Client login
Client login

PORT. MODEL PERFORMANCE

YTD 3 MONTH 1 YR
AGG. GROWTH 7.4% 6.3% 17.2%
GROWTH 4.2% 4.4% 11.3%
BALANCED GROWTH 2.9% 3.5% 8.8%
BALANCED INCOME 2.3% 2.9% 7.9%

GENERAL BENCHMARKS

YTD 3 MONTH 1 YR
s&p 500 6.5% 7.8% 14.9%
bond index -2.6% 0.4% -1.6%

BLENDED BENCHMARKS

YTD 3 MONTH 1 YR
AGG. GROWTH 6.50% 7.80% 14.90%
GROWTH 4.68% 6.32% 11.60%
BALANCED GROWTH 3.32% 5.21% 9.13%
BALANCED INCOME 2.41% 4.47% 7.48%

IMPORTANT DISCLOSURE

Investing involves risk and may result in a loss. Past performance is no guarantee of future success.

Clients of Lighthouse Capital who are invested in one of these portfolios may experience different performance than what is quoted here. The difference in performance may be attributatble to expenses; withdrawals; contributions; and/or timing of trades. For client-specific performance you should log on to your account at www.lighthousecapllc.com.

Prospective clients should request a copy of our firms ADV, and should consider all the risks prior to investing. A copy of our ADV may be obtained by going to our website, www.lighthousecapllc.com.