Track Record

Of Success

TRACK RECORD

of success

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Portfolio Performance

Before you invest with an investment advisor, it is essential to evaluate prior performance. While past performance does not guarantee future results, it does indicate the overall talent and success of an advisor. This may surprise you, but most advisors do not make their track record available for review. In addition, some advisors post hypothetical track records that show what might have happened if you invested a certain way — not what actually did happen. Finally, the few advisors who do share their results often show gross returns rather than net returns, making the numbers look higher than what their clients actually received. Unacceptable. You must review and scrutinize the track record of any advisor you are considering. Paragon shows the actual, net returns clients receive. Those returns are shown below.

Top Flight Chart

Paragon’s growth portfolio, TOP FLIGHT, generated a total return of 613.39 percent compared to 194.03 percent for the S&P 500 from its inception on January 1, 1998 through December 31, 2015. This translates into an annual return of 11.71 percent, compared to 6.26 percent for the S&P 500. For example, if a person invested $200,000 in January 1998, the account would have grown to $1,426,643 net of fees versus $588,056 for the S&P 500 during the same time period.

Managed Income Chart

 

Paragon’s conservative portfolio, MANAGED INCOME, generated a total return of 101.73 percent compared to 90.98 percent for the Barclays Aggregate Bond Index from its inception in October 2001 through December 31, 2015. This translates into an annual return of 5.14 percent, compared to 4.73 percent for the Barclays Aggregate Index. For example, if a person invested $200,000 in October 2001, the account would have grown to $403,460 net of fees versus $381,960 for the Barclays Aggregate Index during the same time period.

 

 

 

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 they 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.