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Sample Portfolio
 
Large Cap                               (25%)   SYMBOL 
     Value 7 % Russell 1000 Value IWD
   8 % S&P Barra 500 Value IVE
     Growth 10 % S&P Barra 500 Growth IVV
       
Mid Cap                                  (15%)    
     Value 9 % S&P Barra 400 Value IJJ
     Growth 6 % S&P Barra 400 Growth IJK
       
Small Cap                               (10%)    
     Value 5 % Russell 2000 Value IWN
     Growth 5 % Russell 2000 Growth IWO
       
International                         (8%)    
     MSCI EAFE 4 % Europe, Australia, Far East EFA
     Pacific 4 % MSCI Pacific Ex. Japan EPP
       
Sectors                                    (14%)    
     Real Estate 7 % Wilshire REIT Index RWR
     Biotechnology 4 % NASDAQ Biotechnology IBB
     Financial 3 % Dow Jones U.S. Financial IYG
       
Income                                   (27%)    
     Multi Sector Bond 13 % Lehman Aggregate Bond Fund AGG
     Corp. Bonds 8 % Investop Corp. Bond LQD
     7-10 Year Treasury 6 % U.S. Government Bond Fund IEF
       
120 Madison Street, 1700 AXA Tower II
Syracuse, NY 13202
Phone: (315) 472-6221
Fax: (315) 701-2789
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 we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. 

Investment products and services available only to residents of:  New York, Florida, California, Maine, Massachusetts,Colorado, New Jersey, Connecticut, Virginia, South Carolina, Washington, Georgia, Maryland, Alabama and Indiana .

Securities offered through Cadaret, Grant & Co., Inc. Members FINRA and SIPC
110 West Fayette Street, 5th Floor, Syracuse, NY 13202

Diversified Capital Management, LLC and ETFidea, LLC  are not affiliated with Cadaret, Grant & Co., Inc.



This communication is strictly intended for individuals residing in the state(s) of NY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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