INVESTMENT PORTFOLIO PROJECT

By Rupe Gopani and Senan Lonergan

Agenda Market Outlook Asset Allocation Screening Process for Funds Overview of Portfolio Conclusion

Market Outlook

Asset Allocation

Screening Process for Funds Mutual Funds vs. ETFs Morningstar Rating Manager Tenure Category Ranking Risk Assessment Expenses

U.S. Equities Allocation

JPMorgan Small Cap Equity Sel VSEIX

JPMorgan Mid Cap Value Instl FLMVX

iShares Russell 1000 IWB

Energy Select Sector SPDR ETF XLE

Opportunity in Oil

International Equity Allocation

Invesco European Small Company Y ESMYX

Goldman Sachs Intl Sm Cp Insghts A GICAX

Henderson European Focus I HFEIX

Wells Fargo Advantage Asia Pacific I WFPIX

Russell 2000 vs S&P 500

Bond Allocation

Vanguard Short-Term Corporate Bond ETF VCSH

Lord Abbett Fixed Income I LCRYX

Wrap Up Opportunity in Europe Opportunity in Oil Neutral about the U.S. stock Market Bonds used to reduce risk

Thank You!

Senan LonerganRupe Gopani