| |
Moderately Conservative Model
Analysis: Trailing
% Returns Through 09-30-2008
| |
Composition% |
Portfolio |
Bmark |
|
| |
Cash |
13.01 |
0.00 |
| |
US Stocks |
29.98 |
100.00 |
| |
Non-US Stocks |
6.97 |
0.00 |
| |
Bonds |
49.16 |
0.00 |
| |
Other |
0.88 |
0.00 |
| |
Not Classified |
0.00 |
0.00 |
| |
|
| |
1 Year |
3 Year |
5 Year |
10 Year |
| Pre-Tax Portfolio Returns |
-2.14 |
6.00 |
7.76 |
8.74 |
| S&P 500 Returns |
-21.98 |
0.22 |
5.17 |
3.06 |
| +/- Benchmark Return |
19.84 |
5.78 |
2.59 |
5.68 |
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. |
