Date
Return*
Goal
01/31/22
20.01%
2%
YTD Return
20.01%
* Returns posted net of 2% fee structure
02/28/22
03/31/22
04/30/22
24.77%
2.09%
-5.89%
The Safety Harbor Capital Hedged US Equities Fund
A 20 stock portfolio of US equities hedged with S&P Index options.
No more thsan 5% of the total portfolio in any one stock.
No shorting.
No stock options.
No ETF's.
No IPO's.
Our technical stock selection system picks the stocks.. Our Investment Advisor and Founder John Williams, manages the Fund. Email inquiries@safetyharborcapital.com to request a performance report.
Sign up for our Annual Subscription to our stock journal for $899 per year
For Fund information contact us at inquiries@safetyharborcapital.com
2%
2%
2%
Subscribe to The Compass Investment Journal for weekly updates on the economy, the stock market and get five stocks each month poised to rally!
Safety Harbor Capital Hedged US Equities Fund
Our monthly investment journal covers world and US economic projections, US stock market forecasts and reviews five stocks each month.
Email inquiries@safetyharborcapital.com to request a one time 30 day trial.
To subscribe see below.
The Compass Online
OR
05/31/22
06/30/22
2%
2%
17.62%
27.53%
7.39%
61.22%
27.21%