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(203) 966-2712
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Investment PortfoliosOur goal is to meet your long-term investment goals by creating for you a fully diversified investment portfolio i.e. a portfolio that can weather the ups and downs of investment markets, because it comprises a broad array of assets and is not overly reliant on the value of one particular stock, security, or asset class. All investment holdings within your portfolio are researched and monitored by Catherine, personally, and depending on the size of the portfolio and your personal investment goals, the portfolio may include individual stocks, bonds, and exchange-traded funds (ETFs). We use ETFs to provide you with allocations to small-cap, mid-cap and international equities, as well as to commodities and real estate investment trusts (REITs). When choosing individual stocks for your portfolio, we focus on companies that pay dividends and with the potential to increase their dividends in the future. In general, these companies have favorable balance sheets and above average levels of cash flow per share. We buy them when we believe they are trading at a discount to their future value and sell them when they are overvalued or management is unable to achieve its goals. Once your portfolio is set up, we use "smart rebalancing" to monitor the portfolio. This means that when a holding is 20% - 25% adrift of its original target, we rebalance the portfolio. By moving from our over-weighted positions to underweighted positions we are staying ahead of the trends—and our smaller size gives us the agility to change portfolio positions in a way that larger investment managers cannot. Overall, our goal is to provide you with consistent returns over the long term, rather than chasing market performance up (or down) in any one year. The markets are not always rational; they are often filled with emotion. For any investor to be successful, we believe long-term commitment is necessary. |
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