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Mullooly Asset Management Podcast
November 6, 2013

Mullooly Asset Management November 2013
Conservative Investors
Typical Asset Allocation
 60% Equity
 40% Cash/Bonds

Mullooly Asset Management November 2013
Doing the Math
2013 Year to Date
 S&P 500: +23%
 US Total Bond Market Index: -4%
Conservative Asset Allocation
 60% Equ...
A Look at the Past
Using the same math, we can see:
 2012 = +8.3% for conservative investors
 2011 = +1.7% for conservat...
Things to Consider
 What does being a conservative investor mean?
 Is that what you want from your investments?

Mullool...
None of the securities mentioned in this (or any)
podcast or video represent past specific
recommendations of Mullooly Ass...
Mullooly Asset Management, LLC
support (at) mullooly (dot) net

732-223-9000
www.mullooly.net

Mullooly Asset Management N...
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Defining a Conservative Investor

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What is a conservative investor and what can they expect when they invest? These are two questions that advisors and investors seem to have different answers for.

Published in: Economy & Finance, Business
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Transcript of "Defining a Conservative Investor"

  1. 1. Mullooly Asset Management Podcast November 6, 2013 Mullooly Asset Management November 2013
  2. 2. Conservative Investors Typical Asset Allocation  60% Equity  40% Cash/Bonds Mullooly Asset Management November 2013
  3. 3. Doing the Math 2013 Year to Date  S&P 500: +23%  US Total Bond Market Index: -4% Conservative Asset Allocation  60% 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
  4. 4. A Look at the Past Using the same math, we can see:  2012 = +8.3% for conservative investors  2011 = +1.7% for conservative investors  2008 = -22.4% for conservative investors Mullooly Asset Management November 2013
  5. 5. Things to Consider  What does being a conservative investor mean?  Is that what you want from your investments? Mullooly Asset Management November 2013
  6. 6. 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
  7. 7. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management November 2013
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