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DEFENSIVE EQUITY

$100,000 Minimum Investment

Model Investment Objective & Strategy

To pursue capital appreciation through a focus on mitigating potential downside risks. The strategy of the portfolio is to focus asset selection on historical defensive sectors (Utilities and Consumer Staples) which may be considered to not react to macro-economic shifts in non-correlating ways as well has had high barriers to entry for competing companies.

KEY PORTFOLIO ATTRIBUTES
QUANTITATIVE Asset selection uses a rules-based methodology for stock selection to mitigate non-research-based reaction to market influences.
FIXED CRITERIA Purchases are made using a multi-factor approach to stock metrics to help find what we consider to be undervalued securities in the domestic Utilities and Consumer Staples sectors.
DEFENSIVE SECTORS By investing exclusively in the Consumer Staples and Utilities sectors, we aim to shield investors from the full effect of capital losses during market declines.
DIVIDEND BIAS Stocks which pay a dividend are biased in the formula due to the disproportionate positive effect dividends can play in total return.
US-BASED EQUITY In contrast to CORE PORTFOLIO SERIES, the Defensive Equity SELECT model limits its asset selection to only US-based holdings in its 30-individual stock portfolios.
DIVIDEND REINVESTMENT While not required, dividend reinvestment is encouraged to enhance total return on the portfolio.
  The utilities sector is comprised of companies involved with the delivery of electricity, gas, water, and other related services. Because the purchase of utilities is considered by most households to be non-negotiable regardless of market conditions, companies in this sector can be considered less affected by macro-economic conditions. Utility companies often carry large amounts of debt and can be adversely affected by rising interest rates because of this.
  The consumer staples sector is comprised of companies which provide goods services regularly consumed by the American public. These goods and services may include food, beverages, housewares, tobacco products, clothing and prescription drugs Because many of these items are considered non-discretionary by US households, the sector can have the tendency to be less reactive to macro-economic conditions.


 
 
 
 
 
 

 

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TrilogyCapital



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