Our Stock Models
We develop portfolios for varied risk profiles:
Conservative
Moderate
Aggressive
No more than a 30 stock portfolio that is diversified between small, mid, and large cap stocks with part of the portfolio invested in an inverse beta mutual fund to produce a nearly market neutral portfolio.
No more than 30 stocks. When the market enters a corrective phase our moderate accounts move to a passive index.
A 30 stock portfolio diversified between small, mid, and large caps.
You can view our sample portfolios, candidate lists, and other tools above under the 'portfolios' menu. Note that our files are in PDF format and require Adobe Reader - click here to download.
Let's identify the appropriate portfolio for you ...
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