Epstein Secrets

6 013US8RTE (Reasonable PE Tech) • -10.1% Telecommunication Services 2.0% Consumer 8.6% Consumer Staples 3.7% Consumer Discretionary 12.5% Health Care 4.8% Consumer Staples 3.7% Information Technology 8.2% Dividend Growth 4.9% Domestic tyclicals 5.9% Financials 1.1% Consumer Discretionar

lobal Cyclicals 0.9% Telecommunication Services 2.0% Energy -13.1% REITs 1.5% Industrials 0.2% Consumer Staples 3.7% DBUSCICG (Challenged Cap Goods) • -9.9% Share Buybacks 6.8% Materials -4.5% Consumer Discretionary 12.5% information Technology 8.2% Information Technology 8.2% Value

-4.6% DBUSBRTE (Reasonable PE Tech) -6.0% Telecommunication Services 6.1% Consumer 4.8% Consumer Staples 2.3% Consumer Discretionary 6.8% Health Care 10.1% Consumer Staples 2.3% Information Technology 5.4% Dividend Growth 3.5% Domestic Cyclicals 3.6% Financials 1.2% Consumer Discretiona

Global Cyclicals 3.3% Telecommunication Services 6.1% Energy 0.3% REITs -0.4% Industrials 1.3% Consumer Staples 2.3% DBUSCICG (Challenged Cap Goods) • 3.7% Share Buybacks 6.1% Materials 5.3% Consumer Discretionary 6.8% 5.4% Information Technology 5.4% Value 0.9% Industrials 1.3% En

TES, ON). For screening purpose, our over-weight industries for mid and small caps are all industries in Consumer Discretionary, Consumer Staples, Health Care, and Tech. DB Analyst 16% Paul Ginocchio, CFA 72% Nandan Amladi 28% 30% 15% Alan Hellawell Paul Trussell George Hill 16% Gunnar Romer 23%

Cyclicals Consumer Discretionary Financials DBUSDMST (US Domestic Strength) * Global Cyclicals Energy Industrials Value DBUSCICG (Challenged Cap Goods) * Information Technology Energy Materials Financials Cyclical Growth Consumer Discretionary Industrials Secular Growth Health Care Informa