S&P Select Portfolio

The S&P Select portfolio is a conservative portfolio suitable for moderate risk investors. The portfolio is restricted to hold no less than 90% of its equity assets in members of the S&P 500. The goal of the S&P Select Portfolio is to outperform the S&P 500 market average. The portfolio is managed by Bud Leedom and consists of 35-40 positions.

The selection process is conducted exclusively through our proprietary LeedomCharts process. Selected companies are experiencing a high degree of institutional buying and are expected to outperform the overall market. 

Portfolio Risk: Low
Portfolio turnover: ~0.5 per year
Average market capitalization: $16.3 billion

Top 5 Holdings (as of July 2008):
Gilead Sciences, Inc. (3.6% of total portfolio)
Visa, Inc. (3.5%)
Hercules, Inc. (3.2%)
El Paso Corp. (3.1%)
Qualcomm, Inc. (2.8%)

Management Fee: 1% per annum
Minimum Investment: $100,000
Minimum Investment Period: 1 year

For more information on this portfolio please call toll free at 866.928.2600.

Important Note: Portfolio selections are subject to change upon market conditions or based on a change in investment parameters. The portfolio may also hold a percentage of its total assets in cash or interest bearing securities.

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