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Stock Portfolio Description

The stock portfolio holds about 8-15 medium and large cap stocks at any given time and is slightly more active due to the greater inherent volatility of individual stocks in relation to ETFs. Correspondingly, the stock portfolio is capable of realizing much higher growth rates due to the ability to select high growth individual companies as opposed to selecting a broad index of companies (ETFs), which are certain to carry at least some under performing stocks. Like the ETF portfolio, the stock portfolio may utilize inverse ETFs both as a way to mitigate risk and as a way to profit from bear market conditions. The table below is a snapshot of some closed trades from 2018.

Stock Portfolio


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