This Model is for the more aggressive investor wanting to emphasize year-ahead price performance, a stock must be (1) timely and demonstrate (2) financial power. Stocks can be sold at any time. Stocks are typically sold to either to buy a stock that seems to have a greater potential or to realign the portfolio diversification. Stocks that drop in their perception of timeliness will also be sold. Characteristics of this portfolio are as follows: (1) Companies generally have above-average records for earnings growth. (2) Few stocks pay a dividend and most pay no dividends at all. (3) Stocks in the model can have Betas considerably higher than 1, which indicates that they will likely increase the risk/reward profile of the portfolio.
Custom Portfolio
Yield Focus
Dividend Focus
Long-Term Growth
Moderate Growth
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Aggressive Portfolio
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