Core Maximizer – US

Core Maximizer US Focused Strategy (C-USF)

Strategy Overview

Investment Objective

Seeks to provide a predictable stream of current dividend and interest income and long-term capital appreciation
Provides exposure to US industries and asset classes while attempting to balance risk-adjusted returns
Blends a comprehensive set of securities, active strategies, and a proprietary Little House equity product (Core+)

Typical Investor

Individuals seeking US exposure to various asset classes, including individual equities and fixed income securities, as well as a favorable risk adjusted returns

How this Strategy is Managed

Our team exhibits a disciplined, long-term approach to investing. Equity investments made in this strategy are geared toward household names with strong free cash flows and durable economic moats. The Core Maximizer strategy offers portfolio construction executed through a focus on risk-adjusted returns, diversification, and lessened volatility. Our well-structured fixed income allocation is blended across various maturities and sectors to generate the most consistent income stream for optimal capital preservation. Our dynamic modeling portfolio management systems allow for investment models to be automatically updated across all client accounts to capture daily pricing actions.

Investment Team

Robert Stimson - Portfolio Manager - Bio

James Moise - Analyst - Bio

David Mullen - Analyst - Bio

Hampton Boyd - Investment Associate - Bio

Portfolio

Holdings

For Accounts with assets over $500K you would expect to have the following holdings:

40-60 Individual Equity Securities (Core+)
15-20 Individual Bonds
8-10 Passive and Active ETFs or Mutual Funds to supplement in-house research
Cash

Facts

Inception Date	12-31-17
Equity Benchmark	Russell 3000 Index
Bond Benchmark	45% Corporates 45% Barclays Aggregate 10% Municipals
Total Holdings Range	63-90
Top 10 Holdings %	25-40%
Initial Position Size	0-5%

Risk Profiles

Depending on a client’s investment objectives and attitudes toward risk, this strategy can be applied across a range of risk profiles to ensure the strategy helps a client reach his or her goals. Click to learn more about Risk Tolerance.

Strategic Weightings

Risk Profiles

Most Conservative

Conservative

Moderate

Balanced

Growth w/Income

Growth

Aggressive-Growth

Most-Aggressive

Equity

20%

40%

46%

56%

75%

85%

93%

US Equity	0%	20%	40%	46%	56%	75%	85%	93%
Dividend Income+	0%	18%	37%	42%	52%	69%	78%	86%
US Mid Cap	0%	1%	2%	2%	3%	4%	4%	5%
US Small Cap	0%	1%	1%	1%	2%	2%	3%	3%

Fixed Income

96%

76%

56%

46%

36%

18%

Individual Bonds	72%	57%	42%	35%	27%	14%	6%	0%
Corporates	54%	43%	32%	26%	20%	11%	5%	0%
Municipals	18%	14%	11%	9%	7%	4%	2%	0%
Bond Sectors	24%	19%	14%	11%	9%	4%	2%	0%

Alternatives

Commodities	0%	0%	0%	2%	2%	1%	1%	1%
Equity Hedges	0%	0%	0%	1%	1%	1%	1%	1%
Hedge Funds	0%	0%	0%	1%	1%	1%	1%	1%

Cash

Documents

Contact Us for Detailed Performance Report

Investment products and strategies are not guaranteed by Little House Capital LLC, are not insured by the FDIC or by any other government agency and may lose value. The information throughout this presentation is for illustrative purposes and is subject to change at any time. Holdings and sector weightings are subject to change and should not be considered investment advice or a recommendation to buy or sell a particular security. Actual holdings may vary by client. This information is supplemental to the GIPS Report. This managed account strategy involves risk, may not be profitable, may not achieve its objective, and may not be suitable or appropriate for all investors. Investors should consider the investment objectives, risks, and fees of this strategy carefully with their financial professional before investing. All material is believed to be reliable, but accuracy is not guaranteed. This is not a warranty for liability on decisions based on such information. This is not a solicitation for any order to buy or sell securities.

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.