AGGRESSIVE GROWTH PORTFOLIO

GOAL

Returns comparable to the S&P 500 Growth Index, with less volatility.

INVESTMENT OBJECTIVE DESCRIPTION

Primary emphasis on achieving aggressive growth and maximum capital appreciation; generally little focus on generation of current income. Focus on aggressive equities and/or aggressive fixed-income instruments. Low to high exposure to interest rate risk; high to extremely high exposure to market risk. Exposure to foreign risk and/or currency risk highly likely.

INVESTOR PROFILE

This diversified portfolio is suitable for investors with a high tolerance for risk who are comfortable with extremely aggressive investments and investment strategies, which may include "swing" trading and leveraged investment vehicles.

INVESTMENT MINIMUMS

• Standard Commission-Based Brokerage Account: $100,000
• Premier Asset Managed Account: $150,000

MANAGEMENT STYLE

The strategy involves focused investing through high allocations to various equity categories depending on the business cycle and long-term secular themes.

The account may experience a high turnover rate (200% or more) when implementing its primary investment strategy.

ASSET CLASSES

• Cash and cash equivalents
• Fixed-interest securities (primarily bonds, both foreign and domestic)
• Stocks (this portfolio is likely to contain "penny stocks"—i.e. "low price securities"—which involve unique risks)
• Natural resources
• Precious metals (stock and bullion/coins)
• Industrial metals/infrastructure
• Options (covered calls to generate income, put options to mitigate downside risk)
• Currencies

Other investment products may be considered to be appropriate investment vehicles under specific situations.

Although portfolio holdings are generally long, occasional short index or ETF positions may be warranted by market conditions.

INCEPTION DATE

31 January 2006

PORTFOLIO MANAGER

Jim Puplava managed the portfolio from its inception through 2008. Chris Puplava has managed the portfolio since 2009.

INVEST IN THIS PORTFOLIO

If you are interested in this portfolio, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.