ideas-300x277Timely Stock Portfolio Strategy 

Performance: YTD Thru 4/18: 3.01%  Prior Year: 31.89%

Our stock objective is to outperform the S&P 500 by 1–3% each year.

The benchmark is the S&P 500 Index.

Our methodology selects individual stocks with a positive risk/reward potential over the next year.  This strategy is a diversified portfolio of 40 stocks with equivalent risk to the S&P 500.

The investor profile is those who seek to outperform the S&P 500 Index, prefer owning individual equities, have a long term time horizon and are comfortable with the fluctuations of the stock market.

Timely growth Portfolio Strategy 

Performance: YTD Thru 4/18: -1.09%  Prior Year: 19.53%

Our growth objective is to outperform the Total US Market Index by 1–3% each year.

The benchmark is the Total US Market Index.

Our methodology analyzes stock sectors, styles and capitalizations.  Based on our analysis, we recommend an allocation of equity exchange traded funds.

The investor profile is those who seek to outperform the Total US Market Index, have a long term time horizon and are comfortable with the fluctuations of the stock market.

Timely balanced Portfolio Strategy  

Performance: YTD Thru 4/18: -2.01%  Prior Year: 12.29%

Our balanced objective is to outperform a traditional 60/40 balanced portfolio of stocks and bonds by 1-3% each year, to preserve capital in bear markets and provide a portfolio less volatile than all stocks.

The benchmark is a mix of 60% Total US Market Index and 40% US Aggregate Bond Index.

Our methodology analyzes the stock, bond, real estate and commodity markets.  Based on our analysis, we recommend a moderate allocation of exchange traded funds.

The investor profile is those who have a moderate risk tolerance, seek a balance of stocks and bonds, and desire a portfolio less volatility than all stocks.

 

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