S Market Core Allocation Proposal Eric Larsen Skyler Blankenfeld Jordan Ghent
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
S
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
S
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
S
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
0
5
10
15
20
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
Related Documents
