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Part2(3) - The Cowell Family Portfolio Author Date Purpose...

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The Cowell Family Portfolio Author Dustin Johnston Date 7/22/2010 Purpose To report on the investment portfolio of Cara and  Randy Cowell
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Crockett Family Portfolio 5c16ae37eb65a4cc04d3930ee9f51504a0ca06b8.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) 6.69% 56.32% 19.30% 13.87% 3.82% Composition Cash U.S. Stocks Non-U.S. Stocks Bonds Other
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Cowell Family Portfolio Investment Category Portfolio Cash  $19,813  U.S. Stocks  $166,796  Non-U.S. Stocks  $57,158  Bonds  $41,077  Other  $11,313  Total Assets  $296,157 
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