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FINAL RECOMMENDATIONS

FINAL RECOMMENDATIONS. Proceeds from sales of security analysts’ stocks stay in their respective sectors (as sector ETFs or long-term trend purchases). Invest cash to increase Consumer Discretionary weight to equal benchmark sector weight. Buy new E-Commerce Synthetic ETF (Voting Item)

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FINAL RECOMMENDATIONS

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  1. FINAL RECOMMENDATIONS • Proceeds from sales of security analysts’ stocks stay in their respective sectors (as sector ETFs or long-term trend purchases). • Invest cash to increase Consumer Discretionary weight to equal benchmark sector weight. • Buy new E-Commerce Synthetic ETF (Voting Item) • Stocks equal-weighted. Total target weight of portfolio: 2.5% • Buy new Substitutes Synthetic ETF (Voting Item) • Stocks equal-weighted. Total target weight of portfolio: 2.5% • Modify our Big Data Synthetic ETF (Voting Item) • Stocks equal-weighted. Total target weight of portfolio: 2.5% • Modify our Healthcare Staffing Synthetic ETF (Voting Item) • Stocks equal-weighted. Total target weight of portfolio: 2.5% • Net stock purchases are made from sector ETFs (or top line)

  2. SECTOR TARGET WEIGHTS (GIVEN TONIGHT’S RECOMMENDATIONS)

  3. Estimated Transaction Costs • Sell 4 stocks per security analysts’ recommendations • Use cash to buy CD sector ETF • Buy 3 stocks to create new E-Commerce synthetic ETF • Use proceeds from sales of ALV, DIS, EMC, and INTC • Accounting transfer of part of Fed Ex from legacy stock position • Buy 6 stocks & 1 sell (CS sector ETF shares) to create new Substitutes synthetic ETF • 8 trades (6 sells+2 buys) to modify Big Data synthetic ETF • 8 trades (5 sells+3 buys) to modify HC Staff synthetic ETF • Possible 1 buy for net proceeds for IT (from EMC & INTC) • Total expected trades: 32 trades • Estimated trans. costs @ $8/trade + (4 bps spread x 30% t/o) = ~ $550 (about ~2.3 bps)

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