Financial planning
RETURN = -1% FACT: DJIA JAN 3,2000 – 11,357.51 FACT: DJIA DEC 1, 2010 – 11,255.78 RETURN = -1% Source: finance.yahoo.com
RETURN = - 17% FACT: S&P 500 JAN 3, 2000 – 1455.22 FACT: S&P 500 DEC 1 2010 – 1206.07 RETURN = - 17% Source: finance.yahoo.com
WHAT IF THESE 10 YEARS……. WERE YOUR 10 YEARS?
What if…………… HISTORY REPEATS ITSELF?
Historical Trends: Secular Bear
WHAT’S IN A PLAN? YOUR GOALS YOUR DREAMS YOUR FUTURE
SO WHERE DO WE BEGIN?
An Investment in Your Future The Planning Process An Investment in Your Future
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Let’s Look At The Planning Results
Source: moneyguidepro
Source: moneyguidepro
Source: moneyguidepro
Stress Test #3 - Back Testing Source: moneyguidepro
Stress Test #3 – Rolling Windows Source: moneyguidepro
For Planning Projections How Does One Realistically calculate the projected returns on their existing portfolio? Or calculate the projected returns on a suggested portfolio? Otherwise, how do you know if you are on course or off course??
Probability Of Success - Monte Carlo Stress Test Probability Of Success - Monte Carlo Source: moneyguidepro
Probability of Success With Our Suggested Portfolio Source: moneyguidepro
Secular Bear Market Opportunities 1966-1982
Secular Bear Market Opportunities 2000-2010 TOP PERFORMERS PAST TEN YEARS INTUITIVE SURGICAL – UP 1,407% COACH – UP 1,507% CARMAX – UP 1,633% COGNIZANT TECH – UP 2,285% SOUTHWESTERN ENERGY – UP 2,601% CLIFFS NATURAL RESOURCES – UP 2,671% URBAN OUTFITTERS – UP 3,599% FLIR SYSTEMS – UP 3,789% APPLE – UP 4,206% PRICELINE.COM – UP 4,962% Source: finance.yahoo.com
Stock Picking Process
Dividend Portfolio
Mutual Funds
ETF Strategy
Other opportunities
Non-Traded Real Estate Investment Trusts
See prospectus: Cole Credit Property Trust III
ALTERNATIVE STRATEGIES FUND OF FUNDS PRIVATE EQUITY MANAGED BONDS ALTERNATIVE ASSETS HARD ASSET CLASSES
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