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Portfolio
Performance
It is important to evaluate the prior performance of any investment advisor before you invest with them. While past performance does not guarantee future results, at least it does give you an idea on whether or not the advisor you are considering has succeeded in the past.
 
This may seem obvious, but surprisingly, 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 their results often show gross returns rather than net returns. This type of reporting shows higher returns than what their clients actually received. This is why it is important to review and scrutinize the track record of any advisor you are considering.

Paragon shows the actual, net returns that their clients received. Those returns are shown below.


Paragon Wealth Management

“Your future is whatever you make it. So make it a good one...”

DOC BROWN, Back To The Future


Top Flight Chart

Paragon Wealth Top Flight Performance
Paragon’s growth portfolio, TOP FLIGHT, generated a total return of 919.93 percent compared to 388.90 percent for the S&P 500 from its inception on January 1, 1998 through June 30, 2020. This translates into an annual return of 9.74 percent, compared to 6.50 percent for the S&P 500. For example, if a person invested $100,000 in January 1998, their account would have grown to $1,020,696 net of fees versus $488,865 for the S&P 500 during the same time period.

Managed Income Chart

Paragon’s conservative portfolio, MANAGED INCOME, generated a total return of 120.15 percent compared to 134.31 percent for the Barclays Aggregate Bond Index from its inception on October 2001 through June 30, 2020. This translates into an annual return of 4.16 percent, compared to 4.55 percent for the Barclays Aggregate Index. For example, if a person invested $100,000 in October 2001, their account would have grown to $220,288 net of fees versus $237,669 for the Barclays Aggregate Index during the same time period.
Paragon Wealth Managed Income Chart
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. Benchmarksare 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.
Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information presented has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates constitute the judgment as of the dates indicated and are subject to change without notice. This material is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice. Past performance is not a guarantee of future results.
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