Returns for the investment strategies are before investment advisory fees. Each strategy is represented by a single proxy account. The proxy account selected is the first to be managed with the specific strategy and therefore has the longest track record. Gross returns are used rather than net returns because account fees can vary according to size and other factors.
All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. No new account will be accepted unless and until all regulatory requirements have been satisfied.
All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
Past performance is not indicative of future results. Investing in securities involves risk of loss if the purchased securities decline in value. Money invested in securities is not guaranteed against such loss by any governmental or non-governmental organization.
Woodridge Capital runs three portfolios designed to help clients achieve their goals.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | 2.57% | - | - | - | - | - | - | - | - | - | - | - | 2.57% |
| 2011 | 2.38% | 11.95% | 1.68% | 5.13% | -4.69% | -4.43% | -2.38% | -5.66% | -1.24% | 0.87% | -2.07% | -1.38% | -1.12% |
| 2010 | - | - | - | 4.11% | -2.80% | -5.17% | 3.84% | 0.56% | 11.22% | 1.54% | 4.11% | 1.92% | 20.08% |
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| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | 2.61% | - | - | - | - | - | - | - | - | - | - | - | 2.61% |
| 2011 | 4.28% | 6.22% | 1.14% | 3.12% | -3.04% | -3.03% | 0.30% | -3.56% | -1.18% | 1.05% | -0.67% | -1.16% | 3.00% |
| 2010 | - | - | - | 3.75% | -2.67% | -4.97% | 3.54% | -0.73% | 11.01% | 0.91% | 1.73% | 2.10% | 14.78% |
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| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | 1.06% | - | - | - | - | - | - | - | - | - | - | - | 1.06% |
| 2011 | 0.15% | 6.61% | -0.16% | 2.63% | -1.43% | -1.99% | 0.53% | -0.67% | -0.11% | -0.02% | -0.25% | 0.14% | 5.29% |
| 2010 | - | - | - | 2.53% | 0.54% | -2.02% | 2.82% | 0.26% | 4.99% | 1.14% | 2.06% | -0.14% | 12.68% |
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