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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.
The Performance Table above is representative of a compilation of the selected funds
to achieve a probabilistic return for a measured level of risk. Model Portfolios
are rebalanced every year on March 1. All performance data is total returns which
includes interest and dividends. The commodity measure represented in the Model
Portfolios is the PowerShares DBC security (net of fund fees) from March 2006. To
gain additional history, DBLCI was appended back in time net of fund fees estimated
to be 83 basis points per year (.83%). The returns are net AB’s advisory fee
and Schwab transaction fee of 70 basis points (.70%) per year. (Calculation based
on average fee impact on $50,000 invested in AB Model Portfolio 06 rebalanced annually
for 5 years.)
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.
These materials are subject to change without notice and, due to the rapidly changing
nature of the security markets, may quickly become outdated. All materials presented
are compiled from sources believed to be reliable and current, but accuracy cannot
be guaranteed. This information is distributed for education purposes, and it is
not to be construed as an offer, solicitation, recommendation, or endorsement of
any particular security, product, or service.
AssetBuilder Inc. is an investment advisor registered with the Securities and Exchange
Commission. Consider the investment objectives, risks, and expenses carefully before
investing.
