Princeton Capital Management, Inc.
47 Hulfish Street
Princeton, NJ 08542
Phone: (609) 924-6867   Fax: (609) 921-9502
E-mail: [email protected]
 
Investment Performance
PCM Balanced Portfolio
 
  Period Ending March 31, 1999
  1st Qtr YTD 1 Year 3 Years 5 Years 7 Years
PCM Balanced Portfolio 0.90% 0.90% 15.70% 20.20% 22.40% 18.10%
Balanced Index (60/40)** 2.50% 2.50% 14.10% 19.90% 17.80% 15.60%
 
* All returns over one year are annualized. 
** 60% S&P 500 Index / 40% LBGC Index 
 
 
 

NOTES:  Performance figures are net of fees, and the composite calculation has been weighted for the size of each individual account.  All performance figures for periods greater than one year are annualized.  PAST PERFORMANCE SHOULD NOT BE CONSTRUED AS A GUARANTEE OF FUTURE PERFORMANCE.

The Balanced Index is constructed by blending the S&P 500 Index (60%) and the Lehman Brothers Government/Corporate Index (40%).

The results shown for equities and fixed income are not from separate accounts, but rather represent the equity and fixed income portions of balanced accounts.  They are presented for analytical convenience only.

The Performance figures listed above represent blanced, discretionary, tax-free accounts that have been under management for more than one
calendar quarter.  Accounts included are valued at over $250,000 through 6/30/95, over $500,000 from 7/1/95 through 12/31/97, and over $500,000 but less than $10,000,000 beginning 1/1/98.  Performance results through 12/31/97 were calculated by independant consultants.From 1/1/98, results are calculated internally using the Advent investment management software and information provided by outside custodial firms.
 

Investment Performance
PCM Equity Portfolio Performance
  Period Ending March 31, 1999
  1st Qtr YTD 1 Year 3 Years 5 Years 7 Years
PCM Equity Portfolio 2.40% 2.40% 21.40% 26.40% 30.20% 22.80%
S&P 500 Index 4.90% 4.90% 18.40% 28.00% 26.20% 20.80%
* All returns over one year are annualized.
 

NOTES:  Performance figures are net of fees, and the composite calculation has been weighted for the size of each individual account.  All performance figures for periods greater than one year are annualized.  PAST PERFORMANCE SHOULD NOT BE CONSTRUED AS A GUARANTEE OF FUTURE PERFORMANCE.

The results shown for equities and fixed income are not from separate accounts, but rather represent the equity and fixed income portions of balanced accounts.  They are presented for analytical convenience only.

The Performance figures listed above represent blanced, discretionary, tax-free accounts that have been under management for more than one calendar quarter.  Accounts included are valued at over $250,000 through 6/30/95, over $500,000 from 7/1/95 through 12/31/97, and over $500,000 but less than $10,000,000 beginning 1/1/98.  Performance results through 12/31/97 were calculated by independant consultants.From 1/1/98, results are calculated internally using the Advent investment management software and information provided by outside custodial firms.

 
Investment Performance
  Total Yes Portfolio
  Period Ending March 31, 1999
  1st Qtr YTD 1 Year 2 Years 3 Years 5 Years Inception
PCM YES Portfolio 9.0% 9.00% 18.50% 28.30% 13.40% 24.30% 18.70%
Russell 2000 Index -5.80% -5.80% -17.30% 7.70% 6.30% 9.60% 9.80%
* All returns over one year are annualized.

NOTES:  Since Inception equals 5.25 years (since 1/1/93).

Performance figures are net of fees, and the composite calculation has been weighted for the size of each individual account.  All performance figures for periods greater than one year are annualized.  PAST PERFORMANCE SHOULD NOT BE CONSTRUED AS A GUARANTEE OF FUTURE PERFORMANCE.

The performance figures listed above represent the performance of YES accounts that have been under management for more than on calendar quarter.  Performance results prior to 1/1/98 were compiled by Concord Advisory Group.  From 1/1/98, results are calculated internally using the Advent investment management software and information provided by outside custodial firms.


 
 Products 
 Profiles 
 Performance 
 
Major 
Holdings
Commentary
 
All contents Copyright © 1999 Princeton Capital Management
 
 E-mail: [email protected]