Gooding Capital Management
2316 Stone Creek Dr.
McKinney, TX 75070
ph: 214-448-5428
fax: 972-548-1116
ben
Sample Portfolio
Clicking on the link above will show a comparsion between a client's old portfolio (AD-before) and a GCM optimized portfolio(AD-after) that Gooding Capital Management implements with their clients. On page 1 we can see the (GCM)AD-After portfolio annualized return for the past 9.4 year period is approximately 4% versus 2.56% for the clients old mutual fund portfolio. That's a 55% increase in annualized return over his old portfolio. The S&P 500's annualized return for the same time period is -2.79%. The GCM(AD After) portfolio is taking less risk determined by standard deviation than the AD-before portfolio or the S&P 500. Looking on Page 3 you will notice that an original investment 9.4 yrs ago of approximately $839,000 into the GCM(AD-After portfolio)would have resulted in an account ending balance that is $147,000 higher than the AD-before portfolio of American Mutual Funds. The S&P 500 potfolio balance would be $569,000 lower than the GCM(AD-after) portfolio.
Past performance does not guarantee future results.
Gooding Capital Management, LLC.
FINRA member
All rights reserved.
2316 Stone Creek Dr.
McKinney, TX 75070
ph: 214-448-5428
fax: 972-548-1116
ben
