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.

1. Mullooly Asset Management Podcast
November 6, 2013
Mullooly Asset Management November 2013

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

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. 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. Things to Consider
 What does being a conservative investor mean?
 Is that what you want from your investments?
Mullooly Asset Management November 2013

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. Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management November 2013