Investment Managers and Advisors

TOTAL PERFORMANCE 

AS OF 1/31/2008

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AFA Financial manages client portfolios through the use of a model.  The AFA Financial Model Portfolio contains all of the stocks each of our portfolios would contain if each was invested on the same day, with the same amount of money as the Model.  Each of our portfolios contains most of the Model’s stocks, and some may even be identical.  However since most are not identical, individual portfolio performance will vary somewhat from the model’s.

*   Average Account Under AFA Management 12+ YRS.

** Adjusted For Dividends

AFA Financial performance results do not include the deduction of management fees, nor brokerage commissions.

The Standard and Poor’s 500 Index is an unmanaged index of a cross-section of U.S. equity market components.  As such, the reported performance of the index does not include any management fees or brokerage commissions.

 

·          Market Coverage—Approximately 75% of the U.S. equities market

·          Weighting—Market capitalization

·          Market Capitalization—Minimum of US$ 5 billion

·          Public Float—At least 50%

·          Reconstitution—As needed basis