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Performance Summary

Four economic environments and asset allocation strategies are recognized by Parish & Company. The current environment as of January 15, 2008 is defined as "convervative."
Environment: Stock and Stock Funds Low Risk Fixed Income
1)  Growth 75 percent 25 percent
2)  Balanced 50 percent 50 percent
3)  Conservative 25 percent 75 percent
4)  Wealth Preservation 0 percent 100 percent

The following summary is a matter of public record openly communicated to leading members of the financial community, business press and was the foundation for all client decisions.  See market commentary for additional details.
Summary of Forecasts and Recommendations Overall Allocation
1994-1999 Growth - Excellent Returns
2000 Balanced - Good returns, No Client Losses
2001 Wealth Preservation - Small returns, No Losses
2002  Wealth Preservation - Small Returns, No Losses
2003 Balanced as of  8/1/03 - Small Returns, No Losses
2004-2007 Balanced - Good returns, No Client Losses
Note that not all clients have the same goals, for example, some may desire a conservative portfolio during a period defined by Parish & Company as "growth."  In addition, past recommendations do not in any way guarantee the success of future recommendations.
 
Average Client Portfolio  1/25/2008 Percent of Portfolio
Domestic Equities and Equity Funds 15 percent - focus on solid dividends
Foreign Equities (India, Russia, Europe) 5 percent - focus on solid dividends
Foreign Fixed Income (Canadian Treasuries) 26 percent - maximum maturity 2 years
Long Term Fixed Income  3 percent
Short-Term Treas Bills and Money Mkt 51 percent
 See market commentary for more details.  Market Commentary

Parish & Company
Tel:  503-643-6999 
email:  bill@billparish.com

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