Part2-Johnston - The Cowell Family Portfolio Author Date...

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The Cowell Family Portfolio Author Date Purpose To report on the investment portfolio of Cara and  Randy Cowell
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Crockett Family Portfolio 77a77d2e86a523eb0bf4d78a595cd86730cc42f7.xlsx As of: 06/21/2011 Cowell Family Portfolio As Of April 30, 2010 Agent Ajita Jindal Client Brian and Tammy Crockett Investment Style Moderate growth/risk Market Value $296,157.00 Analysis Region % of Assets North America 62.84% Latin America 1.91% United Kingdom 4.21% Europe 7.95% Africa/Middle East 6.91% Japan 4.85% Australasia 3.91% Asia 7.42% Area % of Assets Americas 64.75% Greater Europe 19.07% Greater Asia 16.18% Performance Best/Worst Time Periods Best Worst 3 Months 2/07 - 5/07 6/06 - 9/06 Return 16.52% -12.69% 1 Year 9/03 - 9/04 8/05 - 8/06 Return 14.58% -12.32% 3 Years 7/06 - 7/09 8/05 - 8/08 Return 12.97% 0.03% Risk Return 3 Months 41 35 1 Year 42 23 3 Years 50 11 Risk/Return Rating (1=Best, 100=Worst)
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Cowell Family Portfolio Investment Category
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This note was uploaded on 06/20/2011 for the course CS 146 taught by Professor Staff during the Spring '08 term at Sam Houston State University.

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Part2-Johnston - The Cowell Family Portfolio Author Date...

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