SlideShare ist ein Scribd-Unternehmen logo

Analysis Coversheet Final

•
•
J
John_Nuckel1

Weekly updated returns

TechnologieBusiness
1 von 12
Diversified Asset Management Portfolio Analysis Year: % Gain/(Loss) $ Gain/(Loss) Portfolio Value S&P Value 1999 19.00% $19,001.54 $119,001.54 $119,530.00 2000 2.21% $2,635.04 $121,636.56 $107,409.66 2001 -4.42% -$5,378.99 $116,257.62 $93,403.45 2002 -12.52% -$14,552.86 $101,704.22 $71,575.07 2003 31.57% $32,111.09 $133,815.29 $90,456.57 2004 14.37% $19,229.97 $153,045.25 $98,588.61 2005 6.29% $9,123.49 $162,668.69 $101,546.26 2006 16.44% $26,748.99 $189,417.57 $104,592.64 2007 4.24% $8,024.92 $197,442.42 $108,284.76 -28.30% ($55,885.96) $141,556.39 $66,605.96 2008 ytd $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2006 11.06% 8.03% 3.03% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 10.00% $10.00 $110.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Totals: $1,499.00 11.06% $165.79 $1,664.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2005 10.82% 8.03% 2.79% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 $200.00 12.00% $24.00 $224.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,699.00 10.82% $183.79 $1,882.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2004 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2003 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2002 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2001 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2000 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1999 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1998 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1997 10.66% 8.00% 2.66% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1996 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79

Empfohlen

Bond Valuation
Bond ValuationBond Valuation
Bond Valuationashutoshpo
 
Writing changedmylife.com automated ms excel invoice
Writing changedmylife.com automated ms excel invoiceWriting changedmylife.com automated ms excel invoice
Writing changedmylife.com automated ms excel invoicedfreelancer
 
Concept Models ~ Interaction08
Concept Models ~ Interaction08Concept Models ~ Interaction08
Concept Models ~ Interaction08Dan Brown
 
Executive Summary Final
Executive Summary FinalExecutive Summary Final
Executive Summary FinalAVINRAM
 
A08 walk rock
A08 walk rockA08 walk rock
A08 walk rockcarolbillingcwi
 
freddie mac Dividend Summary
freddie mac Dividend Summary freddie mac Dividend Summary
freddie mac Dividend Summary finance6
 
Presupuesto mensual
Presupuesto mensualPresupuesto mensual
Presupuesto mensualCristhian Macias
 
Understanding Health Care
Understanding Health CareUnderstanding Health Care
Understanding Health CareSummit Health
 

Empfohlen

Bond Valuation
Bond ValuationBond Valuation
Bond Valuationashutoshpo
 
Writing changedmylife.com automated ms excel invoice
Writing changedmylife.com automated ms excel invoiceWriting changedmylife.com automated ms excel invoice
Writing changedmylife.com automated ms excel invoicedfreelancer
 
Concept Models ~ Interaction08
Concept Models ~ Interaction08Concept Models ~ Interaction08
Concept Models ~ Interaction08Dan Brown
 
Executive Summary Final
Executive Summary FinalExecutive Summary Final
Executive Summary FinalAVINRAM
 
A08 walk rock
A08 walk rockA08 walk rock
A08 walk rockcarolbillingcwi
 
freddie mac Dividend Summary
freddie mac Dividend Summary freddie mac Dividend Summary
freddie mac Dividend Summary finance6
 
Presupuesto mensual
Presupuesto mensualPresupuesto mensual
Presupuesto mensualCristhian Macias
 
Understanding Health Care
Understanding Health CareUnderstanding Health Care
Understanding Health CareSummit Health
 
Efficiency maps
Efficiency mapsEfficiency maps
Efficiency mapsAlan Edgett
 
H W 2011 10 At
H W 2011 10 AtH W 2011 10 At
H W 2011 10 Atchipwags
 
Bnm analisis evolucion depositos - graficos
Bnm analisis evolucion depositos - graficosBnm analisis evolucion depositos - graficos
Bnm analisis evolucion depositos - graficosgonzaloromani
 
