801-375-2500

TOP FLIGHT INFO

PORTFOLIO PERFORMANCE

It is important to evaluate the prior performance of any investment advisor before you invest with them. While past performance does not guarantee future results, at least it does give you an idea on whether or not the advisor you are considering has succeeded in the past.

This may seem obvious, but surprisingly, most advisors do not make their track record available for review. In addition, some advisors post hypothetical track records that show what might have happened if you invested a certain way, not what actually did happen. Finally, the few advisors who do their results often show gross returns rather than net returns. This type of reporting shows higher returns than what their clients actually received. This is why it is important to review and scrutinize the track record of any advisor you are considering.

Paragon shows the actual, net returns that their clients received. Those returns are shown in chart.

“Your future is whatever you make it. So make it a good one…”

– DOC BROWN, Back To The Future

Top Flight Chart

Paragon’s growth portfolio, TOP FLIGHT, generated a total return of 1,054.39% compared to 485.32% for the S&P 500 from its inception on January 1, 1998 through September 30, 2022. This translates into an annual return of 10.39%, compared to 7.40% for the S&P 500. For example, if a person invested $100,000 in January 1998, their account would have grown to $1,154,390 net of fees versus $585,320 for the S&P 500 during the same time period.

PARAGON’S Conservative Portfolio MANAGED INCOME

Paragon’s conservative portfolio, MANAGED INCOME, generated a total return of 110.28% compared to 99.50% for the Barclays Aggregate Bond Index from its inception on October 2001 through September 30, 2022. This translates into an annual return of 3.60%, compared to 3.34% for the Barclays Aggregate Index. For example, if a person invested $100,000 in October 2001, their account would have grown to $210,280 net of fees versus $199,500 for the Barclays Aggregate Index during the same time period.

Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts and not back tested hypothetical returns or performance. Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions. The S&P Index is a market-value weighted index comprised of 500 stocks selected for market size, liquidity, and industry group representation. Benchmarks are used for comparative purposes only. The Paragon Top Flight Portfolio is not designed to track the S&P Index and will have results different from the benchmark. Past performance is not indicative of future results. Investments in securities involve the risk of loss.

CONTACT US

Monday - Friday 9 am - 5 pm

3651 North 100 East
Suite 275
Provo, Utah 84604

801-375-2500

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