SEE HOW YOU MIGHT HAVE DONE HAD YOU INVESTED DIFFERENTLY...
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AN OVERVIEW OF YOUR PORTFOLIO AND ITS CHANGING ASSET ALLOCATION
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NOTES...
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ACTIVITY SUMMARY
Beginning Value (03/09/2000)
$251,700.39
Market Fluctuation
-$17,453.82
Ending Value (02/17/2005)
$283,607.14
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NET INVESTMENT VS. MARKET VALUE
for period 03/09/2000-02/17/2005
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The table to the far left highlights the investor's overall account activity while the chart to the immediate left
shows their net investments and corresponding market values over the same period.
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ASSET ALLOCATION
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| Stock |
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49.5% |
Domestic Stock |
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10.2% |
Intl Stock |
| Bond |
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35.2% |
Domestic Bond |
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5.1% |
Intl Bond |
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CHANGING ALLOCATION OVER SAME PERIOD
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This chart illustrates the investor's changing asset allocation over time for their own portfolio.
The pie chart to the far left highlights their portfolio's current asset allocation.
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InvestorID:
(Default: 707, Alternate IDs: 461, 398)
Change custom portfolio
composition:
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