2010 HAR REALTOR® Expo- Ted Jones, PhD
2010 HAR REALTOR® Expo- Ted Jones, PhD2010 HAR REALTOR® Expo- Ted Jones, PhD
2010 HAR REALTOR® Expo- Ted Jones, PhDHouston Association of REALTORS®
 
Annual report ivona poyntz
Annual report ivona poyntzAnnual report ivona poyntz
Annual report ivona poyntzIvonaPoyntz
 
M&A Trends, Valuation and Financial Preparation for an M&A Deal
M&A Trends, Valuation and Financial Preparation for an M&A DealM&A Trends, Valuation and Financial Preparation for an M&A Deal
M&A Trends, Valuation and Financial Preparation for an M&A DealWhitmeyerTuffin
 
Mafia Wars Expense Guide
Mafia Wars Expense GuideMafia Wars Expense Guide
Mafia Wars Expense Guideguest26cede
 
T1FX stable30 investment $30,000
T1FX stable30 investment $30,000T1FX stable30 investment $30,000
T1FX stable30 investment $30,000Wendy Foo
 
H W 2010 01 At
H W 2010 01 AtH W 2010 01 At
H W 2010 01 Atchipwags
 
South Carolina Tax Tables
South Carolina Tax TablesSouth Carolina Tax Tables
South Carolina Tax Tablestaxman taxman
 
Ops5 building-a-new-entertainment-brand
Ops5 building-a-new-entertainment-brandOps5 building-a-new-entertainment-brand
Ops5 building-a-new-entertainment-brandbrock55
 
State of California Wireless
State of California WirelessState of California Wireless
State of California WirelessValidas
 
Present and Future of Company
Present and Future of CompanyPresent and Future of Company
Present and Future of CompanyOthón A. León, Adm.A.
 
Member tours closing %
Member tours closing %Member tours closing %
Member tours closing %Damir Beogradlija
 
Bob chapman presentation 07
Bob chapman presentation 07Bob chapman presentation 07
Bob chapman presentation 07Robert Rodenbaugh
 
Austin Market Update January 2008
Austin Market Update January 2008Austin Market Update January 2008
Austin Market Update January 2008Dee Patience
 
百萬富翁 03
百萬富翁 03百萬富翁 03
百萬富翁 03Aska Chiu
 
America1st Choice Compensation Pay Plan
America1st Choice Compensation Pay PlanAmerica1st Choice Compensation Pay Plan
America1st Choice Compensation Pay PlanRamon de Jesus Hernandez
 
Cv
CvCv
Cvguest2d7b8b
 
Coralmap OpenCoffeeClub prezentacija
Coralmap OpenCoffeeClub prezentacijaCoralmap OpenCoffeeClub prezentacija
Coralmap OpenCoffeeClub prezentacijacoralmap.lt
 
Comentari d'una pintura
Comentari d'una pinturaComentari d'una pintura
Comentari d'una pinturatrastosimon
 
2000 anti pronation tape_before_and_after_exercise
2000 anti pronation tape_before_and_after_exercise2000 anti pronation tape_before_and_after_exercise
2000 anti pronation tape_before_and_after_exercisepainfree888
 

Weitere ähnliche Inhalte

Was ist angesagt?

H W 2011 10 At
H W 2011 10 AtH W 2011 10 At
H W 2011 10 Atchipwags
 
Bnm analisis evolucion depositos - graficos
Bnm analisis evolucion depositos - graficosBnm analisis evolucion depositos - graficos
Bnm analisis evolucion depositos - graficosgonzaloromani
 
Annual report ivona poyntz
Annual report ivona poyntzAnnual report ivona poyntz
Annual report ivona poyntzIvonaPoyntz
 
M&A Trends, Valuation and Financial Preparation for an M&A Deal
M&A Trends, Valuation and Financial Preparation for an M&A DealM&A Trends, Valuation and Financial Preparation for an M&A Deal
M&A Trends, Valuation and Financial Preparation for an M&A DealWhitmeyerTuffin
 
