Portfolios, Retirement Income Planning, Risk Management, & Consulting
We currently manage 5 portfolios that offer various degrees of investment risk and return. From the conservative investor that is seeking stability and income to the more aggressive investor looking for capital appreciation and growth. You can mix and match, but we will recommend the best fit that is tailored to your needs.
Seeks out the best Large-Cap growth stocks in the world today. Selected equities must display both superior momentum and valuation metrics. This active portfolio is best suited for “Conservative Growth” investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years.
Seeks out the fastest growing stocks in the world today. Portfolio holdings vary in market capitalization, with most of the portfolio falling into the Mid-Cap and Small-Cap universe. This active portfolio is best suited for “Aggressive Growth” investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years.
Seeks out the best Dividend and Growth stocks in the world today. To be considered for the portfolio, a holding must pay a dividend, display superior earnings growth, momentum and valuation metrics. This active portfolio is best suited for Conservative Growth investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years.
Seeks out bonds issued by companies from our Best Stocks Now rankings list where the bond issuer displays superior earnings growth, momentum and valuation metrics. This active portfolio is best suited for investors seeking fixed-income exposure in retirement or as a complement to their equity/stock portfolios.
Most clients hire Gunderson Capital Management for the management of their assets, but over time clients come to understand the significant value in these ongoing, non-investment-oriented services. Financial planning is not a static event, but rather a dynamic journey that must be evaluated regularly. We believe that the pursuit of these financial planning areas is crucial to obtaining financial success. Financial planning services are very broad in nature and are specific to each client’s request or needs and may include Risk Management, Retirement Planning, Investment Analysis & Planning & Private Individual Consultations.
The Best Stocks Now! Newsletter contains Bill Gunderson’s weekly market analysis, research notes, market forecasts, and his current recommendations for 401K/TSP allocation decisions. Additionally, our “Client” and “Live Trading” subscriber versions provide Bill’s model portfolio holdings and weekly trade activity.
Join Bill Gunderson live every morning while he hosts the nationally syndicated radio program Best Stocks Now. Listen as Bill breaks down the market daily and shares the best stocks in the market today. You can also catch the replay via our podcast archive link below.
JOIN BILL GUNDERSON LIVE EVERY MORNING WHILE HE HOSTS THE NATIONALLY SYNDICATED RADIO PROGRAM BEST STOCKS NOW. LISTEN AS BILL BREAKS DOWN THE MARKET DAILY AS HE SHARES THE BEST STOCKS IN THE MARKET RIGHT NOW. YOU CAN ALSO CATCH THE REPLAY VIA PODCAST.