Below is our performance since the inauguration of our portfolio, SI Portfolio on August 19th, 2014. SI stands for Sonoman Investments and has achieved a return of 5.55% without considering fees or dividends vs the S&P 500 Total return of 3.39%.
The S&P 500 stands for Standards and Poor 500 large companies listed in the NYSE and NASDAQ. Many consider it to be a good indicator of the stock market and benchmark when comparing performances.
Results today if you would have invested $10,000 at inception:
SI Portfolio: $10,555
S&P 500: $10,339
I must state the above performance is based on a model and it has not been validated of audited and may not reflect all entitled distribution. In addition, past performance is not guarantee of future results.
Alex Lopez O'Bryan
Sonoman Investments LLC