📄 Extracted Text (146 words)
CYES ILLUSTRATION ON BALANCED PORTFOLIO*
26.0
24.0 530nm Overby
22.0 000 ONO 520mm Overlay
51Ornm Overlay
20.0
Portfolio ""•
8 18.0 .•••
O .. • •
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16.0 .r• ....... ...• •
••• ••• ••
4") 14.0
•••
12.0 •••
w •sat
••• .„ • ••••
10.0 •• •
8.0
6.0
2008 2009 2010 2011 201.2 2013 2014 2015 2016 2017
• Portfolio assumes equal allocations (1/3 each) on 04/01/08 to cash, bonds and equities: Cash
• Citigroup 3m Treasury:bill; Bonds • Barclays Municipal Bond Index; Equities • S&P500Total
Return Index.
• Overlay returns reflect actual composite of client returns (net of fees and expenses).
On same underlying portfolio, clients have the flexibility to select an
overlay size that targets their cash flow, return or risk objective
HARVEST
V0LAMIIT MANACEI4VM 7
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0052878
CONFIDENTIAL SDNY_GM_00199062
EFTA01363037
ℹ️ Document Details
SHA-256
abe857b35e581b22029663a4e217c03dc3eadc263736a13000d8a1ee27b2cef6
Bates Number
EFTA01363037
Dataset
DataSet-10
Document Type
document
Pages
1
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