The global large cap model portfolio closed out the quarter ended September 30th with a value of $147.24 USD per unit. This represents an improvement over the Q2, 2016 closing value of $139.50 USD and the year end starting value of $144.90 USD on January 1st, 2016. The return for the quarter was 5.5% and the return for the year to date is 1.6%.
For the quarter ended September 30th, the DJIA returned 2.1%. The S&P 500 returned 3.3% and the NASDAQ composite index returned 9.6%.
For the first nine months of 2016, the DJIA has returned 4.1%. the S&P 500 has returned 5.1% and NASDAQ composite index has returned 4.86%.
Leave a Reply
You must be logged in to post a comment.