Allocation of the Interest Rate Equities Project

A revised and more clear released weighting of the equities mentioned in the interest rate equities project.

Reasoning behind the weighting goes into a deeper look into the financial statements of each company. Net Income growth, expenses, and EPS growth, found in the companies 5-year financial statements.

The weighting is as follows:

MTB                                        30%

MMC                                       20%

PFBC                                       15%

RF                                            10%

EWBC                                      10%

CBSH                                      5%

PRU                                         5%

ALL                                        2.5%

BBT                                        2.5%

This allocation is subject to change on a weekly basis. And will be revisited pending Federal Reserve minutes, and/or other interest rate sensitive events.

Benchmarks

This portfolio will be put up against 3 benchmarks.

1. S&P 500

2. Ishares U.S. Regional Bank ETF

3. The leading bank mutual fund and/or ETF

For any questions or inquiries please email me @ alleywayinvesting@gmail.com.

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