Mullooly Asset Management November 2013

Conservative Investors: What to Expect

Mullooly Asset Management PodcastNovember 6, 2013

Mullooly Asset Management November 2013

Conservative Investors

Typical Asset Allocation60% Equity40% Cash/Bonds

Mullooly Asset Management November 2013

Doing the Math

2013 Year to DateS&P 500: +23%US Total Bond Market Index: -4%

Conservative Asset Allocation60% Equities (60% of 23%) = +13.8%40% Cash/Bonds (40% of -4%) = -2.4%

For Conservative Investors 2013 = +11.4%

Mullooly Asset Management November 2013

A Look at the Past

Using the same math, we can see:2012 = +8.3% for conservative investors2011 = +1.7% for conservative investors2008 = -22.4% for conservative investors

Mullooly Asset Management November 2013

Things to ConsiderWhat does being a conservative investor

mean?Is that what you want from your investments?

Mullooly Asset Management November 2013

None of the securities mentioned in this (or any) podcast or video represent past specific recommendations of Mullooly Asset Management.

This video is NOT a recommendation to buy or sell any of the securities mentioned here.

If you’re relying on a podcast for investment advice, you are likely making a huge mistake.

We strongly urge our listeners to consult with their investment advisor before they make a decision to buy or sell any investment.

Mullooly Asset Management November 2013

Mullooly Asset Management, LLC

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