Invest By Model -- Helping DIY Investors

Conservative Growth/Balanced
Benchmark: S&P 500 - Barclays Aggr. (60/40)

Inception: 7/21/2008

(more info)

Acct Type:	Cash	Target Positions:	15
Mny Mkt	0.02 %	Turnover (%):	100.00 %
Research Pricing: $20.00 per month (to access all research)
Description: The Conservative Growth / Balanced Model Portfolio is designed to offer investors long-term price appreciation, long-term dividend growth and short-term income (yield) of at least 1% above that of the S&P 500. The benchmark is 60% S&P 500 and 40% Barclays Aggregate Bond. The manager will add value both with security selection as well as asset allocation between cash, bonds and stocks. In all cases, the manager will adhere to the two goals of long-term appreciation in the portfolio as well as capital preservation, making the portfolio ideal for those in or nearing retirement. Cash is not required but can go as high as 45% at times when both stocks and bonds are unattractive. Stocks will be a minimum of 45% and a maximum of 75%. Bonds can be as low as 10% and as high as 55%. Turnover is expected to be about 100%, though individual stocks are expected to remain in the portfolio on average at least one year. ETFs will be used for both some equity exposure and all bond exposure. Asset allocation for both tactical and strategic reallocations is likely to generate most of the turnover.

Performance as of 2/8/2010
	Year to Date	1 Month	3 Month	6 Month	12 Month	Inception	Annualized
Conservative Growth/Balanced	1.10 %	-0.34 %	4.35 %	8.91 %	24.43 %	18.36 %	--
S&P/Bond 60-40	-2.27 %	-4.04 %	0.35 %	5.69 %	18.68 %	-1.54 %	--



Difference	3.37 %	3.70 %	4.00 %	3.22 %	5.75 %	19.90 %	--

COPY THIS MODEL IN YOUR ONLINE ACCOUNT. IT WORKS LIKE A RECIPE!

PORTFOLIO

ENTER YOUR PORTFOLIO VALUE: $

Holdings
Ticker	Name	Date Added	Cost	Current	Gain/Loss	Shares

----	For HOLDINGS and TRADE ALERTS	5/18/2009	* $5.55	$4.93	-11.13 %

----	Register for FREE TRIAL	7/21/2008	* $98.05	$104.60	6.68 %

----	For HOLDINGS and TRADE ALERTS	5/4/2009	* $73.99	$80.76	9.15 %

----	Register for FREE TRIAL	9/21/2009	* $72.96	$74.68	2.36 %

----	For HOLDINGS and TRADE ALERTS	12/14/2009	* $28.37	$28.05	-1.12 %

----	Register for FREE TRIAL	2/8/2010	$51.28	$50.93	-0.68 %

----	For HOLDINGS and TRADE ALERTS	9/21/2009	* $27.11	$31.45	16.02 %

----	Register for FREE TRIAL	7/31/2009	* $23.24	$24.64	6.02 %

----	For HOLDINGS and TRADE ALERTS	11/11/2008	* $31.52	$38.86	23.28 %

----	Register for FREE TRIAL	7/21/2008	* $60.01	$62.37	3.94 %

----	For HOLDINGS and TRADE ALERTS	3/9/2009	* $8.43	$9.07	7.58 %

----	Register for FREE TRIAL	11/16/2009	$93.06	$109.85	18.04 %

----	For HOLDINGS and TRADE ALERTS	1/25/2010	$40.78	$42.89	5.19 %

----	Register for FREE TRIAL	2/8/2010	$27.61	$27.37	-0.85 %

----	For HOLDINGS and TRADE ALERTS	2/4/2010	$34.27	$33.29	-2.86 %

CASH						--

Security Pricing

Closed Positions

Ticker	Name	Date On	Date Off	Open	Close	Gain/Loss

MATK	Martek Biosciences Corporation	12/17/2009	1/25/2010	$17.93	$21.82	21.73 %

SYY	SYSCO Corporation	4/23/2009	11/3/2009	$22.92 *	$26.20	14.31 %

CVX	Chevron Corporation	7/21/2008	10/21/2009	$71.36 *	$73.95	3.63 %

COLM	Columbia Sportswear Company	7/21/2008	9/21/2009	$36.48 *	$41.97	15.05 %

CRR	CARBO Ceramics Inc.	4/2/2009	7/24/2009	$30.88 *	$37.68	22.02 %

TDW	Tidewater, Inc.	3/12/2009	5/20/2009	$33.23 *	$44.68	34.46 %

CSL	Carlisle Companies Inc	7/21/2008	5/18/2009	$25.83 *	$23.97	-7.20 %

NATI	National Instruments Corporation	7/21/2008	5/4/2009	$26.04 *	$24.10	-7.45 %

CSCO	Cisco Systems, Inc.	7/28/2008	5/1/2009	$19.29 *	$17.94	-7.00 %

ASF	Administaff, Inc.	7/21/2008	4/23/2009	$27.26	$23.44	-14.01 %

FII	Federated Investors Inc.	7/21/2008	3/27/2009	$33.58	$22.31	-33.56 %

ITW	Illinois Tool Works Inc.	7/21/2008	1/12/2009	$46.55	$35.77	-23.16 %

BBBY	Bed Bath & Beyond Inc.	7/21/2008	12/17/2008	$26.19	$25.29	-3.43 %

LOW	Lowe's Companies, Inc.	7/21/2008	12/8/2008	$20.32	$23.84	17.30 %

*Average price of multiple trades