Epstein Secrets

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

Industrials 0.2% High foreign sales (139 Cos) -0.8% Secular Growth 6.8% No foreign sales (139 Cos) •• 0.2% Health Care 4.8% Small Cap vs. Large Cap Information Technology 8.2% Russell 2000 -2.0% S&P 500 ex. Secular Growth 1.0% S&P 500 3.0% Returns of stock baskets ore price returns * •

al Cyclicals -5.8% Telecommunication Services 8.1% Energy -4.3% REITs -4.6% Industrials -4.9% Consumer Staples -1.5% DBUSCICG (Challenged Cap Goods) -15.0% Share Buybacks -7.1% Materials -- ---------- Information Technology -5.3% --- -6.7% Consumer Discretionary Information Technology -

dustrials -4.9% High foreign sales (139 Cos) -8.1% Secular Growth -7.6% No foreign sales (139 Cos) •' -4.5% Health Care -8.8% Small Cap vs. Large Cap Information Technology -6.7% Russell 2000 -10.6% S&P 500 ex. Secular Growth -5.3% S&P 500 -6.1% " Returns of stock baskets are price returns

al Cyclicals -5.8% Telecommunication Services 8.1% Energy -4.3% REITs -4.6% Industrials -4.9% Consumer Staples -1.5% DBUSCICG (Challenged Cap Goods) -15.0% Share Buybacks -7.1% Materials -- ---------- Information Technology -5.3% --- -6.7% Consumer Discretionary Information Technology -

dustrials -4.9% High foreign sales (139 Cos) -8.1% Secular Growth -7.6% No foreign sales (139 Cos) •' -4.5% Health Care -8.8% Small Cap vs. Large Cap Information Technology -6.7% Russell 2000 -10.6% S&P 500 ex. Secular Growth -5.3% S&P 500 -6.1% " Returns of stock baskets are price returns

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

Industrials 1.3% High foreign sales (139 Cos) 2.6% Secular Growth 7.4% No foreign sales (139 Cos) •• 3.8% Health Care 10.1% Small Cap vs. Large Cap Information Technology 5.4% Russell 2000 4.9% S&P S00 ex. Secular Growth 2.4% S&P S00 4.1% • Returns of stock baskets are price returns • •

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

5 Information Technology Industrials Health Care Repatriation Holiday Beneficiaries Strong Dollar No foreign sales (139 Cos) ** Small Cap vs. Large Cap Russell 2000 S&P 500 DBUSHIFC (High Foreign Cash) * High foreign sales (139 Cos) ** 1.1% -13.1% 4.7% 0.2% -11.6% 8.2% -10.1% 8.6% 12.5%