BKS Investment Services

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Asset Allocation Updates

February, 2011

We have had to adjust our corporate profit growth and equity market appreciation potential expectations downward, given recent downward revisions of overall economic growth potential and domestic and international government fiscal policy and debt issues.  

We still believe that growth sectors (domestic small capitalization companies and international emerging market companies) and corporate debt sectors will provide the most attractive returns longer-term, but we have made adjustments in holdings to attempt to dampen account volatility in the short-term.    

Links below provide access to more details and fundamentals regarding expected asset returns, and domestic industry sector and individual stock preferences.

BKS

 Expected Asset Returns   Sector Preferences   Stocks (alphabetically) 

 Stocks (by sector)   Stocks (by score)  Allocation Recommendations

Expected asset returns, sector preferences and individual stock rankings are presented for existing and prospective BKS Investment Services clients. They are not intended to be utilized by any other individuals or institutions due to inherent market and individual stock volatility and potential for loss.