What makes BCFPS account statement so much better than the rest?
The information that it contains is truly on the cutting edge (click on the service link and then the quarterly statement link). Following are a few features of the statement. Internal rate of return shows you the rate of return for each investment and the portfolio as a whole. It also shows this figure annualized which means you can look back in time to see how your portfolio has performed on an annualized basis (a very important measure of return). The statement also breaks down the asset allocation percentages by conservative, moderate and aggressive. It further breaks the information down in categories like large cap growth, mid cap value and small cap blend, and places all of this information on a colored pie chart. This is a must for asset allocation. It also has a valuation vs. time chart. This line chart tracks the total value of the portfolio over time. BCFP will show you how to read your statement. It is very easy to understand once you know the basics and a guide is posted o
