Swan Consulting, Inc.
Defined Risk Strategies for the 21st Century
History & Performance

Relative Performance

In order to achieve the goal of capital preservation, "the Strategy" must protect previously earned gains while allowing an investor to profit from a market rebound after a substantial market decline. In other words, the Strategy wants to profit from bull markets and protect the portfolio in bear markets.

View Performance Details

 Since Strategy inception in July 1997 through December 2009:

  • Investment grew 274%
  • Beat S&P 500 by 219%
  • Kept pace with investor with perfect timing
  • Accumulated 319% new shares with no new capital
  • Averaged 11.14% returns per year before fees 

These numbers represent the actual performance of the Strategy before fees have been deducted.