market core allocation
Post on 21-Mar-2017
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Market Core Allocation ProposalEric LarsenSkyler BlankenfeldJordan Ghent
What is the Market Core?
The Dow Jones Industrial Average
Covers 30 large-cap companies Relevant since 1928 Avg. Market Cap 4,466.15B
Companies in DJ
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Key Indicators
Gross Domestic Product
Gross Domestic Product
Unemployment
Unemployment is currently at 7.6%
Other Indicators
Federal Reserve Monetary Policy Quantitative Easing (Stimulus)
US Treasury Securities and Mortgage Backed Securities Fed Funds Rate
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Trend Analysis and Returns
5 Year Trend
1 Year Trend
6 Month Trend
Total Returns
1 Month 3 Month 1 Year 3Yr Avg 5Yr Avg 10Yr Avg YTD-5
0
5
10
15
20
25Trailing Total Returns
S&P 500 Index Dow Jones Industrial Average
YTD Comparison
Return 16.37%
60 Year Trend
Summary & Proposed Allocation
YTD Favorable Indicators and Trending Performance
Summer Months Remain Stagnant Federal Reserve Views 12-14% of fund
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