From: Lesley Groff To: Ike Groff Subject: Re: INVESTMENT SUGGESTION REQUEST; IKE RESPONDING "NOT IN OFFICE" Perhaps you can forward for me? Date: Tue, 02 Jul 2013 16:56:51 +0000 wow On Jul 1, 2013, at 6:15 PM, Ike Groff wrote: This has a ton of detail fyi on there investments and net worth fyi From: Lesley Groff [mailto: Sent: Sunday, June 30, 2013 3:28 PM To: Ike Groff Subject: Fwd: INVESTMENT SUGGESTION REQUEST; IKE RESPONDING "NOT IN OFFICE" Perhaps you can forward for me? Sent from my iPhone Begin forwarded message: From: "Randy Wright" Date: June 30, 2013, 2:37:10 PM EDT To: Subject: INVESTMENT SUGGESTION REQUEST; IKE RESPONDING "NOT IN OFFICE" Perhaps you can forward for me? Will you take 30 minutes to review my cash allocation planning and give me your OBSERVATIONS and SUGGESTIONS? Sold some THOR (at market top) last year and am sitting on $480K cash... more than we need... maybe? I have already sent $50K to WAX. Here are my thoughts which are repeated on the COMPARISONS chart. I. Thinking we are having a little dip in the market making now a good time to allocate excess cash 2. We are running $50-75K positive cash flow annually... That is, spending that much less than we take in. 3. Even with the recent market dip (6/30/13) our net worth is $312K more than 1 year ago. 4. Yes, I agree with Chuck Evans we could be $30-40K ahead if we had placed funds with him 1/1/13. Chuck is our major, long term broker. Most of the RBC decisions are made by him. He likes equity mutual funds, all long, no bonds, nothing unusual 5. I have analyzed past performance of various investment accounts using Quicken IRR calculation that give relative performance. INVESTMENT ACCOUNT COMPARISONS Shows this analysis for various times from 10 years to YTD 5/31. It also shows current account balance and cash allocation column. The cash allocation is my big question. 6. Each result is calculation of IRR from Quicken. EFTA00388045