Investment Understanding Confirmation

Portfolio Strategy Weighting

Current Asset Allocation

Initials	My Understandings
	Markets are driven by politics, war, regulation, interest rates, innovation, and weather. Past performance is not a guarantee of future performance – events will be different. Worst case losses could be multiple times larger than the six-month 95% range shown.

Setting Shorter Term Expectations

Initials	My Understandings
	Momentum can be interrupted, but is still your best long-term bet. Play the long game.

Granular Performance Analysis
	Leads	Lags
Total Months	130	82
% of Months	61.3%	38.7%
Average Diff./Month	2.8%	-2.3%
Annualized Alpha	2.8%

Initials	My Understandings
	These charts illustrate the hypothetical performance of this Portfolio prior to its inception date in a tax-deferred account. Short-term underperformance streaks are normal and frightful. Play the long game.

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