K&A Asset Management, LLC
702 Trancas Street, Napa, CA 94558
707-224-1340
email:
or
December 2004
Contents:
Introduction And Perspective
What Lays Ahead?
So What Are We Thinking?
Our Model Portfolio
What Is There to Worry About?
So How Did We Finish 2004?
What Major Trends Are We Following in 2005?
Summary, Action Steps, and Conclusion
Disclosure & Disclaimer