Choice PortfolioThe Choice Model Portfolio invests in the common stocks of U.S. based companies of all sizes but is concentrated in large and medium capitalization stocks.
Portfolio Construction
The portfolio will typically hold approximately 5 to 12 common stock positions. Those companies will have strong cash flow, reasonable debt and strong competitive advantages.
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Total Returns
(as of 12/31/06) | Annualized Returns
(as of 12/31/06) | | Portfolio/Fund | 2006 | 2005 | 2004 | 2003 | Since Inception
(4/4/03) | Since Inception
(4/4/03) | | Choice | 11.76% | -1.90% | 15.31% | 22.31% | 54.63% | 12.35% | | Large-Cap Equity Mutual Funds | 13.52% | 4.85% | 7.79% | 25.59% | 61.13% | 13.57% |
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Disclosure
The returns of the Choice model portfolio are determined using a technique known as “time-weighted return on investment”. They do not represent actual trades of client portfolios although client portfolios are based on the model portfolios. The model portfolios are for informational purposes only. Although Brick Financial believes the information and data in this report were obtained from sources considered reliable and correct, we cannot guarantee their accuracy or completeness. Neither this commentary, nor any opinions expressed herein, should be construed as an offer to sell or a solicitation of an offer to acquire any securities or other investments mentioned herein. Persons associated with this firm may own or have an interest in securities or investments mentioned in this presentation. Their positions may change from time to time and they may buy or sell such securities or investments. Past returns are no guarantee of future performance. The Choice model portfolio data is maintained at Foliofn.com. The Choice model assumes an April 4, 2003 starting date.
The Large-Cap Equity Mutual Fund data is from Lipper Research and is published in The Wall Street Journal. Mutual fund returns are from 4/1/2003. | 
