MAKARIOS
INVESTMENTS
Interactive comparison of period returns and cumulative growth of our tactically managed S&P Model versus the S&P 500 Total Return Index.
Performance results shown are actual results of the Makarios S&P Investment Model and are presented net of advisory fees. Net performance reflects the deduction of advisory fees and does not include the impact of taxes, which may further reduce returns.
The strategy invests primarily in the common stock of companies included in the S&P 500 Index. It is not an index fund and does not seek to replicate the index or its performance. The portfolio holds a limited number of positions, and a substantial portion of assets may be concentrated in a small number of issuers and in a single economic sector. As a result, performance may differ materially from that of the S&P 500 Index over any period, and adverse developments affecting a single holding may have a greater effect on the portfolio than would be the case in a more broadly diversified strategy. Concentration increases volatility and the risk of loss. The strategy may also hold cash and cash equivalents, at times in significant amounts. Past performance is not indicative of future results.
Benchmark performance shown represents the S&P 500 Total Return Index, which includes reinvestment of dividends and does not reflect the deduction of fees, expenses, or taxes. Index performance is provided for comparative purposes only.
Performance for the initial calendar year reflects partial-year results beginning May 16, 2025.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. There can be no assurance that any investment strategy will achieve its objectives or produce profitable results.
This information is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Performance information is provided in connection with the firm’s investment advisory services and should be considered in conjunction with the firm’s Form ADV Part 2A.
Performance results represent the aggregate performance of all client accounts managed pursuant to this model and do not reflect the experience of any single account.