EFTA Document EFTA01376847

Strategic and tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Income Strategic Tactical Growth & Income Strategic Tactical Growth S''atege Maximum Growth S'iati• Tactical U.S. Large Cap 17.5% 17.5% 27.0% 27.0% 37,0% 37.0% 45.5% 45.5% U.S. Small Cap 2.5% 2.0% 3.5% 3.0% 4.0% 3.5% 4.5% 4.0% EAFE 11.5% 11.5% 16.0% 16.0% 22.5% 22.5% 28.0% 28.0% Europe 7.0% 7.0% 10.5% 10.5% 14.5% 14.5% 18.0% 18.0% J