1. Financial planning

2. RETURN = -1% FACT: DJIA JAN 3,2000 – 11,357.51
FACT: DJIA DEC 1, 2010 – 11,255.78
RETURN = -1%
Source: finance.yahoo.com

3. RETURN = - 17% FACT: S&P 500 JAN 3, 2000 – 1455.22
FACT: S&P 500 DEC –
RETURN = - 17%
Source: finance.yahoo.com

4. WHAT IF THESE 10 YEARS……. WERE YOUR 10 YEARS?

5. What if…………… HISTORY REPEATS ITSELF?

6. Historical Trends: Secular Bear

7. WHAT’S IN A PLAN?
YOUR GOALS
YOUR DREAMS
YOUR FUTURE

8. SO WHERE DO WE BEGIN?

9. An Investment in Your Future
The Planning Process
An Investment in Your Future

11. Source: moneyguidepro

12. Source: moneyguidepro

13. Source: moneyguidepro

14. Source: moneyguidepro

15. Source: moneyguidepro

16. Source: moneyguidepro

17. Source: moneyguidepro

18. Source: moneyguidepro

19. Source: moneyguidepro

20. Source: moneyguidepro

21. Let’s Look At The Planning Results

22. Source: moneyguidepro

23. Source: moneyguidepro

24. Source: moneyguidepro

25. Stress Test #3 - Back Testing
Source: moneyguidepro

26. Stress Test #3 – Rolling Windows
Source: moneyguidepro

27. 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??

28. Probability Of Success - Monte Carlo
Stress Test
Probability Of Success - Monte Carlo
Source: moneyguidepro

29. Probability of Success With Our Suggested Portfolio
Source: moneyguidepro

30. Secular Bear Market Opportunities 1966-1982

31. 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

32. Stock Picking Process

33. Dividend Portfolio

34. Mutual Funds

35. ETF Strategy

36. Other opportunities

37. Non-Traded Real Estate Investment Trusts

43. See prospectus: Cole Credit Property Trust III

44. ALTERNATIVE STRATEGIES
FUND OF FUNDS
PRIVATE EQUITY
MANAGED BONDS
ALTERNATIVE ASSETS
HARD ASSET CLASSES

45. BigFoot Investments (a DBA of Lee Johnson Capital Management) does not promise, guarantee or imply that you will improve your operation, or increase your revenues. As with any business, earnings potential and successful or unsuccessful use of BigFoot Investments’ products and materials will widely vary among our customers depending on many factors, including but not limited to, the customer’s finances, knowledge and skill set, creativity, motivation, level of effort, individual expertise and as such we do not guarantee your success or income level. The information conveyed by BigFoot Investments, as well as the information otherwise conveyed in these materials is intended to provide you with basic instruction regarding your business or operation. BigFoot Investments does not guarantee any results or returns based on the information you receive. Past performance or examples of other’s performance is no indication or guarantee of your anticipated future results, and individual results may vary. We are not responsible for any success or failure of your business if you implement the information you receive from us. We provide a tool that you can use to try to improve the operations of your business. All information contained or received through the use of our materials is provided “as is” without warranty of any kind. We hereby disclaim all warranties with regard to the information contained in our materials including without limitation all expenses, statutory and implied warranties of merchantability and fitness for a particular purpose.