High Quality stock model

Alpha Portfolios Model Investment Portfolios

The High Quality model portfolio

Strategy invests primarily in large capitalization stocks that provide value to investors by producing higher than average sales, earnings and cash flow.

High Quality Fundamental sector rotation ETF Model Investment Portfolio

High Quality sector rotation ETF Model Investment Portfolio

The results of this model portfolio are based on a backtest, which is a representations of a portfolio. The backtest results are hypothetical and actual results will vary. Performance of this model portfolio may differ substantially from the results of the backtest depicted here. Please see Portfolio and Backtest disclosures about this model portfolio.

Investment Philosophy

  • High Quality strategy is a large capitalization individual stock investment model designed to outperform the S&P 500 Index
  • High Quality strategy provides exposure to stocks that have high fundamental factors such as sales, earnings and cash flow
  • Securities with high fundamental factors typically provide better price appreciation and income
  • High Quality¬†strategy invests in liquid stocks

Investment Process

High Quality strategy utilizes a diversified investment approach to various individual stocks that deliver value to investors through higher fundamental factors such as sales, earnings, cash flow. Strategy invests in domestic, primarily large capitalization stocks. Strategy is always invested in the market.

Performance

High Quality Fundamental sector rotation ETF Model Investment Portfolio

"S&P 500" - The Standard & Poor's 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ
Sources: Rockledge, Compustat, Yahoo
Backtested performance

Benefits of the Portfolio

  • Designed to outperform the major stock benchmark in up and down markets
  • Aim to provide higher risk adjusted returns relative to the benchmark
  • Liquid holdings
  • Diversified holdings minimize individual company specific risk

Who Should Invest

  • Investors looking for long term capital appreciation from stocks
  • Investors who are seeking to receive income from their portfolios
  • Investors who are comfortable with low to medium investment risk
  • Investors seeking to diversify their portfolios

Portfolio Allocation - High Quality stock strategy

Holdings for October 2014

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Sorted Description Weight
AAPL APPLE INC 5.%
BAC BANK OF AMERICA CORP 5.%
BRK.B BERKSHIRE HATHAWAY 5.%
CSCO CISCO SYSTEMS INC 5.%
CVX CHEVRON CORP 5.%
GE GENERAL ELECTRIC CO 5.%
HD HOME DEPOT INC 5.%
IBM INTL BUSINESS MACHINES CORP 5.%
INTC INTEL CORP 5.%
JNJ JOHNSON & JOHNSON 5.%
JPM JPMORGAN CHASE & CO 5.%
MSFT MICROSOFT CORP 5.%
PEP PEPSICO INC 5.%
PFE PFIZER INC 5.%
PG PROCTER & GAMBLE CO 5.%
T AT&T INC 5.%
VZ VERIZON COMMUNICATIONS INC 5.%
WFC WELLS FARGO & CO 5.%
WMT WAL-MART STORES INC 5.%
XOM EXXON MOBIL CORP 5.%

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