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STOCKS PLUS STOCKS

EQUALS...STOCKS

 

Portfolio 1 Portfolio 2 Portfolio 3
Asset Mix 100% S&P 500 75% S&P 500
25% Russell 2500
50% S&P 500
25% Russell 2500
25% MSCI World ex-US
Annualized 10-Year Return
(as of 12/31/05)
9.06% 9.80% 9.14%
Best 3-Year Annualized Return 29.65% 26.35% 23.33%
Worst 3-Year Annualized Return -16.08% -14.25% -15.01%
Beta 1.00 0.98 0.92
R-Squared 100 96 92
The information and statistical data quoted herein were gathered from sources that we believe to be reliable; however, it is not warranted to be accurate.