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Advantage Investing, Inc.
Investment Performance Results
For the period ending 12/31/2010
               
Annualized Returns
Since
Type 1 Year 3 Year  5 Year 7 Year 1/1/2002
Aggressive Portfolio 9.7% -4.8% 0.1% 2.9% 1.5%
Benchmark 12.5% -5.1% 0.1% 1.7% 1.0%
Excess Return -2.8% 0.3% 0.0% 1.2% 0.5%
               
Moderate Portfolio 12.1% 2.4% 4.2% 5.0% 6.5%
Benchmark 9.5% 0.3% 2.9% 3.4% 3.1%
Excess Return 2.7% 2.1% 1.3% 1.6% 3.3%
               
Conservative Portfolio 11.4% 7.2% 5.6% 4.9% 6.6%
Benchmark 10.0% 1.5% 4.4% 4.9% 4.8%
Excess Return 1.4% 5.7% 1.2% 0.1% 1.8%
               
Indices
S&P-500 Stock Index 12.5% -5.1% 0.1% 1.7% 1.0%
Total Bond Index 6.4% 5.7% 5.7% 5.0% 5.3%
Equity Income Index 13.7% -2.7% 3.1% 4.7% 4.3%
US T-Bill 0.0% 0.9% 2.5% 2.4% 2.2%
               
               
Investment composite returns are Time Weighted Returns for all clients within each portfolio type. Returns are net of
2% annual asset management fees, as well as any other expenses incurred. Source for comparison index returns:
Investor’s FastTrack, Vanguard Funds. Individual results depend on the exact asset allocation within each portfolio. 
Past performance cannot guarantee future results.

 

     Our consolidated investment results for the period ending 12/31/2010 are shown above.  In tabulating these results, we aggregate all of our client accounts into one of three types: Aggressive, Moderate, and Conservative.  Aggressive accounts have a portfolio allocation to stocks that is greater than 60%.  Moderate accounts hold between 5% and 60% stocks, with the balance invested in our Bond and/or Current Income strategies..  Finally, Conservative accounts hold no more than 5% of their assets in stocks, again with the balance invested in our Bond and/or Current Income strategies.

     In order to provide a basis of comparison, each account type is also given a benchmark index.  The goal for each of the account types is to outperform that benchmark on a long term basis, typically three to five years, which represents a normal investing cycle.