Faithbasedinvestor

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Investment Management (1)

Investment Management
"At Faith-Based Investor, we have portfolio strategies for investors of all shapes and sizes, from all walks of life – from conservative options for the investor who recently retired to aggressive for the investor seeking to maximize growth. We believe in prudent planning in attempt to get the highest possible returns with the lowest amount of risk. We believe in diversification, asset allocation, tax efficiency, and using low cost investment vehicles.
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
Sunday, 13 November 2011 06:55
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