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Portfolio Management for Investors and Advisors
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Investment Management
Creation and management of investment portfolios that maximize return while minimizing risk. We use Efficient Market Hypothesis and other tools to design and monitor portfolio's of equities to deliver agreed objectives with minimum risk possible given the stock selection.
Currently we are running two portfolios:
AWM High Growth
This portfolio seeks to beat the S&P 500 over 3 to 5 years by selecting high growth stocks in a diversified portfolio. The portfolio is rebalanced quarterly and new stocks may be added from time to time. Asset allocations are made to achieve an efficient market portfolio.
AWM High Dividend Yield
Our high dividend portfolio is designed to provide an after tax income return above bond and money market rates, while maintaining and growing capital. The portfolio is rebalanced quarterly and new stocks may be added from time to time. Asset allocations are made to achieve an efficient market portfolio.
Currently we are running two portfolios:
AWM High Growth
This portfolio seeks to beat the S&P 500 over 3 to 5 years by selecting high growth stocks in a diversified portfolio. The portfolio is rebalanced quarterly and new stocks may be added from time to time. Asset allocations are made to achieve an efficient market portfolio.
AWM High Dividend Yield
Our high dividend portfolio is designed to provide an after tax income return above bond and money market rates, while maintaining and growing capital. The portfolio is rebalanced quarterly and new stocks may be added from time to time. Asset allocations are made to achieve an efficient market portfolio.