In addition to their monthly brokerage statements from TD Ameritrade Institutional/Charles Schwab we send every investor Monthly PT Updates for each of their accounts that show the following information.
The Diversification Percent of growth, balanced, long & short-term income funds, and individual stocks.
The Year-To-Date Percent Return for each position and for the total account.
The Current Value for each position and the entire account.
For No-Load and Exchange Traded Funds the updates show the current Performance Tracking Grade, Morningstar’s “Star” Ranking, the funds Market Sector, annual Dividend Yield, Annual Expense Percent, and the Total Return for Investors over the most recent 6, 12 and 36 months.
For Investor Managed Individual Stock Positions the updates show the most recent 12-Month Earnings Per Share, Dividend Yield, Price to Earnings Ratio, Morningstar’s current grades for Growth, Profitability and Financial Health and the stock’s Total Return for Investors over the most recent 6, 12 and 36 months.
A Select List that highlights 3 funds in each of 49 worldwide market sectors is available anytime on request and is frequently included with the investor’s Monthly PT Update. This Select List will show investors in PT Portfolios how the performance and expenses of their positions compare to the current selected funds in the same sector.