Mafia Wars Expense Guide
Mafia Wars Expense GuideMafia Wars Expense Guide
Mafia Wars Expense Guideguest26cede
 
T1FX stable30 investment $30,000
T1FX stable30 investment $30,000T1FX stable30 investment $30,000
T1FX stable30 investment $30,000Wendy Foo
 
H W 2010 01 At
H W 2010 01 AtH W 2010 01 At
H W 2010 01 Atchipwags
 
South Carolina Tax Tables
South Carolina Tax TablesSouth Carolina Tax Tables
South Carolina Tax Tablestaxman taxman
 
Ops5 building-a-new-entertainment-brand
Ops5 building-a-new-entertainment-brandOps5 building-a-new-entertainment-brand
Ops5 building-a-new-entertainment-brandbrock55
 
State of California Wireless
State of California WirelessState of California Wireless
State of California WirelessValidas
 
Austin Market Update January 2008
Austin Market Update January 2008Austin Market Update January 2008
Austin Market Update January 2008Dee Patience
 
百萬富翁 03
百萬富翁 03百萬富翁 03
百萬富翁 03Aska Chiu
 

Was ist angesagt? (18)

Efficiency maps
Efficiency mapsEfficiency maps
Efficiency maps
 
H W 2011 10 At
H W 2011 10 AtH W 2011 10 At
H W 2011 10 At
 
Bnm analisis evolucion depositos - graficos
Bnm analisis evolucion depositos - graficosBnm analisis evolucion depositos - graficos
Bnm analisis evolucion depositos - graficos
 
2010 HAR REALTOR® Expo- Ted Jones, PhD
2010 HAR REALTOR® Expo- Ted Jones, PhD2010 HAR REALTOR® Expo- Ted Jones, PhD
2010 HAR REALTOR® Expo- Ted Jones, PhD
 
Annual report ivona poyntz
Annual report ivona poyntzAnnual report ivona poyntz
Annual report ivona poyntz
 
M&A Trends, Valuation and Financial Preparation for an M&A Deal
M&A Trends, Valuation and Financial Preparation for an M&A DealM&A Trends, Valuation and Financial Preparation for an M&A Deal
M&A Trends, Valuation and Financial Preparation for an M&A Deal
 
Mafia Wars Expense Guide
Mafia Wars Expense GuideMafia Wars Expense Guide
Mafia Wars Expense Guide
 
T1FX stable30 investment $30,000
T1FX stable30 investment $30,000T1FX stable30 investment $30,000
T1FX stable30 investment $30,000
 
H W 2010 01 At
H W 2010 01 AtH W 2010 01 At
H W 2010 01 At
 
South Carolina Tax Tables
South Carolina Tax TablesSouth Carolina Tax Tables
South Carolina Tax Tables
 
Ops5 building-a-new-entertainment-brand
Ops5 building-a-new-entertainment-brandOps5 building-a-new-entertainment-brand
Ops5 building-a-new-entertainment-brand
 
State of California Wireless
State of California WirelessState of California Wireless
State of California Wireless
 
Present and Future of Company
Present and Future of CompanyPresent and Future of Company
Present and Future of Company
 
Member tours closing %
Member tours closing %Member tours closing %
Member tours closing %
 
Bob chapman presentation 07
Bob chapman presentation 07Bob chapman presentation 07
Bob chapman presentation 07
 
Austin Market Update January 2008
Austin Market Update January 2008Austin Market Update January 2008
Austin Market Update January 2008
 
百萬富翁 03
百萬富翁 03百萬富翁 03
百萬富翁 03
 
America1st Choice Compensation Pay Plan
America1st Choice Compensation Pay PlanAmerica1st Choice Compensation Pay Plan
America1st Choice Compensation Pay Plan
 

Andere mochten auch

Coralmap OpenCoffeeClub prezentacija
Coralmap OpenCoffeeClub prezentacijaCoralmap OpenCoffeeClub prezentacija
Coralmap OpenCoffeeClub prezentacijacoralmap.lt
 
