Cumulative Return from Jan 1, 2016 to May 31, 2022.
Christmas.
Actual performance of Christmas Signature Strategy.
Including reinvestment of dividends.
Net after 1% annual management fee, brokerage commissions, and the deduction of non-U.S. withholding taxes.
S&P 500 and Nasdaq Composite.
Results include the reinvestment of dividends and do not reflect transaction costs.
MSCI World.
Net total return indexes reinvest dividends after the deduction of withholding taxes, using (for international stocks) a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties.
Robo Advisors.
Returns are compiled from monthly return of Betterment Robo Advisor 100 Portfolio as published by lazyportfolioetf.com (see here)
Investment in securities involves risks. Past performance is no guarantee of future results.