Dynamic Asset Allocation Strategy (DAAS)

The Pavich Dynamic Asset Allocation Strategy was created in 2000 to assist investors in what appeared then to be the beginning of a Secular Bear Market. The program uses the Rydex Mutual Funds as a platform to allocate among a wide variety of asset classes, indices, and sectors. The strength of the program lies in its flexibility and ability to move to the sidelines if the markets become uncooperative. Since inception of the strategy the portfolios have spent nearly half the time – typically in relatively brief periods of days or occasionally weeks -- invested 100% in money market funds. This dynamic has produced comparatively strong results by effectively blending the strategy’s goals of capital preservation and growth. Volatility and losses do occur, but concerted attempts are made to manage risk and keep losses at a minimum. Remember past performance is no guarantee of future results.

Tear Sheets

Aggressive Tear Sheet 8/09

Moderate Tear Sheet 8/09

Aggressive Tear Sheet 7/09

Moderate Tear Sheet 7/09

Aggressive Tear Sheet 6/09

Moderate Tear Sheet 6/09

Aggressive Tear Sheet 5/09

Moderate Tear Sheet 5/09