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DISCLAIMERS

General  All information and material in this newsletter and on our company's website is provided as a service to Pariveda clients and prospective clients. Pariveda, Inc. retains sole responsibility for, and rights to, all content appearing in this newsletter and on the Pariveda website.

 

No Implied Guarantees  While we continually strive to add value through our recommendations, historical model performance numbers noted in this newsletter and on the company's website are not guarantees of future results and should not be interpreted as such.
MODEL PERFORMANCE

Perfomance Disclosures

 

Gross Returns  The returns an individual following Pariveda's Wealth Advisor recommendations would have achieved independently.

 

Net-of-Fee Returns    The returns an individual would have achieved if Pariveda had managed their account following the Wealth Advisor model recommendations, net of advisory fees of 0.95% per year (our highest standard fee).
CURRENT MODEL PORTFOLIOS
Wealth Advisor Blog:
Model Portfolios - as of October 13, 2008 Model Portfolios - as of October 13, 2008
Submitted by bmurphy. on 10-10-2008.

Our Wealth Advisor model portfolios are being updated as of October 13th this quarter due to the extreme market selloff occurring in the first few days of the quarter. While it's tempting to try to 'pick the lows' or 'go to cash', all investors need to give serious thought to their optimal investment horizon, whether that dovetails with their ability to withstand being wrong in the short-term, and the time they are able or willing to commit to watching positions.
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Market Commentary & Thoughts
Wealth Advisor Blog:
Can We Just Get On With It? Can We Just Get On With It?
Submitted by bmurphy. on 07-13-2008.

After three quarters of grinding lower, it’s not clear the ultimate loss of wealth at the bottom of this market cycle will be the most painful aspect for investors. Instead it could very well be the time it takes to get there.
Today's Opportunities - July 1, 2008 Today's Opportunities - July 1, 2008
Submitted by bmurphy. on 07-12-2008.

Opportunities are developing in the preferred stock and fixed income arenas as credit conditions continue to deteriorate. Municipal bonds look extremely timely from a strategic perspective, especially for investors nearing retirement in higher-tax states such as California.
Wall Street Stock Analysts - Behind the Curve Again? Wall Street Stock Analysts - Behind the Curve Again?
Submitted by bmurphy. on 04-14-2008.

Today's Opportunities - April 1, 2008 Today's Opportunities - April 1, 2008
Submitted by bmurphy. on 04-13-2008.

Most of our selected funds continue to turn in solid relative performance in a down market, and that’s great. With our current downturn showing a bounce early in Q2, now is a good time to review your portfolio. This quarter we’re taking five funds off our selected list and recommending selling four of them. We’d recommend looking at the following sectors for inclusion in portfolios at this time: bear market funds (small positions only), Africa/Middle East (low correlation w/ U.S.), Mortgage & Municipal Bonds.
Today's Opportunities - January 1, 2008 Today's Opportunities - January 1, 2008
Submitted by bmurphy. on 01-12-2008.

We’re quite pleased with the recent performance of most of the funds on our opportunities list for retail investors. For the most part, they far exceeded the U.S. stock market’s 5.14% increase in 2007 and continue to be adding value relative to their respective benchmarks.
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