Portfolios
Growth Portfolios
Portfolios created with the primary goal of achieving above-average returns. Portfolios are poised to benefit from emerging economic trends offering.
Online Shopping Portfolio
- High Growth Potential
- Sector, Industry, & Geographic Diversity
- Exposure to companies at the forefront of online retail
Digital Social Life Portfolio
- High Growth Potential
- Sector, Industry, & Geographic Diversity
- Exposure to social media, online gaming, and streaming
Work From Home Portfolio
- High Growth Potential
- Sector, Industry, & Geographic Diversity
- Exposure to online collaboration software and cyber-security
Artificial Intelligence & Innovative Tech Portfolio
- High Growth Potential
- Sector, Industry, & Geographic Diversity
- Exposure to AI and other innovative technologies
Balanced Portfolios
Portfolios seeking to increase dividend potential with a secondary emphasis on growth. Portfolios are created with the goal of offering lower volatility, when compared to the overall market, and above-average yield.
Housing Shortage Portfolio
- High Income Potential
- Sector Diversity
- Exposure to residential REITs, home builders, and home improvement
Healthy Living Portfolio
- High Income Potential
- Sector Diversity
- Exposure to healthcare facility REITs, sports apparel, and healthcare technology
Renewable Energy Portfolio
- High Income Potential
- Sector, Industry, & Geographic Diversity
- Exposure to alternative energy producers, renewable energy technologies, and companies going green
Digital Infrastructure Portfolio
- High Income Potential
- Sector, Industry, & Geographic Diversity
- Exposure to datacenter REITs and wireless communications
Savings Account Alternative Portfolios
Portfolios are a combination of federal or private bonds guaranteed by the issuer. Portfolios are designed to exceed inflation and protect purchasing power with low volatility.
Government Loan Portfolio
- >2% Yield Target
- Bond Term Diversity
- Exposure to US Government Bonds
Corporate Loan Portfolio
- >2.5% Yield Target
- Bond Term Diversity
- Exposure to Corporate Bonds
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