Stock and Fund Strategies
For investors that would like to invest in our individual stocks with the additional diversification of mutual funds that cover Income, Capital Preservation, and Cash Investments we offer three combination strategies.
Growth Strategy
The Growth Stock and Fund strategy is designed for investment accounts that desire long-term growth of capital. The Growth Strategy will invest primarily in Growth Investments such as stocks from our Focused Growth Companies strategy. The Growth Strategy may also invest in Income Investments such as dividend paying stocks from our Rising Dividend Income strategy, if valuations are attractive. Additionally, the Growth Strategy will invest in Capital Preservation Investments such as arbitrage funds, bear market funds, inverse ETF's, and gold investments as well as Cash Investments if attractive Growth Investments are limited, and overall systemic market risk appears high.
Moderate Strategy
The Moderate Stock and Fund strategy will normally allocate a fairly balanced amount to Growth Investments and Income Investments. This strategy is suitable for accounts that desire an allocation to Growth Investments but would not be comfortable with a large majority of the account in Growth Investments. The Moderate Strategy could also be called a Growth and Income strategy and is excellent for investors that need current income and long-term growth. In addition to dividend stock funds the Moderate Strategy will have an allocation to bond funds under the Income Investments category. The Moderate Strategy will also have allocations to Capital Preservation and Cash Investments when attractive Growth and Income Investments are limited and/or risk in the overall stock market and economy appear to be elevated.
Conservative Strategy
The Conservative Stock and Fund strategy is for accounts that require a high degree of safety. This strategy will normally be allocated primarily to Income Investments such as bond funds, and dividend stocks. The Conservative Strategy may allocate a small portion to Growth Investments if valuations are attractive. The Conservative Strategy may also have allocations to Capital Preservation and Cash investments if attractive Income and Growth Investments are limited and/or risk in the overall bond and stock markets, and economy, are high in our view.
For investors that would like to invest in our individual stocks with the additional diversification of mutual funds that cover Income, Capital Preservation, and Cash Investments we offer three combination strategies.
Growth Strategy
The Growth Stock and Fund strategy is designed for investment accounts that desire long-term growth of capital. The Growth Strategy will invest primarily in Growth Investments such as stocks from our Focused Growth Companies strategy. The Growth Strategy may also invest in Income Investments such as dividend paying stocks from our Rising Dividend Income strategy, if valuations are attractive. Additionally, the Growth Strategy will invest in Capital Preservation Investments such as arbitrage funds, bear market funds, inverse ETF's, and gold investments as well as Cash Investments if attractive Growth Investments are limited, and overall systemic market risk appears high.
Moderate Strategy
The Moderate Stock and Fund strategy will normally allocate a fairly balanced amount to Growth Investments and Income Investments. This strategy is suitable for accounts that desire an allocation to Growth Investments but would not be comfortable with a large majority of the account in Growth Investments. The Moderate Strategy could also be called a Growth and Income strategy and is excellent for investors that need current income and long-term growth. In addition to dividend stock funds the Moderate Strategy will have an allocation to bond funds under the Income Investments category. The Moderate Strategy will also have allocations to Capital Preservation and Cash Investments when attractive Growth and Income Investments are limited and/or risk in the overall stock market and economy appear to be elevated.
Conservative Strategy
The Conservative Stock and Fund strategy is for accounts that require a high degree of safety. This strategy will normally be allocated primarily to Income Investments such as bond funds, and dividend stocks. The Conservative Strategy may allocate a small portion to Growth Investments if valuations are attractive. The Conservative Strategy may also have allocations to Capital Preservation and Cash investments if attractive Income and Growth Investments are limited and/or risk in the overall bond and stock markets, and economy, are high in our view.