Comentari d'una pintura
Comentari d'una pinturaComentari d'una pintura
Comentari d'una pinturatrastosimon
 
2000 anti pronation tape_before_and_after_exercise
2000 anti pronation tape_before_and_after_exercise2000 anti pronation tape_before_and_after_exercise
2000 anti pronation tape_before_and_after_exercisepainfree888
 
Treball d'art alba i judit molina
Treball d'art alba i judit molinaTreball d'art alba i judit molina
Treball d'art alba i judit molinatrastosimon
 
Comentari d'una pintura
Comentari d'una pinturaComentari d'una pintura
Comentari d'una pinturatrastosimon
 
Comentari d'un quadre
Comentari d'un quadreComentari d'un quadre
Comentari d'un quadretrastosimon
 
住院病歷書寫原則
住院病歷書寫原則住院病歷書寫原則
住院病歷書寫原則doctor_service
 
Tajuk Kajian Slide
Tajuk Kajian SlideTajuk Kajian Slide
Tajuk Kajian Slideismailjaafar
 
Karangan Fakta Bengkel Gce N 15072006
Karangan Fakta Bengkel Gce N 15072006Karangan Fakta Bengkel Gce N 15072006
Karangan Fakta Bengkel Gce N 15072006ismailjaafar
 
Kata Ganti Nama Nt
Kata Ganti Nama NtKata Ganti Nama Nt
Kata Ganti Nama Ntismailjaafar
 
Kuih Tradisional Melayu
Kuih Tradisional MelayuKuih Tradisional Melayu
Kuih Tradisional Melayuismailjaafar
 
Dealing With Difficult People Leadership Day
Dealing With Difficult People Leadership DayDealing With Difficult People Leadership Day
Dealing With Difficult People Leadership DayWilliam Chaney
 

Andere mochten auch (17)

Cv
CvCv
Cv
 
Coralmap OpenCoffeeClub prezentacija
Coralmap OpenCoffeeClub prezentacijaCoralmap OpenCoffeeClub prezentacija
Coralmap OpenCoffeeClub prezentacija
 
Comentari d'una pintura
Comentari d'una pinturaComentari d'una pintura
Comentari d'una pintura
 
2000 anti pronation tape_before_and_after_exercise
2000 anti pronation tape_before_and_after_exercise2000 anti pronation tape_before_and_after_exercise
2000 anti pronation tape_before_and_after_exercise
 
Treball d'art alba i judit molina
Treball d'art alba i judit molinaTreball d'art alba i judit molina
Treball d'art alba i judit molina
 
A Betlem
A BetlemA Betlem
A Betlem
 
Comentari d'una pintura
Comentari d'una pinturaComentari d'una pintura
Comentari d'una pintura
 
Comentari d'un quadre
Comentari d'un quadreComentari d'un quadre
Comentari d'un quadre
 
Abdullah Munsyi
Abdullah MunsyiAbdullah Munsyi
Abdullah Munsyi
 
住院病歷書寫原則
住院病歷書寫原則住院病歷書寫原則
住院病歷書寫原則
 
Tajuk Kajian Slide
Tajuk Kajian SlideTajuk Kajian Slide
Tajuk Kajian Slide
 
Karangan Fakta Bengkel Gce N 15072006
Karangan Fakta Bengkel Gce N 15072006Karangan Fakta Bengkel Gce N 15072006
Karangan Fakta Bengkel Gce N 15072006
 
Kata Ganti Nama Nt
Kata Ganti Nama NtKata Ganti Nama Nt
Kata Ganti Nama Nt
 
spyware
spywarespyware
spyware
 
Kuih Tradisional Melayu
Kuih Tradisional MelayuKuih Tradisional Melayu
Kuih Tradisional Melayu
 
Pantun
PantunPantun
Pantun
 
Dealing With Difficult People Leadership Day
Dealing With Difficult People Leadership DayDealing With Difficult People Leadership Day
Dealing With Difficult People Leadership Day
 

