Charles Schwab
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ConsultationA dynamic, overall solution for the growth portion of your portfolio, Paragon's Top Flight Portfolio is designed to be a total solution for the growth-oriented investor.  It is actively managed and will primarily move in and out of a mix of exchange traded funds (ETFs) based on our quantitative trend following and seasonality models.  Top Flight is one of several portfolios that is available for Paragon's managed accounts.

View detailed return

        Annual Net Return


                                                                                                            Paragon Top Flight Portfolio                                             S&P 500

 

 

 

 

 

 


Thru Sept. 2008

 

-16.50

 

-19.28

 

2007

 

16.98%

 

5.50%

 

2006

 

5.91%

 

15.79%

 

2005

 

6.30%

 

 4.89%

 

2004

 

10.15%

 

10.87%

 

2003

 

50.31%

 

28.69%

 

2002

 

-13.60%

 

-22.12%

 

2001

 

9.10%

 

-11.92%

 

2000

 

62.42%

 

-8.82%

 

1999

 

17.69%

 

20.66%

 

1998

 

31.67%

 

28.58%

 


    Compound Annual Return                                                                       14.70%                                                                       3.42%

 

 Total Return Since Inception                                                                      331.99%                                                                     43.22%

Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts and not back tested hypothetical returns or performance. Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions. The S&P Index is a market-value weighted index comprised of 500 stocks selected for market size, liquidity, and industry group representation. Benchmarks are used for comparative purposes only. The Paragon Top Flight Portfolio is not designed to track the S&P Index and will have results different from the benchmark. Past performance is not indicative of future results. Investments in securities involve the risk of loss.