market core allocation

S Market Core Allocation Proposal Eric Larsen Skyler Blankenfeld Jordan Ghent

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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

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

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

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

Transitioning to a Market Allocation of Spectrum

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