facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Portfolio Construction

Our portfolios are built one stock at a time - no closet indexing.

We invest ~1% in each stock, with an additional ~0.5 to 1% in the top-rated stocks.

Market cap will be within the range of the Russell 2000 Index at the time of purchase.

Sector weightings may not exceed 20% of the portfolio or 2x the benchmark weighting (whichever is greater).

Stay fully invested - cash is a residual of the stock selection process and will generally range between 2 and 5%.