The program is an investment advisory program with continuous and regular supervision of investments by WS Wealth Managers Inc. using the advanced brokerage custodian platform provided by FOLIOfn Investments.

Combinations of stocks, exchange traded funds (ETF's), Closed End Funds (CEF's), as well as limited fixed income securities and mutual funds are combined into "model" FOLIO's designed to accomplish specific investment objectives. Subcriptions to certain combinations of FOLIO's and periodic modifications are designed to provide for superior risk management and an efficient and optimized form of Dynamic Asset Allocation custom tailored to each investor.

A "typical" portfolio in the program, analyzed using Morningstar Office software indicates a high degree of diversification with 1500 equity and 500 fixed income holdings. This level of diversification is possible, even in smaller accounts, in part because of the ability of the FOLIOfn platform to trade fractional shares.



Friday, October 8, 2010

WS Food Production I Description (Thematic)

Non-diversified portfolio of stocks in companies that produce and/or process food and/or are related to global food production.   FOLIO seeks to profit from long term trend for rising cost of food relative to inflation as well as a long term trend of increasing industry concentration (larger companies with economies of scale) in a historically fractured industry.  Could be considered to be a partial hedge against inflation. Some positions in stocks based in China. Standard Deviation expected to be 130-160% of S&P500 and would therefore be categorized as “volatile” and suitable for only a portion of a diversified portfolio.

Past performance does not predict future performance. Returns in the short term can be highly affected by unexpected geopolitical, market speculation and weather related risks or health scare headline risk.

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