1. Diversified Asset Management Core Portfolio
The portfolio was created to be the “core” holding in your financial plan.
This portfolio is designed as a long term investment.
Objective:
The portfolio’s objective is to provide a better long term return than the S&P
500 with less volatility.
Strategy:
The core portfolio has been assembled using modern asset allocation theory
and portfolio rebalancing techniques. The portfolio maintains positions in
ten holdings covering nine separate asset classes. We use exchange traded
funds (ETF’s) along with Municipal and long term Government bonds.
This is a managed portfolio. The portfolio is rebalanced annually to specific
percentages.
It is essential that the portfolio is diversified and rebalanced to maximize
returns.
As of 12/31/08 an initial investment of $100,000 into the portfolio has
grown to $141,556.39 in ten years. The same investment in the S&P 500 has
fallen to $66,605.96 a difference of $74,950.43.
The portfolio has outperformed the S&P for the last nine years and has a
better return over the three, five, and ten year periods with less volatility.
Please refer to the attached illustrations
Performance disclosure:
The performance data quoted represents past performance and does not guarantee future results. The investment return and principal
value of an investment will fluctuate thus an investors shares, when redeemed, may be worth more or less than their original costs.
Current performance may be lower or higher than return quoted herein. For information current to the most recent month-end, please
visit http://advisor.mornringstar.com/familyinfo.asp
