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Our Perfomance This Period

September 1st - 15th 2009

 

Our Aggressive Growth Portfolio's 6.4% growth (the blue line) in 15 days is good for any 401(k) account - and twice the comparative S&P 500 gain of 3.1% (the red line)!



 

RISK: None in Our Portfolio This Period

 

Our lower risk portfolios proved themselves again in this first half of the month by having NO drawdown while the S&P 500's drawdown was -2.53%. "Drawdown" is the maximum decrease for the period. Smaller drawdown is the manager's ability to cut investment risk.



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Crescive Financial compared to S&P 500 over the past 8.5 months. Last fifteen days are highlighted in yellow.


Portfolio Changes

So far this year, we have adjusted our portfolios 31 times to maintain top performance. Below is a recap of the changes we made this period to protect the accounts under our Aggressive Growth portfolio.

Date of Portfolio Update; Account Change


9-1-2009; +1.7% 9-3-2009; -2.2%

9-4-2009; +0.2% 9-8-2009; +1.2%


Our Barometer

The markets could turn-around and begin to drop at any time. Since the March 9, 2009 low point , the markets have enjoyed strong gains. Each day we manage our portfolios to reduce risk and out perform the market indexes. As soon as a downturn begins to appear, we adjust our portfolios to protect our client's profits.

This is the advantage of daily, active investment management from Crescive Financial.




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Crescive Financial's performance compared to three leading indexes

Aggressive Growth: +92.8%
NASDAQ Composite: +28.8%
S&P 500: +16.5%
Berkshire Hathaway: 0.0%




Contact Us Today For More Information!

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Our phones are open from 9AM - 5PM, Monday - Friday: (866) 961 - 9808


Crescive Financial does not guarantee any investment result. Past performance does NOT predict future results.