Let us help you “map out” your portfolio strategy!
Dueling Duo Portfolio (DDP)
- Our two best ideas each month
- 20 stock portfolio based on our momentum ranking system,
- Growth oriented for investors with at least a 5 year time horizon.
- Higher volatility portfolio
All-Weather Portfolio (AWP)
- The portfolio designed for rain or shine (good or bad markets) over the next 5+ years.
- Lower volatility
- Focus on higher quality, dividend paying stocks
- Combines stocks, bonds, and alternative investments
Tomorrow's Treasures Portfolio (TTP)
- 20 Smaller, lesser known companies
- Focus on companies that may grow to be leaders within their industry some day
- Much higher volatility but more growth potential than other three portfolios
- Designed for those who have a 10 year plus time horizon.
Contrarian Strategies Portfolio (CSP)
- 20 companies "written off" by much of Wall Street with good rebound potential
- Designed as a "value play" for companies and sectors that have fallen out of favor
- 5-7 year time horizon
- May have slighter higher volatility due to the speculative nature of the portfolio
Global Income Portfolio (GIP)
- 20 companies yielding 3% or higher
- Low beta stocks (low-risk profile)
- 5-7 year time horizon
- Diversified portfolio consisting of stable industries and companies who historically have raised dividends.
- Focus on generating portfolio income
