information on this and other strategies, please visit the 14 minute virtual tour HERE

Click on charts to enlarge

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* Please note that this performance is for a fully invested portfolio and may show a different rate of return and value than your portfolio depending on the initial funding date. All returns are NET of transaction and management fees. Returns assume an initial deposit into a non-retirement/qualified account of $100,000 on 7/1/08.

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Written by Andrew Horowitz · Filed Under Markets, PERFORMANCE, Stocks, Strategy 

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