IP Slide Show Overview

Interactive Portfolio, LLC.:

Interactive Portfolio, LLC. Interactive Portfolio, LLC. i s an investment research company that formulates and publishes high-performance model portfolios for institutional and individual investors . Our team of market analysts, technicians and strategists has over 60 years of combined experience in portfolio management. The investment strategies we incorporate into our self-directed portfolio management system are the same ones used by the best run hedge funds. Our mission is simple. “To empower investors with unbiased information, helping them manage their investment capital and grow personal net worth.”

Interactive Portfolio Advantage:

Interactive Portfolio Advantage Mutual Fund Self-Directed Portfolio Starting Amount $50,000 $50,000 Number of Years to Save 25 years 25 years Additional Contributions $2,500 per year $2,500 per year Annualized Rate of Return 9.00% 9.00% Annual Fees & Expense Ratio 1.50% .50% Annual Return after Fees 7.50% 8.50% Total Contribution $112, 500 $112,500 Total at End of Investment $487,607.48 $597,724.54 Cost Effective

Interactive Portfolio Advantage:

Performance Driven Mutual Fund Self-Directed Portfolio Self-Directed Portfolio Starting Amount $50,000 $50,000 $50,000 Number of Years to Save 25 years 25 years 25 years Additional Contributions $2,500 per year $2,500 per year $2,500 per year Annualized Rate of Return 9.00% 10.00% 11.25% Annual Fees & Expenses 1.50% .50% .50% Annual Return after Fees 7.50% 9.50% 10.75% Total Contribution $112,500.00 $112,500.00 $112,500.00 Total at End of Investment $597,724.54 $733,203.94 $947,012.35 Interactive Portfolio Advantage

Interactive Portfolio Advantage:

Time Efficient Manage your own self-directed portfolio like a pro in as little as 20 minutes per month. Simply duplicate our four model portfolios and follow periodic Action Alerts. No time-consuming research or analysis is required. With our preferred broker you can buy or sell an entire portfolio in seconds. Don’t work hard for your money - Have your money work hard for you. Interactive Portfolio Advantage

Interactive Portfolio Strategies:

Market Timing SECTOR ROTATION MACROECONOMICS MICROECONOMICS TECHNICAL ANALYSIS Interactive Portfolio Strategies Interactive Portfolio’s comprehensive approach to portfolio management begins with a market timing system developed by some of the top economists and technical analysis specialists in the nation. This system significantly enhances portfolio performance by helping us determine optimum entry and exit points.

Defensive Strategies:

Defensive Strategies “ In the world of football it’s often said that a good defense is your best offense. The same is true in the world of investing and portfolio management. During the financial crisis of 2008-2009, millions of investors lost trillions of dollars because they or their financial planner failed to implement an effective defensive strategy during that period of market volatility. Still today, sound defensive strategies are often ignored or under utilized by financial planners and the retail investor .” “Sadly, the victims of the next financial crisis will likely be those of the previous one.” Keith Rosendahl Chief Investment Strategist, Interactive Portfolio, LLC.

Sector Valuation:

Sector Valuation Sector Change MTD YTD Valuation Last 12-MReturn P/E Ratio Oils-Energy 0.46% -2.34% 6.68% 20.70% overvalued 36.54% 44.38 Multi-Sector Conglomerates -1.63% -1.67% -0.26% 10.69% overvalued 23.17% 26.33 Transportation -0.86% 0.61% -2.94% 10.04% overvalued 18.55% 20.80 Aerospace -0.46% 2.02% 14.39% 9.81% overvalued 24.04% 18.15 Basic Materials -1.21% -4.14% -4.94% 8.27% overvalued 44.21% 42.43 Consumer Discretionary -1.10% -1.35% 1.67% 8.01% overvalued 16.05% 31.93 Utilities -0.32% -0.36% 0.81% 7.73% overvalued 13.85% 21.16 Construction -0.20% -0.52% -0.63% 6.93% overvalued 7.11% 34.55 Consumer Staples -1.16% -1.50% -1.93% 6.11% overvalued 12.59% 20.50 Finance -0.87% -2.06% 1.12% 5.88% overvalued 9.14% 25.84 Industrial Products -1.02% -1.17% 1.79% 5.71% overvalued 23.66% 34.30 Retail-Wholesale -1.11% 0.44% 1.45% 5.52% overvalued 19.79% 24.14 Business Services -0.90% -1.60% 0.53% 4.79% overvalued 10.65% 48.22 Auto-Tires-Trucks -0.63% -1.51% -5.89% 4.77% overvalued 31.19% 18.80 Computer and Technology -0.94% -2.23% 6.87% 4.17% overvalued 28.87% 39.56 Medical -0.81% -0.25% 7.43% 2.37% undervalued 11.47% 36.95 Data Provided By

