John Investor - Sample

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	Per:		Bond  Maturities		Acct. One		Acct. Two		Acct. Three		Acct. Four		Totals				Goal  Amount		Goal  Percent
	Cash/Money Markets
	MM Accounts				500,000.00	150,000.00	100,000.00	500,000.00	1,250,000.00	12.50%	500,000.00	5.00%
	Fixed Income
	- Treasury Note		Jun30/04		750,000.00		500,000.00		1,250,000.00
	Corporate Bonds
	- 6.40% AAA Bond		Dec31/06		500,000.00				500,000.00
	Municipal Bonds				1,000,000.00				1,000,000.00
	- Sub-Total Bonds				2,250,000.00	0.00	500,000.00	0.00	2,750,000.00	27.50%	2,500,000.00	25.00%
	Equities
	Mutual Funds or stocks
	- Large Cap				3,000,000.00				3,000,000.00	54.55%	3,250,000.00	50.00%
	- Small Cap				1,000,000.00				1,000,000.00	18.18%	1,625,000.00	25.00%
	- International				1,500,000.00				1,500,000.00	27.27%	1,625,000.00	25.00%
	Sub-Total Stocks				5,500,000.00	0.00	0.00	0.00	5,500,000.00	55.00%	6,500,000.00	65.00%
	Alternative Investments
	Gold/Private Equity/Venture Cap				500,000.00	0.00	0.00	0.00	500,000.00	5.00%	500,000.00	5.00%
	Grand Total				8,750,000.00	150,000.00	600,000.00	500,000.00	10,000,000.00	95.00%	10,000,000.00	100.00%

Investment Guidelines - Growth Investment - 75% in stocks
- No more than 5% in any security, except for bonds and money market funds
- Income goal $      p.a.
- Bonds: 75% Bonds, 25% Convertible Bonds, ladder maturities
- Stocks: 50% Large cap, 25% Small Cap, 25% International
- Any other you might think of

Kampfen Investment Services
415-383-1744
pius@kampfen.com