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Model comparisons are based on alignment of risk (closest standard deviation).

The Couch Potato

The Couch Potato Portfolios

Performance Summary as of April 2013

Last 3 Months ReturnLast 1 Year Annualized Return Last 3 Years Annualized ReturnLast 5 Years Annualized Return Last 5 Years Standard Deviation
4.20%10.87%10.39%6.45%11.90%

Model Portfolio 08

AssetBuilder Model Portfolios

Performance Summary as of April 2013

Last 3 Months ReturnLast 1 Year Annualized Return Last 3 Years Annualized ReturnLast 5 Years Annualized Return Last 5 Years Standard Deviation
3.11%8.93%6.50%5.37%11.92%

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Although we have done our best to present this information fairly, hypothetical performance is still potentially misleading. Hypothetical data does not represent actual performance and should not be interpreted as an indication of actual performance. This data is based on transactions that were not made. Instead, the trades were simulated, based on knowledge that was available only after the fact and thus with the benefit of hindsight. Results do not include the impact of taxes, if any. Past Returns are not indicative of future results.

The AssetBuilder (AB) constructed portfolios – Model Portfolios – have been developed based on historical performance of the standard asset classes (stocks, bonds and cash) and of representative market index fund measures. Since this is a Model Portfolio (hypothetical), there can be no assurance that an AB client would have achieved similar rates of return over the time frame. In addition, since the time period in question is a historical one, there can be no assurance that future results achieved by AB clients will in any way resemble those represented by the Model Portfolios.

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