Our Investment Approach
Our Portfolio
Our diversified investment portfolio mainly consists of Standard & Poor's 500 (S&P 500) large cap stocks (companies with a stock market capitalization value of more than $10 billion) that have a steady and high quarterly dividend payout to it's shareholders.
Our Investment Style
We mainly purchase S&P 500 large cap stocks that experience a, "dip", in stock market price but not market value.
Through market timing or active investing, we take advantage of the opportunity to, "dip buy," the stock and add it to our existing portfolio.
These "dips" are usually caused by negative news such as earnings misses, legal issues, analyst downgrades, or negative media articles.
The picture to the left is a great example of the type of stock and stock pattern we invest in. This particular stock had earnings and revenue that beat expectations, but slashed its full-year profit outlook.
Disclaimer
There is no guarantee that a diversified stock market or wealth management portfolio will outperform a non-diversified stock market or wealth management portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.