Strategic Stock 30
Strategic Stock 30 is a model portfolio comprised of 30 growth-oriented stocks focused on delivering strong long-term capital appreciation.
The portfolio selection primarily includes U.S. companies, but can also include foreign companies (ADRs) that are traded on a U.S. exchange. The portfolio is concentrated on equity securities that exhibit strong and improving fundamental attributes that have shown consistency in their own fiscal outcome and high earnings quality. Strategic Stock 30 portfolio seeks to include companies that have a solid history of sales and earnings growth, improving free cash flow metrics, increasing dividends, managements’ adherence to fiduciary duty to shareholders and exemplary stewardship. Additionally, the portfolio may hold lesser-known companies that have a favorable probability of long-term price appreciation. The portfolio also takes advantages of stocks considered to be priced below their intrinsic valuation. Investors should perform their your own due diligence or discuss the portfolio and/or individual stocks included in the portfolio before investing. While to may chose to add your own securities to this portfolio or remove certain positions, it is designed for investors to invest in all positions in equal amounts to enhance diversification. On a risk-basis, the portfolio is 100% invested in growth equities, is aggressively focused with a high degree of risk, and is suited for investors with a long-term time horizon.
10-Year Historical Performance* (as of March 31, 2017)
Strategic Stock 30
*Past performance is not an indication of future results. Performance calculations are based on pre-tax assumptions and do not include any applicable trading commissions or other account fees you may incur in actual trading. Investing in any security contains certain risks. Discuss risk factors with your advisor before investing. Performance indicated represents each individual’s stock performance over a 1-month and 12-month period and may include performance of companies before they were added to the model portfolio. 10-Year Performance chart is a back-test calculation of how the current portfolio would have performed over the past 10 years compared to the S&P 500. You cannot invest in an index directly, such as the S&P 500. Performance chart is for illustration purposes only and should not be construed as an investment recommendation, advice or indication of future performance.