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Advantage Investing, Inc. |
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Investment Strategy Composite Annualized Returns |
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For The Period Ending 12/31/2007 |
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Investment Strategy |
1 Year |
3 Year |
5 Year |
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Strategic Allocation Strategy |
12.8% |
15.5% |
20.2% |
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Stock Strategy |
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13.5% |
5.8% |
9.4% |
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Bond Strategy |
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-0.4% |
2.8% |
8.0% |
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Current Income Strategy |
-5.1% |
1.7% |
4.7% |
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Comparison Indices |
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S&P-500 Stock Index |
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3.5% |
6.6% |
10.1% |
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Dow Jones Corporate Bond Index |
5.2% |
3.4% |
3.8% |
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US T-Bill Index |
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5.1% |
4.3% |
3.3% |
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Shearson Treasury Bond Index |
10.0% |
5.8% |
4.7% |
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Notes: |
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Composite returns are time weighted returns that include all client accounts invested |
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within the respective strategy. Returns greater than one year in length are annualized. |
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All strategy returns are shown net of 2% annual asset management fee, as well as |
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all other trading expenses incurred. Past performance cannot guarantee future results. |
