Stock Portfolios

Core Equity Stock

A Core Equity Stock Port­fo­lio is focused on cap­i­tal appre­ci­a­tion and income. The port­fo­lio nor­mally invests in approx­i­mately 35 stocks or ETFs based on our pro­pri­etary value strat­egy. The allo­ca­tion is based on expected earn­ings and pro­por­tioned sim­i­larly to the S&P 500 Index. The port­fo­lio is inter­na­tion­ally diver­si­fied. Hold­ings are typ­i­cally large and well-known com­pa­nies. For tax­able port­fo­lios, we offer a tax-efficient strat­egy.

Opportunity Stock Portfolio

An Oppor­tu­nity Stock Port­fo­lio is focused on cap­i­tal appre­ci­a­tion. The port­fo­lio nor­mally invests in approx­i­mately 30 small, mid and large cap stocks based on our pro­pri­etary value strat­egy. The port­fo­lio will con­tain U.S. and for­eign stocks, as well as ETFs. For tax­able port­fo­lios, we offer a tax-efficient strat­egy.

Collared Stock Portfolio

A Col­lared Stock Port­fo­lio is intended to pro­vide equity mar­ket expo­sure with lim­ited down­side risk. The port­fo­lio uti­lizes a col­lar strat­egy (buy Puts and sell Calls) to insure the port­fo­lio against unac­cept­able losses. At times, mar­ket con­di­tions make this strat­egy unfeasible.

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