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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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