Ähnlich wie Analysis Coversheet Final

Unaudited Actuals
Unaudited ActualsUnaudited Actuals
Unaudited Actualsdvodicka
 
Executive Summary Rough Draft #3
Executive Summary Rough Draft #3Executive Summary Rough Draft #3
Executive Summary Rough Draft #3AVINRAM
 
Social Media Marketing Budget Template
Social Media Marketing Budget TemplateSocial Media Marketing Budget Template
Social Media Marketing Budget TemplateDemand Metric
 
Cotizacion Redes Cole
Cotizacion Redes ColeCotizacion Redes Cole
Cotizacion Redes ColePaola Pedroza
 
Trading plan
Trading planTrading plan
Trading planldfx
 
"INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO"
"INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO""INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO"
"INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO"presslima
 
事業計画書
事業計画書事業計画書
事業計画書翔新 史
 
Tabla de Presupuesto
Tabla de PresupuestoTabla de Presupuesto
Tabla de Presupuestouniversidad
 
Global Taxation Arbitrage
Global Taxation ArbitrageGlobal Taxation Arbitrage
Global Taxation ArbitrageMark Nottingham
 
Bms 9to5 worksched1
Bms 9to5 worksched1Bms 9to5 worksched1
Bms 9to5 worksched1Confidential
 

Ähnlich wie Analysis Coversheet Final (20)

FY07 Master .xls
FY07 Master .xlsFY07 Master .xls
FY07 Master .xls
 
Unaudited Actuals
Unaudited ActualsUnaudited Actuals
Unaudited Actuals
 
Calculadora
CalculadoraCalculadora
Calculadora
 
Calculadora
CalculadoraCalculadora
Calculadora
 
Co
CoCo
Co
 
Executive Summary Rough Draft #3
Executive Summary Rough Draft #3Executive Summary Rough Draft #3
Executive Summary Rough Draft #3
 
Social Media Marketing Budget Template
Social Media Marketing Budget TemplateSocial Media Marketing Budget Template
Social Media Marketing Budget Template
 
Maine Tobacco Program Allocations, 2001-2013, Updated July 2011
Maine Tobacco Program Allocations, 2001-2013, Updated July 2011Maine Tobacco Program Allocations, 2001-2013, Updated July 2011
Maine Tobacco Program Allocations, 2001-2013, Updated July 2011
 
Cotizacion Redes Cole
Cotizacion Redes ColeCotizacion Redes Cole
Cotizacion Redes Cole
 
Book1
Book1Book1
Book1
 
Trading plan
Trading planTrading plan
Trading plan
 
"INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO"
"INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO""INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO"
"INTRODUCCION DE NUEVAS ESPECIES PARA LA PRODUCCION DE FLORES A CAMPO ABIERTO"
 
Presupuesto mensual
Presupuesto mensualPresupuesto mensual
Presupuesto mensual
 
事業計画書
事業計画書事業計画書
事業計画書
 
Tabla de Presupuesto
Tabla de PresupuestoTabla de Presupuesto
Tabla de Presupuesto
 
Global Taxation Arbitrage
Global Taxation ArbitrageGlobal Taxation Arbitrage
Global Taxation Arbitrage
 
Factura Excel
Factura ExcelFactura Excel
Factura Excel
 
Factura Excel
Factura ExcelFactura Excel
Factura Excel
 
Bms 9to5 worksched1
Bms 9to5 worksched1Bms 9to5 worksched1
Bms 9to5 worksched1
 
Trabajo
TrabajoTrabajo
Trabajo
 

Kürzlich hochgeladen

08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking Men08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking MenDelhi Call girls
 
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...apidays
 
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationFrom Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationSafe Software
 
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking MenDelhi Call girls
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024The Digital Insurer
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc
 
Scaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationScaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationRadu Cotescu
 
Presentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreterPresentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreternaman860154
 
Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)wesley chun
 
A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)Gabriella Davis
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking MenDelhi Call girls
 
Evaluating the top large language models.pdf
Evaluating the top large language models.pdfEvaluating the top large language models.pdf
Evaluating the top large language models.pdfChristopherTHyatt
 
Handwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsHandwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsMaria Levchenko
 
🐬 The future of MySQL is Postgres 🐘
🐬 The future of MySQL is Postgres 🐘🐬 The future of MySQL is Postgres 🐘
🐬 The future of MySQL is Postgres 🐘RTylerCroy
 
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdfThe Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdfEnterprise Knowledge
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherRemote DBA Services
 
2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...Martijn de Jong
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerThousandEyes
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Miguel Araújo
 
Tech Trends Report 2024 Future Today Institute.pdf
Tech Trends Report 2024 Future Today Institute.pdfTech Trends Report 2024 Future Today Institute.pdf
Tech Trends Report 2024 Future Today Institute.pdfhans926745
 

Kürzlich hochgeladen (20)

08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking Men08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking Men
 
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
 
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationFrom Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
 
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
 
Scaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationScaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organization
 
Presentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreterPresentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreter
 
Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)
 
A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men
 
Evaluating the top large language models.pdf
Evaluating the top large language models.pdfEvaluating the top large language models.pdf
Evaluating the top large language models.pdf
 
Handwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsHandwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed texts
 
🐬 The future of MySQL is Postgres 🐘
🐬 The future of MySQL is Postgres 🐘🐬 The future of MySQL is Postgres 🐘
🐬 The future of MySQL is Postgres 🐘
 
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdfThe Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a Fresher
 
2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 
Tech Trends Report 2024 Future Today Institute.pdf
Tech Trends Report 2024 Future Today Institute.pdfTech Trends Report 2024 Future Today Institute.pdf
Tech Trends Report 2024 Future Today Institute.pdf
 

Analysis Coversheet Final

  • 1. Diversified Asset Management Portfolio Analysis Year: % Gain/(Loss) $ Gain/(Loss) Portfolio Value S&P Value 1999 19.00% $19,001.54 $119,001.54 $119,530.00 2000 2.21% $2,635.04 $121,636.56 $107,409.66 2001 -4.42% -$5,378.99 $116,257.62 $93,403.45 2002 -12.52% -$14,552.86 $101,704.22 $71,575.07 2003 31.57% $32,111.09 $133,815.29 $90,456.57 2004 14.37% $19,229.97 $153,045.25 $98,588.61 2005 6.29% $9,123.49 $162,668.69 $101,546.26 2006 16.44% $26,748.99 $189,417.57 $104,592.64 2007 4.24% $8,024.92 $197,442.42 $108,284.76 -28.30% ($55,885.96) $141,556.39 $66,605.96 2008 ytd $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
  • 2. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2006 11.06% 8.03% 3.03% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 10.00% $10.00 $110.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Totals: $1,499.00 11.06% $165.79 $1,664.79
  • 3. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2005 10.82% 8.03% 2.79% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 $200.00 12.00% $24.00 $224.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,699.00 10.82% $183.79 $1,882.79
  • 4. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2004 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 5. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2003 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 6. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2002 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 7. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2001 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 8. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 2000 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 9. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1999 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 10. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1998 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 11. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1997 10.66% 8.00% 2.66% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79
  • 12. Diversified Asset Management Portfolio Analysis % Diff. Portfolio S&P 500 Portfolio vs. 1996 10.66% 8.03% 2.63% Year: % Gain / Loss: % Gain / Loss: S&P 500 Asset Name: Initial Value % Gain/(Loss) $ Gain/(Loss) EOY Value SPY $100.00 8.99% $8.99 $108.99 MUNT $100.00 10.00% $10.00 $110.00 PTM $100.00 -10.00% -$10.00 $90.00 IWN $599.00 20.00% $119.80 $718.80 Q $100.00 2.00% $2.00 $102.00 RECT $100.00 1.00% $1.00 $101.00 MDY $100.00 2.00% $2.00 $102.00 IWO $100.00 4.00% $4.00 $104.00 IFU $100.00 10.00% $10.00 $110.00 KWJ $100.00 12.00% $12.00 $112.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 0.00% $0.00 $0.00 Totals: $1,499.00 10.66% $159.79 $1,658.79