TUTORIAL

TUTORIAL

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FTJ FundChoice, LLC Asset Allocation Detailed Report Greg Barber Maria Barber September 12, 2003 3029 Dixie Highway, Suite 203 Edgewood, KY 41017 (800) 379-2513 Table of Contents Introduction to Asset Allocation............................................................................................................ 3 Client Profile................................................ 4 Background Information......................4 Education Planning ..............................................................................................................................4 Current Earnings..................................5 Retirement Planning............................5 Cash Flow............................................................................................................5 Taxes...................................................6 Social Security.....6 Annuities..............6 Planned Savings..................................................................................................................................6 Current Portfolio........ 8 Risk Profile .................................................................................................................................................. 9 Risk Tolerance Questionnaire.............9 Risk Profile Analysis..........................10 Optimize Portfolio ........................................................................................................... ...

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FTJ FundChoice, LLC
Asset Allocation Detailed Report
Greg Barber Maria Barber September 12, 2003
    3029 Dixie Highway, Suite 203 Ed ewood, KY 41017 (800) 379-2513
Table of Contents Introduction to Asset Allocation............................................................................................................ 3 Client Profile................................................................................................................................................4 Background Information......................................................................................................................4 Education Planning..............................................................................................................................4 Current Earnings..................................................................................................................................5 Retirement Planning............................................................................................................................5 Cash Flow............................................................................................................................................5 Taxes...................................................................................................................................................6 Social Security.....................................................................................................................................6 Annuities..............................................................................................................................................6 Planned Savings..................................................................................................................................6 Current Portfolio ........................................................................................................................................ 8 Risk Profile..................................................................................................................................................9 Risk Tolerance Questionnaire.............................................................................................................9 Risk Profile Analysis..........................................................................................................................10 Optimize Portfolio....................................................................................................................................11 Capital Market Assumptions..............................................................................................................11 Constraints.........................................................................................................................................11 Efficient Frontier Graph.....................................................................................................................12 Tax Implementation: Proposed Portfolio...........................................................................................13 Current and Proposed Portfolios.......................................................................................................14 Historical Analysis..............................................................................................................................15 Return Percentiles (Post-Tax)...........................................................................................................17 Wealth Percentiles (Post-Tax)...........................................................................................................18 Portfolio Comparison Table...............................................................................................................19 Sensitivity Analysis.................................................................................................................................20 Wealth Projection Graph: Current Portfolio (Post-Tax, Future Value) .............................................20 Wealth Projection Graph: Proposed Portfolio (Post-Tax, Future Value) ..........................................21 Wealth Projection Table: Current Portfolio (Post-Tax, Future Value) ..............................................22 Wealth Projection Table: Proposed Portfolio (Post-Tax, Future Value) ...........................................24 Glossary.....................................................................................................................................................26  
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