4 Specific Portfolios
- Conservative Growth Portfolio
- Moderate Growth Portfolio
- Aggressive Growth Portfolio
- Hybrid Portfolio
The first 3 include stocks separated by their individual level of risk based on a number of factors including relative size, industry, liquidity, cyclicality, and the individual stocks potential for gains (both income and capital appreciation). Our “Hybrid Portfolio” consists of top recommendations from our Conservative, Moderate, and Aggressive Growth portfolios in one diversified portfolio. We have also developed a new “Monitor List” for stocks in Active Coverage which may have recently received a SELL rating, remain both a long and short-term HOLD, or we are monitoring for appropriate entry points.
The hybrid model portfolio consists of our top recommendations from our conservative, moderate, and aggressive Growth portfolios. The purpose of this portfolio is to provide clients with a basic format for creating their own portfolio, providing exposure to each individual risk class – conservative, moderate, and aggressive.
Stocks in the Conservative Growth portfolio are typically large-cap companies with lower relative levels of risk and earnings volatility.
Stocks in the Moderate Growth portfolio are typically mid-cap companies with moderate relative levels of risk and earnings volatility.
Stocks in the Aggressive Growth portfolio are typically small-cap companies with potentially higher relative levels of risk and earnings volatility.
Stocks on the Monitor List include stocks in Active Coverage which may have recently received a SELL rating, remain both a long and short-term HOLD, or we are monitoring for appropriate entry points.