These numbers are for projection purposes only.

We constantly monitor each automated portfolio strategy to find opportunities to optimize their performance.

Initial Investment

Rate of Return

Number of Years

Investment Rate of Return Year Expected Return Investment Worth

These projections are based on computer-generated simulations of a model portfolio selected for a chosen risk level and are hypothetical in nature. There is no guarantee that the model portfolio will perform as projected and it is possible that performance could be below that indicated. These projections assume that you make the contributions entered above and that no withdrawals occur during the time period shown, The model portfolio is rebalanced when needed and does not include Matco’s fee and expenses. Projections are based on a nominal rate of return with cash earning 1%, fixed income earning 2.5% and equities earning 6%.