WALT ST manages a portfolio that seeks to benefit from the insights, philosophies and research of noted economist and best-selling author, Harry S. Dent, Jr. Utilizing individual stocks concentrated in the technology, financial services, healthcare, consumer discretionary and international sectors this trust tries to leverage demographic, economic and lifestyle trends.

Investment Objective
The portfolio invests in individual securities (and at time Exchange-Traded- Funds ETFs) that are carefully selected. The goal of the portfolio is to grow capital while managing risk.The portfolio will seek a realistic but competitive investment return through a complete market cycle..

Why Invest In The Portfolio?
The Portfolio is designed to take advantage of Mr. Dent’s insights, philosophies and strategies, regarding demographic trends. One of Mr. Dent’s fundamental beliefs is that demographic trends drive the economy and are key to long-term forecasting.

What Are the Characteristics of the Portfolio?

Growth-oriented investments.

Sectors identified by Mr. Dent as favored by current demographic trends, including technology, health care, and financial services, generally in large-cap stocks.

Mid-cap investments (potential to become large-cap stocks of tomorrow).

Small-cap investments (potential positive impact from "echo boomers" entering workforce and consumer markets).

Exposure to Asia, because of excellent demographic and growth prospects.

Why Follow Demographics for Investing?
The Portfolio seeks to leverage demographic, economic and lifestyle trends that may develop in the future. According to Mr. Dent, some significant changes that may potentially impact the future economy include:

• Aging Baby Boomers reaching their peak spending years.
• Internet usage and new technologies becoming more mainstream.
• A shift in the business and organizational structure brought on by the Information Age.
• Growth opportunities from continued global economic development.
   

The Portfolio Consultant
Using extensive research developed from years of hands-on business experience, Mr. Dent seeks to offer a positive and understandable view of trends in society. He proposes practical applications at all levels: from personal investments, to business strategies, to jobs and changes in the workplace, to growth areas for real estate. Mr. Dent received his MBA from Harvard Business School where he was a Baker Scholar. He graduated number one in his class at the University of South Carolina with a degree in accounting. Mr. Dent has worked as a consultant with several Fortune 100 companies to develop and innovate competitive business strategies. He has been CEO of several growth companies and has acted as consultant to several leading edge companies.
 

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