Page 34 - Sample Financial Plan 4-1-2019 v2
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Sample Client Data as of December 31, 2018 2
Aggregate Overview
All Accounts
Performance Summary 7 Portfolio Value vs. Benchmark 8
TWRR | Benchmark % Portfolio Value | Benchmark | Net Investment $
0 00
60,000
2 00
50,000
4 00
40,000
6 00
30,000
8 00
20,000
10 00
10,000
12 00
0
Dec Feb Apr Jun Aug Oct Dec
u rter e r t D te nce ncept n 17 18 18 18 18 18 18
Quarterly Performance Statistics 7 TWRR 2 Benchmark
Q4 2018 -13.76 % -13.52 %
Q3 2018 3.58 7.71
Q2 2018 1.75 3.43
Q1 2018 -1.17 -0.76
Periodic Performance Statistics 7 TWRR 2, 9 Benchmark
Year-to-Date -10.17 % -4.38 %
Trailing 1 Year Dec 31, 2017 - Dec 31, 2018 -10.17 -4.38
Since Inception Nov 1, 2017 - Dec 31, 2018 -7.95 -0.44
