Professional Investment Management / SunSage Capital LLC


		The three charts below summarize the investment programs we utilize to manage your portfolio. Tailored to your needs, your individual portfolio might be managed in a style influenced by more than one of the investment strategies described herein. In any case, we will make sure your portfolio's investments match your investment priorities.

					Dividend Growth Strategy Portfolio Characteristics*
		Strategy Classification			Active Dividend Growth
		Method of Analysis			Fundamental Analysis with Technical Signal Processing for Entry & Exit
		Investment Horizon			Long-Term & Medium-Term
		Account Type			Taxable & Retirement
		Security Types			Common Stock / Real Estate Investment Trusts / Royalty Trusts / Limited Partnerships / Specialty Funds / Fixed Income / Money Market Funds
		Sector Exposure			6 / 7 Sector Diversification Often Increases with Time.
		Industry Exposure			25 / 70 Industry Diversification Often Increases with Time.
		International Exposure			25% International Diversification is Dependent on Client Interest and Account Type
		Asset Allocation			Dynamic Asset mix adjusted to meet prevailing conditions. Asset classes include Domestic & International Equities, Fixed Income, and Cash Equivalent Securities
		Position Number			30 Number often bloats due to tax realization timing considerations.
		Position Size			Initial Equal Weighting Size Drift with Performance
		Hold Time			12 Years (Turnover 7%)
		Dividend Reinvestment			Yes - Selective
		Tax Lost Harvesting			Yes
		Equity Capitalization			45% Mega & Large 30% Medium 25% Small, Micro & Nano
		Entry Exposure			1st Month - 25% Market / 75% Cash 2nd Month - 50% Market / 50% Cash 6th Month - 75% Market / 25% Cash 10th+ Month - 100% Market
		Target Yield			Around 4% Variable and based on prevailing market conditions.
		Benchmark			MSCI Equally Weighted Dividend Stock Index
		Portfolio Return			Seeking Market Return
		Portfolio Risk			Seeking Below Market Risk
		Strategy Robustness			High
		Strategy Upside			Moderate
		Principal Safety			Moderate
		Equity Exposure			High
		Fixed Income Exposure			Low
		Cash Equivalents Exposure			Low
		Average Account Size			$400,000
		Average Strategy Allocation			80%

					Aggressive Growth Strategy Portfolio Characteristics*
		Strategy Classification			Active Growth
		Method of Analysis			Fundamental with Technical Entry & Exit
		Investment Horizon			Long-Term
		Account Type			Taxable & Retirement
		Security Types			Common Stock / Specialty Funds / Money Market Funds
		Sector Exposure			5 / 7 Sector Diversification Often Increases with Time.
		Industry Exposure			30 / 70 Industry Diversification Often Increases with Time.
		International Exposure			25% International Diversification is Dependent on Client Interest and Account Type
		Asset Allocation			Dynamic Asset mix adjusted to meet prevailing conditions. Asset classes include Domestic & International Equities, Fixed Income, and Cash Equivalent Securities
		Position Number			40 Number often bloats due to tax realization timing considerations.
		Position Size			Initial Equal Weighting Size Drift with Performance
		Hold Time			5 Years (Turnover 20%)
		Dividend Reinvestment			If Applicable, Yes
		Tax Lost Harvesting			Yes
		Equity Capitalization			50% Mega, Large, & Medium 50% Small, Micro & Nano
		Entry Exposure			1st Month - 25% Market / 75% Cash 2nd Month - 50% Market / 50% Cash 6th Month - 75% Market / 25% Cash 10th+ Month - 100% Market
		Target Yield			None
		Benchmark			MSCI Equally Weighted Growth Stock Index
		Portfolio Return			Seeking Market Return
		Portfolio Risk			Seeking Below Market Risk
		Strategy Robustness			Low
		Strategy Upside			High
		Principal Safety			Very Low
		Equity Exposure			Very High
		Fixed Income Exposure			Very Low
		Cash Equivalents Exposure			Low
		Average Account Size			$100,000
		Average Strategy Allocation			20%


					Fixed Income Strategy Portfolio Characteristics*
		Strategy Classification			Active Ladered Fixed Income
		Strategy Goal			Wealth Preservation
		Method of Analysis			Quantitative, Duration Analysis
		Investment Horizon			Long-Term
		Account Type			Taxable
		Security Types			US Government Debt / Corporate Debt / Preferred Stock / Municipal Bonds / Specialty Funds / Money Market Funds & Cash Equivalents
		International Exposure			0% Default International Diversification is Dependent on Client Interest and Account Type
		Asset Allocation			Duration Management
		Position Number			12
		Position Size			Initial Equal Weighting Size Drift with Performance
		Hold Time			12 Years (Turnover 5%)
		Entry Exposure			1st Month - 50% Debt / 50% Cash 6th Month - 75% Debt / 25% Cash 10th+ Month - 100% Debt
		Target Yield			Prevailing Market Yield
		Strategy Robustness			High
		Strategy Upside			Low
		Principal Safety			Very High
		Equity Exposure			Very Low
		Cash Equivalents Exposure			High
		Average Account Size			$1,000,000

		*Portfolio Characteristics are generalizations and may differ greatly from your particular portfolio's management. Every portfolio is unique and has different income, risk, and tax management considerations. For example, just prior to the COVID crisis, most portfolios went almost completely to cash as opposed to the asset, sector, and industry diversification presented above. Even the re-investment of funds post COVID, occurred more quickly than 'Entry Exposure' would indicate on the chart above.
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