PVG Monthly Update – Loss Averse Equity Income – June 2016

PVG Admin

June 9, 2016

We are having a good year up 4.52% net of fees through June 7, 2016, with our goal of 7% on average annually. Our goal of 7% provides an investor with roughly a double in performance of a portfolio over a ten-year period. The strategy has generally provided significant diversification and protection in a bear market. A long only equity portfolio cannot provide the same protection and returns in our strategy are also generally much higher than what you can achieve in the bond market, especially in this low interest rate environment.

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PVG – Equity Income Monthly Update (June 2016)

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