Our Pure Growth portfolio typically invests in equities. It focuses on companies that meet or exceed specific fundamental ratios based on their return on equity, price to earnings to growth ratios, and liquidity.
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Using proprietary computer algorithms, Earning Growth Portfolio buys stocks with the highest upward earning revision and upside earning surprise. Stocks are sold when they have lesser earning revision and earning surprise relative to other growth stocks, and are replaced with stocks of stronger earning revision and earning surprise. This diversified portfolio typically holds at least 50 stocks, is long only, does not use margin, and does not trade leveraged or inverse ETF.
The development of the U.S. shale industry is still infantile, however the potential output from these shale deposits can potentially ease the U.S. reliance on foreign energy and provide a significant amount of jobs to Americans in an economic downturn.
The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.
The U.S. Equity Large Cap Core Portfolio invests in what we believe are high quality, attractively valued blue chip companies. Stocks held in this portfolio are thought to be market leaders with strong products, distribution, management, and financials. The portfolio typically invests in companies that repeatedly report earnings results that exceed analyst and investor expectations.
Past performance is no guarantee of future results.
Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
All graph data is as of the end of day for the referenced period, unless otherwise specified.