I8I Outlook Presentation Sept. 2011
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Transcript of I8I Outlook Presentation Sept. 2011
September 2011 Outlook Presentation
Nasdaq Comp., DJIA, S&P500 (9/4/2008 – 9/2/2011)
Japan’s Nikkei Index01/6/1986 – 9/1/2011
Market Potential
B i C lBusiness Cycle
12Low UnemploymentX
9 D i C it lBusiness CyclensionContra
X9 3Accelerating Profits Decreasing Capital
ExpendituresBusiness Cycle
Expa
n action
6High Unemployment
STOCK CLOCK -Jeff Mortimer, Chief Investment Officer—Charles Schwab Investment Management, Inc.
Three Investor Types
Self Directed Institutional Self w/Guidance
Investment Approach
Active Asset Allocation – Moderate Model10%
15%
5% 5% 5%
90%
100%
Active Asset Allocation Moderate Model
30%
40%
30%
20% 20%35%
70%
80%
15%
%
20%
25% 25%
%40%
50%
60%Cash
Bonds
Alpha
45%
35%
45%50% 50%
10%50%
20%
30%
40%Stocks
15%
35%0%
0%
10%
P ki C t ti E l R L t R E l E i L t E iPeaking Contraction Early Recovery Late Recovery Early Expansion Late ExpansionLoss Avoidance Risk Bearing
Source: 16 Slide Presentation 5_2011 – Infinity 8 Investments, LLC
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