Welcome to Disciplined Financial Services, Inc.

CONNECT

Address:

19575 Janacek Ct., Suite 105
Brookfield, WI 53045

Phone:

262-784-6650

Sample Model Portfolios

We have two basic sample model portfolios.  These sample portfolios are meant to give you a rough idea of how our "Fact-Based Investing" has performed in the past - which includes backtesting - so please don't assume that your results, going forward, will be exactly duplicated.  No one can know the future.  However, our hope is that the past 17-plus years of displayed performance will at least demonstrate what could happen in the future.  There are no guarantees, of course.

Obviously, each client's actual portfolio is specifically constructed to meet their individual circumstances.

To view our sample "60-10 Blend with Multi-Sector Bonds", please click here to download the PDF file:

/files/69818/60%2D10%20Blend%20with%20Multi%2DSector%20Bonds%20%2D%209%2D38%2D18.pdf

To view our sample "60-10 Blend w/ Multi-Sector Bonds + SH", please click here to download the PDF file:

/files/69818/60%2D10%20Blend%20%2B%20SH%20%2D%209%2D28%2D18.pdf

(This particular sample model portfolio is constructed to potentially benefit during Bear Markets.)

 

The illustrations include data through 9/28/2018.

"CAGR" is "compounded average growth rate."

"Maximum Drawdown" represents the greatest peak-to-trough decline over the life of an investment or portfolio. 

 

Notes and Disclaimers:

These reports are designed to provide educational and/or general information and are not intended to provide specific legal, accounting, investment, tax or other professional advice.

Stock market indices, like the S&P 500 Index, are unmanaged groups of securities considered to be representative of the stock market in general or subsets of the market, and their performance is not reflective of the performance of any specific investment.  Investments cannot be made directly into an index.  Historical returns data are calculated using data provided by sources deemed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness.  This information is provided "AS IS" without any warranty of any kind.  All historical returns data should be considered hypothetical.  Historical returns data is generated by applying the current models to the published historical timeframes using exchange-provided price data and may differ from historical returns data published using previous versions of the models.  Displayed historical performance is presented gross of any management fees and gross of taxes.  For reasons including variances in portfolio account holdings, variances in the investment management fee incurred, market fluctuation, the date of initial investment, and any account contributions or withdrawals, the performance of a specific client's account may vary from the displayed portfolio results.  Fact-Based Investing may involve more frequent buying and selling of assets and will tend to generate higher transaction costs.  Investors should consider the tax consequences of moving positions more frequently.  Asset or portfolio earnings and/or returns shown are not intended to predict nor guarantee the actual results of any investment products or any particular investment style.  The projections or other information generated regarding the likelihood of various investment outcomes are purely hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.  It is important to note that the information displayed is based upon financial figures as of the date printed on the material, which is believed to be accurate.  These documents are not to be construed as an advertisement or solicitation for any specific investments or investment strategies.  Illustrations, charts and tables should not be relied upon to predict or project actual future investment performance, or imply that any past performance will recur.  Calculations and assumptions within these reports may not reflect all potential fees, charges, and expenses that might be incurred over the time frame convered by these illustrations which, if included, may have resulted in lower investment returns and less favorable illustration results.  Do not rely upon the results of these presentations to predict actual future investment performance, market conditions, tax effects or inflation rates.  Please contact your advisor regarding your financial situation or investment objectives, if you wish to impose or modify any restrictions on the management of your account, if you believe any of the informatin provided is incorrect, or if you have any questions.

Past performance is no guarantee of future results.  

Not FDIC/NCUA insured.  

Not Bank/Credit Union guaranteed.  

May lose value.  

Not guaranteed by any government agency.