Cumulative Return since Jan 1, 2016.
Christmas.
Actual performance of Christmas Signature Strategy.
Including reinvestment of dividends.
Net after 2% annual management fee, brokerage commissions, and the deduction of non-U.S. withholding taxes.
S&P 500.
Results include the reinvestment of dividends but do not reflect transaction costs.
MSCI World.
Results include the reinvestment of dividends, net of non-US withholding taxes, but do not reflect transaction costs.
Non-U.S. Stocks
Results of MSCI All Country World Index (ACWI) non-U.S. index, including reinvestment of dividends, net of non-US withholding taxes, but do not reflect transaction costs.
Government Bonds.
Results from iShares 20+ Year Treasury Bond ETF, including reinvestment of dividends and do not reflect transaction costs.
Investment in securities involves risks. Past performance is no guarantee of future results.