Taking Stock of Holiday Trends

Taking Stock of Holiday Trends KNOW THE TRENDS THAT COULD BOOST YOUR PORTFOLIO THIS HOLIDAY SEASON Smart investing is all about staying abreast of the latest trends, and with the year's biggest shopping season fast approaching, there's no better time to reassess your portfolio. Consider forecasts for the upcoming holiday season, along with relevant data that can help you make an informed decision. BIG SPENDERS Overall holiday spending in the U.S. is expected to increase this year. Holiday retail sales 2010 $644.3 billion Holiday spending comprises an average of 2011 $681.9 billion 18.3% 2012 $709.6 billion of all retail sales 2013* $738 billion *forecast $600B $700B $800B Top on consumers' shopping lists: INCLUDING: Laptops Tablets Smart- GIFT CARDS: 56% APPAREL: 54% TOYS: 44% ELECTRONICS: 27% phones Also, bigger ticket items will likely see a rise: People intending to buy home electronics: 2012 15% 2013 21% People intending to buy home furnishings: 2012 10% 2013 19% ONLINE SHOPPING GROWTH E-commerce sales has outpaced offline sales and the overall retail segment over the past 5 years. E-commerce Sales Growth Offline Retail Sales Growth Total Retail Sales Growth 20% 16.4% 16.3% 16.2% 15% 10% 7.7% 7.3% 5.8% 5.3% 5% 5% A 2% 4.5% 1.7% 0% 2008 2009 2010 2011 2012 -1.7% -1.5% -5% -8.2% -7.8% -10% Cyber Monday projections, 2013 FEDEX: UPS: >22 >32 %3D MILLION MILLION packages shipped packages picked up Up 11% from 2012 Up 10% from 2012 MATTERS OF MOBILE COMMERCE Consumers are increasingly using their smartphones and tablets to purchase for the holidays. And the trend for mobile shopping continues to increase Sales through mobile devices % of total online sales 14.8% $10B 15% $8.4B 13% 55.9% $88 12% $6.2B 9% $6B 9% $48 6% $3.7B 3% $28 of U.S. smartphone owners use $1B mobile commerce apps 0% 2010 2011 2012 2013 2010 2011 2012 2013 INVESTING WITH THE HOLIDAYS IN MIND If you know the holiday trends, you can make informed investment decisions this season. Motif Investing is a different kind of online brokerage that allows Customize the motifs any way Trade a portfolio of stocks based on an idea for a single you like – add or delete stocks and use the sliders to change you to invest in ideas. commission weightings Motifs with the holiday season in mind SALE HOT! NEW! COUCH COMMERCE CHILD'S PLAY HOT RETAIL 48.1% 29.5% NEW! 1-YEAR 1-YEAR RETURN RETURN Includes: Includes: Includes: ONLINE CLOTHES & MEDIA SHOPPING SHOES TRAVEL JEWELRY & TOYS ACCESSORIES DISCOUNT/ SAVE НОМE AUCTIONS FURNISHINGS ADD A LITTLE CHEER TO YOUR HOLIDAYS. Learn more at motifinvesting.com motifinVESTING mint.com Investing in securities involves risk, including the possible loss of principal; individual investments or a collection of individual stocks such as motifs which are concentrated in an idea or theme may face increased risk of price fluctuation over more diversified holdings due to adverse developments within a particular industry or sector. Past performance is not indicative of future results you should expect to achieve. Performance of motifs are for informational purposes only and are not intended to be representative of results you could expect to achieve, as results do not take into consideration events like fees and commissions. Performance determined based on closing prices as of 11/07/13. Information provided is for illustrative purposes only and not intended to represent recommendations for investment of any particular investment or strategy. Investing in stocks involves risks you should be aware of prior to making your investment decision. Each investor needs to review an investment strategy for their own particular situation to determine their suitability for an investment before making any decision. You are responsible for all investment decisions you make. Standard pricing: $9.95 total commission per motif transaction, or pay $4.95 per stock for individual transactions within a motif. Other fees may apply. SOURCES: http://www.ce.org/CorporateSite/files/94/942da089-8499-4d6b-a575-aza226e81fe0.pdf http://newsroom.accenture.com/news/holiday-spending-expected-to-increase-by-11-percent-and-nearly-all-shoppers-will-be-searching-for-in-store-and-online-discounts-and-sales-accenture-study-finds http://www.census.gov/retail/mrts/www/data/excel/tsadjustedsales.xls http://www.washingtonpost.com/business/economy/online-shopping-to-fuel-busiest-cyber-monday-ever-fedex-says/2013/10/23/847bf910-3be9-11e3-a94f-b58017bfee6c_story.html http://www.startribune.com/business/229239561.html http://www.internetretailer.com/2013/05/08/56-us-smartphone-owners-use-mobile-commerce-apps http://www.ce.org/CorporateSite/files/94/942da089-8499-4d6b-a575-a2a226e81fe0.pdf https://www.motifinvesting.com/how-it-works/overview