June 30, 2022

The LJE Asset Allocation Process strives to accomplish these objectives. First, it summarizes in a logical and consistent way the investment choices recommended by our assessment of the coming economic environment. Second, we strive to provide in straightforward, plain English an explanation of our views and the rationale for the tilts to the portfolio. Our outlook for the major economic drivers guides the LJE asset allocation process. Parsimony in the presentation mandates that we focus on the major asset classes, which in many ways does not do justice to the flexibility of the framework. The Year-to-date performance shows that during the first half of 2021 the benchmark has declined 16.50%, while the LJE Asset Allocation utilizing the ETFs declined 16.82%. The LJE allocation underperformed its benchmark by thirty-two basis points.

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