Our tailored portfolio model service is crafted to meet the unique needs of investors in various life stages. Centered on a growth-oriented strategy, we aim to optimize returns while aligning with individual risk tolerances. For young investors seeking wealth accumulation, our model emphasizes high-growth opportunities. As clients progress into mid-career, the portfolio adjusts to balance growth with stability. For those approaching retirement, a focus on wealth preservation becomes paramount. Through meticulous research and dynamic adjustments, our service ensures that investors experience a personalized and adaptive approach, fostering financial success at every stage of life.
This portfolio is designed to capture the robustness and growth of the technology industry. The 5001 series is designed for maximum growth. On a scale of 1 to 10, this portfolio carries a risk rating of 6 - 7. The portfolio has 13 to 17 positions, but the number of positions may change throughout the year as earnings are reported for each company in the portfolio. The sector positions are currently in communications, security, gaming, alternative vehicles, and semiconductors.
Supercharge your retirement savings or achieve index-like returns with customizable investment solutions.
Even though the risk-to-reward ratio on this portfolio is high, we believe this portfolio can help an investor close the gap or retirement shortfall on their retirement funds because the returns have been solid.
Categories
Portfolio Allocation
Minimum Investment: $5000
1-year current returns as of 11/16/2023
Mon | 09:00 am – 04:00 pm | |
Tue | 09:00 am – 04:00 pm | |
Wed | 09:00 am – 04:00 pm | |
Thu | 09:00 am – 04:00 pm | |
Fri | 09:00 am – 04:00 pm | |
Sat | Closed | |
Sun | Closed |
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