Seeking out the best Large-Cap growth stocks in the world today, the Premier Growth Portfolio typically contains 20 to 25 equity positions. To be considered for the Premier Growth Portfolio, a company must display both superior momentum and valuation metrics.
As an actively managed portfolio, we maintain a short leash on stock positions included in this strategy. The investment thesis employed by our Premier Growth Portfolio helps reduce downside risks associated with broad market pullbacks and sector volatility. Controlling maximum portfolio drawdown is accomplished by our ability to raise cash and employ inverse or sector ETFs within the strategy.
Our Premier Growth Portfolio portfolio is best suited for Conservative Growth investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years. This portfolio will seek long-term capital gains treatment whenever possible.
The Premier Growth Portfolio was started on January 1, 2009. Performance for this portfolio can be found in our weekly Best Stocks Now Newsletter.
Seeking out the fastest growing stocks in the world today, the Ultra-Growth Portfolio typically contains 20 to 25 equity positions. Ultra-Growth holdings can vary in market capitalization, with most of the portfolio falling into the Mid-Cap universe. To be considered for the Ultra-Growth Portfolio, a company must display both superior momentum and valuation metrics.
As an actively managed portfolio, we maintain a short leash on stock positions included in this strategy. The investment thesis employed by our Ultra-Growth Portfolio helps reduce downside risks associated with broad market pullbacks and sector volatility. Controlling maximum portfolio drawdown is accomplished by our ability to raise cash and employ inverse or sector ETFs within the strategy.
Ultra-Growth Portfolio portfolio is best suited for Aggressive Growth investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years. This portfolio will seek long-term capital gains treatment whenever possible.
The Ultra-Growth Portfolio was started on January 1, 2012. Performance for this portfolio can be found in our weekly Best Stocks Now Newsletter.
Seeking out the best Dividend and Growth stocks in the world today, the Dividend and Growth Portfolio typically contains 20 to 25 equity positions. In addition to paying a dividend, to be considered for the Dividend and Growth Portfolio, a company must display superior earnings growth, momentum, and valuation metrics.
As an actively managed portfolio, we maintain a short leash on stock positions included in this strategy. The investment thesis employed by our Dividend and Growth Portfolio helps reduce downside risks associated with broad market pullbacks and sector volatility. Controlling maximum portfolio drawdown is accomplished by our ability to raise cash and employ inverse or sector ETFs within the strategy.
Our Dividend and Growth Portfolio portfolio is best suited for Conservative Growth investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years. This portfolio will seek long-term capital gains treatment whenever possible.
The Dividend and Growth Portfolio was started on January 1, 2009. Performance for this portfolio can be found in our weekly Best Stocks Now Newsletter.
Seeking out the fastest growing “emerging” stocks in the world today, the Emerging Growth Portfolio typically contains 20 to 25 equity positions. Our Emerging Growth Portfolio invests in Small-Cap and Micro-Cap companies we identify with “high upside potential”. To be considered for our Emerging Growth Portfolio, these small companies must display superior earnings growth potential, momentum, and valuation metrics.
As an actively managed portfolio, we maintain a short leash on stock positions included in this strategy. The investment thesis employed by our Emerging Growth Portfolio helps reduce downside risks associated with broad market pullbacks and sector volatility. Controlling maximum portfolio drawdown is accomplished by our ability to raise cash and employ inverse or sector ETFs within the strategy.
Our Emerging Growth Portfolio is best suited for Highly Aggressive Growth investors seeking superior risk-adjusted returns and a time horizon of at least 3 to 5 years. This portfolio will seek long-term capital gains treatment whenever possible.
The Emerging Growth Portfolio was started on March 31, 2019. Performance for this portfolio can be found in our weekly Best Stocks Now Newsletter.
Seeking out bonds issued by companies from our Best Stocks Now list, the Individual Best Bonds Now Portfolio typically contains 10 to 15 individual bond issues. In addition to inclusion on our Best Stocks Now list, to be considered for the Individual Best Bonds Now Portfolio, the bond issuer must display superior earnings growth, momentum, and valuation metrics.
As an actively managed portfolio, we are focused on both components of Total-Return: Yield and Capital Appreciation. We may hold bond issues to maturity or take profits when the opportunity presents itself.
The Individual Best Bonds Now Portfolio is best suited for investors seeking fixed-income exposure in retirement or as a complement to their equity/stock portfolios.
The Individual Best Bonds Now Portfolio was started on May 15, 2019. Performance for this portfolio can be found in our weekly Best Stocks Now Newsletter.
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We begin by listening. During our time together, we will address your most pressing questions or concerns, review your current financial situation, and discuss your goals for the future. Get a valuable second opinion on your current portfolio. We offer phone appointments, video conferencing, and in-person meetings to accommodate your schedule and time zone. Meet with us confidentially at no charge to chart your next course. Let’s Start the Conversation.
OUR CUSTODIAN:
We currently use Charles Schwab & Co., Inc. as our custodian, for all domestic accounts. Schwab acts as the custodian of your funds. Gunderson Capital Management, only has limited power of attorney to buy/sell in your account and collect quarterly management fees.