Download - Market Core Allocation
![Page 1: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/1.jpg)
S
Market Core Allocation ProposalEric LarsenSkyler BlankenfeldJordan Ghent
![Page 2: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/2.jpg)
What is the Market Core?
The Dow Jones Industrial Average
Covers 30 large-cap companies Relevant since 1928 Avg. Market Cap 4,466.15B
![Page 3: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/3.jpg)
Companies in DJ
![Page 4: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/4.jpg)
S
Key Indicators
![Page 5: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/5.jpg)
Gross Domestic Product
![Page 6: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/6.jpg)
Gross Domestic Product
![Page 7: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/7.jpg)
Unemployment
Unemployment is currently at 7.6%
![Page 8: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/8.jpg)
Other Indicators
Federal Reserve Monetary Policy Quantitative Easing (Stimulus)
US Treasury Securities and Mortgage Backed Securities Fed Funds Rate
![Page 9: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/9.jpg)
S
Trend Analysis and Returns
![Page 10: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/10.jpg)
5 Year Trend
![Page 11: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/11.jpg)
1 Year Trend
![Page 12: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/12.jpg)
6 Month Trend
![Page 13: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/13.jpg)
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
![Page 14: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/14.jpg)
YTD Comparison
Return 16.37%
![Page 15: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/15.jpg)
60 Year Trend
![Page 16: Market Core Allocation](https://reader031.vdocument.in/reader031/viewer/2022030306/58d01f141a28ab97708b59fb/html5/thumbnails/16.jpg)
Summary & Proposed Allocation
YTD Favorable Indicators and Trending Performance
Summer Months Remain Stagnant Federal Reserve Views 12-14% of fund