Market Valuation:

Market Valuation Data Provided By

Technical Analysis:

Technical Analysis

Market Neutral Defensive Strategy:

Technical and fundamental analysis data helps us identify key resistance points in the markets. Our hybrid market neutral defensive strategy is a proven way to protect capital during volatile market conditions. Market Neutral Defensive Strategy

Economic Cycles:

Economic Cycles

Sector Forecasting:

Sector Forecasting

Investment Research:

Investment Research

Stock Valuation Model:

Stock Valuation Model Firm-specific variables: Long-run EPS growth rate Duration of Business-growth-cycle Volatility of EPS growth rate Systematic or beta risk of the firm Correlation between the firm's EPS and the interest rate environment EPS growth volatility Dividend payout ratio Buffer earnings Interest rate related criteria: Interest rate (30 year yield) long-run level Duration of interest rate cycle Interest rate volatility The VE Fair Market Valuation uses 12-month historic and forecasted EPS values and the current 30-year treasury yield as primary determinants. When calculating risk/return values such as the Sharpe ratio, the historic periods used are five years.

Quantitative Investment Models:

Quantitative Investment Models Data Provided By

Portfolio Formulation:

Portfolio Formulation

Interactive Portfolio’s Dividend Income Portfolio:

Traditionally, investors buy a dividend stock and hold it over the course of twelve months “capturing” four quarterly dividends. Interactive Portfolio’s approach is to capture more dividend payments with the same capital, by rotating between multiple high yield dividend stocks throughout the calendar year. Interactive Portfolio’s Dividend Income Portfolio

Interactive Portfolio’s Aggressive Growth Portfolio:

This portfolio focuses on companies that are poised for accelerated growth. Our portfolio management team carefully selects high growth stocks while using technical analysis to accurately identify pre-advance periods or "buy points". Interactive Portfolio’s Aggressive Growth Portfolio

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This portfolio is designed to capitalize on our powerful market index and sector rotation models while giving the portfolio exposure to commodities, currencies, bonds and emerging markets. Our ETF Balance Portfolio complements our Dividend Income and Aggressive Growth Portfolios, giving subscribers a diverse group of equities to capitalize on markets trends. Interactive Portfolio’s ETF Balance Portfolio

Interactive Portfolio’s Ultra Aggressive Portfolio :

This portfolio is perfect for investors who want to double their money every 24 to 36 months. Although this portfolio is aggressive in nature, the trading strategy has built-in defensive measures to minimize risk. Interactive Portfolio’s Ultra Aggressive Portfolio

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A Comprehensive and “Easy to Follow” portfolio management system. Time Efficient, requiring less than 20 minutes per month to manage. Cost Effective when compared to mutual funds, hedge funds and other investment options. Market Timing Strategies that put you one step ahead of market trends. Market Neutral Defensive Strategy protects your capital during volatile markets. Dividend Income Portfolio produces dividend income and capital appreciation. Aggressive Growth Portfolio helps you profit from momentum stocks. ETF Balance Portfolio capitalizes on commodities, currencies and global market trends. Ultra Aggressive Portfolio gives you the opportunity to double your money every 2-3 years. Plus ... Access to Unlimited, Commission-Free Trades just $29.95 a month. Free Customer Support and Account Set Up. Subscribe Now, Risk-Free for 30 days Interactive Portfolio Advantages

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DISCLAIMER – Interactive Portfolio, LLC. is an investment research company that formulates and publishes high performance model portfolios. Interactive Portfolio, LLC. is not a registered investment advisor or broker/dealer. Interactive Portfolio, LLC. gives no personal advice; all information provided is impersonal and not tailored to the investment needs of any specific person. The trading of securities is risky and may not be suitable for all potential subscribers of this service . An investment in any security is subject to a number of undisclosed risks that Interactive Portfolio, LLC. has no control of or influence on. Past performance does not guarantee or imply future success . The purchase of securities discussed by the service may result in the loss of some or all of your investment capital. You assume the entire cost and risk of any investing and/or trading you choose to undertake.