BACK-TESTING EP MODEL Y-6 for PRODUCER MANUFACTURES

One Year Return

Two Year Return Three Year Return Four Year Return Five Year Return Six Year Return Return for Year Two Return for Year Three Return for Year Four Return for Year Five Return for Year Six

Observations:

These are more like the results I was hoping for and expecting - I did have a reason for this. I saw tremendous results when I ran this against the S&P constituents. That was a large portfolio and so is this one - larger than the others so far. I think that is part of it - when the portfolio is smaller outliers can take over. It's important to remember, nothing bats 1000 all the time. What we're looking for is a good, strong average over time, and across industries.

As the testing moves forward in time, the data will get more consistent as well. I therefore put more stock in more recent years. Other notes - there is only one company in Group 2, pointing this out as it had the highest placement in Return for Year Three and Five.

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