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Growth stocks • income securities • retirement strategies
The Magnificent 7:
Long-Term Capital Appreciation
Chip Stocks
Semiconductors
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Long-Term Capital Appreciation
Fast-Paced
Growth Stocks
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| Ticker | Yield | Disc/Prem | Leverage | Price % of 52W Avg |
Chart | Mkt Cap | Freq | Strategy | ZScore 1Yr |
ZScore 3M |
ZScore 6M |
|---|
Long-Term Capital Appreciation
Contrarian
Blue-Chip Stocks
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Long-Term Capital Appreciation
Dividend
Dogs of the Dow
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LTCA
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✓ The LTCA Portfolio (Growth Stocks)*
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BHI
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✓ The High-Yield Portfolio**
✓ Top Bond ETFs
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✓ CIO Vantage
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✓ The LTCA Portfolio (Growth Stocks)
✓ The High-Yield Portfolio
✓ Top Bond ETFs
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✓ CIO Vantage***
* Long-Term Capital Appreciation Portfolio:
~30-40 holdings, including weights (long-term ratings), "buy-under" prices (near-term ratings), and risk-management metrics.
** BH High-Yield Portfolio:
~20-25 holdings, including weights (long-term ratings), "buy-under" prices (near-term ratings) and risk-management metrics. Aggregate yield of 8-9%+.
*** CIO Vantage:
Top-down views of markets and portfolio asset allocation; because you are the Chief Investment Officer.