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Select and weight any number and combination of investment sectors, preinstalled and user defined, at each matrix intercept that are reflective and descriptive of that investor's investment profile.

In this case, a "3/3," investor's capital would have 10% allocated to Bonds, 12% to Utilities, etc.

Mutual fund Investment Sectors/Categories may be used.

 Allocation Table Matrix Report

The illustration below is a print of an Allocation Table Matrix.

The Investment Sectors were selected at random.

You may add and use your own; any number, any combination at each matrix intercept.

The Numbers in front of each Investment sector (1.1 Bonds, etc.) are used solely to control the order in which the Investment Sectors will appear in all reports; 1, 2, 3, or 20, 30, 40 etc. are fine. If numbers do not precede Investment Sector descriptions, the Investment Sectors will appear alphabetically on all reports.

In this case, a very conservative investor only interested in Income, a 1/1, will have 100% of capital allocated to the underlying selected and weighted Bonds' Investment Sector.

Distributions of Investment Sector capital as defined by the selected Allocation Table Matrix will be governed by the underlying selected and weighted Investment Sector investments of a linked Advisor Database/Model Portfolio.

A 3/3 is a Moderately Aggressive investor seeking both Income and Capital Growth and 30% of capital will be allocated to Bonds, 20% to Utilities, 20% to REITs, 25% to Large Cap. Equities, and 5% to Medium Cap. Equities; 100% allocated.

All other matrix intercepts reflect different investor investment profiles, conservative to aggressive and Income to Growth.

Note: For a specific investment strategy, Dow Dividend Theory, trading, etc., the user need fill out only one matrix intercept for a Dow Dividend Theory or Trading Allocation Table Matrix as there would never be an actual "allocation" of capital.

All Dow Dividend Theory investors will have the same Investment Sector, Large Cap. Equities and the same weighted investments. The only issue is the amount of capital to be invested in this strategy.

The Dow Dividend Theory may also be incorporated as part of one investment portfolio simply by selecting and weighting the Large. Cap. Equities Investment Sector in an Allocation Table Matrix and by including Dow Dividend Theory equities within that Investment Sector.