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Moderately Aggressive

Analysis: Trailing % Returns Through 09-30-2008
  Composition% Portfolio Bmark
  Cash 6.03 0.00
  US Stocks 57.99 100.00
  Non-US Stocks 18.11 0.00
  Bonds 17.69 0.00
  Other 0.18 0.00
  Not Classified 0.00 0.00
   
  1 Year 3 Year 5 Year 10 Year
Pre-Tax Portfolio Returns -11.15 5.53 11.07 11,27
S&P 500 Returns -21.98 0.22 5.17 3.06
+/- Benchmark Return 10.83 5.31 5.90 8.21

Past performance is no guarantee of future returns; investments in securities involve risk of loss. Other methods may produce different results, and the results for individual portfolios and for different periods may vary depending on market conditions and the composition of the portfolio.

Although these portfolios consist of the investments we actually use, all clients are subject to holding different investments than the investments inside the above portfolio. Historical returns are not an indication of future results. Investments may decline in value. The returns on this portfolio does not include Allgen Financial Services, Inc. management fees.

This performance report does not constitute investment advice offered by Allgen Financial Services, Inc.This report is provided solely for informational purposes and therefore are not an offer to buy or sell a security. This information is not warranted to be correct, complete, or accurate. Except as otherwise required by law. Allgen Financial Services, Inc. shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or options or their use.

  Source: Morningstar, Allgen Financial Services, Inc.

 

 

Our Model Portfolios
> Aggressive
> Moderately Aggressive
> Moderate
> Moderately Conservative
> Conservative
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