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Investment Returns and Strategy - Tree Fort Financial


Tree Fort Financial Invests World Wide


Tree Fort Financial uses big data sweep technology to find opportunities worldwide, and seeks to avoid underlying currency devaluation. Unintended consequences of global change may provide opportunity. Adding an element of conservatism in a portfolio is as important as considering upside potential.

Tree Fort Financial believes there may be less risk actively investing in the growing tip of world-wide securities markets than passively investing in under performing asset allocations; in rising markets it seeks to recommend investments in under priced securities with accelerating demand and rising value; in falling markets it seeks to preserve capital.

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How to Measure Advisor Returns

One way of measuring advisor returns is by establishing a benchmark, such as the Dow Jones US Total Market Index Fund (symbol IYY), adjusted for your risk tolerance. Returns compared to the benchmark measure advisor performance. How to Measure Advisor Returns.