ITS Dynamic Portfolio -- Asset Analyzer II

Utilizing DAPM, our Dynamic Asset Analyzer II (AA2) portfolio offers investors a precise balance of offensive and defensive investment techniques in a dynamic framework. This formula is designed to allow for greater performance potential and reduced investment risk within the portfolio's given range.

The principal objective of our Dynamic AA2 portfolio is to outperform the typical diversified stock and bond portfolio through a disciplined and active management approach. The portfolio seeks exposure to the most promising asset classes relative to prevailing market conditions.

The portfolio framework for the Dynamic AA2 program consists of the following parameters: (1) Allowable investment types are stock, bond, and money market funds, (2) Asset allocation range is a maximum 85% equities or 75% fixed income securities, (3) Number of positions held are five minimum and six maximum, and (4) Transaction frequency is a maximum of six buys and six sells per quarter.

Dynamic Strategic Tactical Fixed