PHO

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PHO

• PowerShares Water Resource ETF

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Why PHO?

• Buy and hold investing style
• Relatively safe long-term play
• Palisades Water Index
• 80-90 in ADRs, 50-55 smallcap
• Only one of its kind
• Trillions of dollars fixing water management
  problems
• World Water Council estimated 180B/yr

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PHO Top 10 Holdings

• Agilent Tech (3.09)
• Companhia Sanea (3.56)
• Franklin Elec (3.33)
• Insituform Tech (3.26)
• Layne Christensen (3.35)
• Mueller Water (3.13)
• Nalco Holding (3.19)
• Pentair (3.06)
• United Util (3.49)
• Watts Water (4.23)

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PHO Top 10 Holdings

• Pump and filter manufacturers
• Water purification utilities
• Irrigation equipment
• Waste water management
• Redoing archaic water systems
• Diversified-various sectors

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Comparable Funds
Utilities Select Sector SPDR (XLU) Utilites,
Electricic companies iShares Dow Jones US
(IDU) Utilties, same as XLU (different weights)
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3 Month Price Chart
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1 Year
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Moving Averages
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We all need good, clean water

• 1K invested in water utilities became 40K
• People served globally by investor owned water
  companies expected to rise 500 by next 10 years
  (Lehman)
• Industrial revolutions in China, Brazil, India
  coupled with worlds exponential growing rate
• India wont have cash to build new
  infrastructure/water
• Polluted water biggest cause of sickness in
  world
• Buy 150 shares (5 years or stop/loss 15)