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

Frankenstein, Victor

Action Items

Unlinked Accounts

Link to Goal

Schwab 1115555555

Victor's Goals

Pool

Value

0.75 Min Wealth

$2,750,000.00

Date to Fund

01/22/2024

Linked Accounts

Schwab

yyyyyyyyyyyyyy

Schwab

1111111111

Schwab

0000000000

Wedding

Value

0.11 Min Wealth

$54,567.00

Date to Fund

01/15/2021

Linked Accounts

Schwab

999999999

Interactive Brokers

66666666666666666666

Vacation

Value

2.80 Min Wealth

$17,800,008.00

Date to Fund

04/15/2023

Linked Accounts

Schwab

3333333333333333

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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