Inputs & Analysis - SailingStone

Client Households

Name	Market Value	Custodian
Lee,Stan	$10,000,000.00	Schwab
Frankenstein,Victor	$100,000.00	Schwab
Man,Bat	$1,000,000,000.00	Interactive Brokers
Ruffalo,Mark	$1,000,000.00	Schwab
Man,Muffin	$100,000.00	Interactive Brokers

Effective Tax Bracket

Tax Method

Lee, Stan

Action Items

Unlinked Accounts

Link to Goal

Schwab 1115555555

Stan's Goals

Party

Value

1.00 Min Wealth

$2,750,000.00

Date to Fund

06/28/2023

Linked Accounts

Schwab

F62222688H1PP

Interactive Brokers

1111166688H19

Schwab

Y66988H1O

Interactive Brokers

M6P688H1K

Win

Value

2.00 Min Wealth

$27,800,008.00

Date to Fund

01/09/2023

Linked Accounts

Schwab

F62222688H1PP

Interactive Brokers

1111166688H19

Conquer

Value

2.80 Min Wealth

$17,800,008.00

Date to Fund

10/11/2023

Linked Accounts

Schwab

F62222688H1PP

SpaceShip

Value

2.80 Min Wealth

$17,800,008.00

Date to Fund

07/07/2023

Linked Accounts

Schwab

F62222688H1PP

Capital Market Expectations

Number of Periods

Model

Factor Model

Load CMEs

Returns & Volatility

Equity CMEs

Market Size Value Momentum

E(Return)

E(Volatility)

Fixed Income CMEs

Short Duration Medium Duration Long Duration Credit

Alertnatives CMEs

Gold Oil Real Estate PE/VC

Correlations

Market

Size

Value

Momentum

Short

Medium

Long

Credit

Gold

Oil

PE/VC

Master Correlations

Equity

Alts

Equity Fixed Income Alertnative

Confidence

Target Weights

Save Input

Sector	Weight
Technology	0.3
Consumer Cyclicals	0.12
Healthcare	0.125
Financials	0.11
Industrials	0.08
Consumer Non-Cyclicals	0.055
Utilities	0.025
Basic Material	0.025

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