PORTFOLIOS
Investor accounts at Signalert Asset Management include different mixes of assets based on clients' financial situations and risk tolerances...
Client account portfolios utilize:
- Individual high paying dividend stocks.
- Current selections are offering yields between 4% and 6%*
- Top performing equity mutual funds*
- Top performing exchange traded Funds (ETF’s)*
- High yield bond mutual funds now paying 6% to 7%*
- Foreign bond funds
- Investment-grade bonds and bond funds that pay 4% to 6% per year*
We make every effort to see that clients are invested in the right areas of the stock and bond markets at the right times. When changes in market conditions warrant a change in our clients’ holdings, we take appropriate action, using active entry and exit strategies to control risk. Each portfolio's core equity position is increased or decreased based on proprietary timing models and strategies. Call us for a consultation.
*see Legal Disclaimer |
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Income Portfolios |
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Seek to achieve steady, predictable streams of interest and dividends from corporate bonds, Treasury notes, dividend-paying stocks and bond mutual funds. Assets are monitored on a continuous basis, and reallocated at regular intervals if needed. |
Portfolio Allocation:
100% Bonds |
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Aggressive Portfolios |
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Seek to achieve capital appreciation from stocks, covered calls, mutual funds, high yield bond funds and other vehicles. Investors in these portfolios are willing to assume somewhat higher investment costs and risks in order to secure potential additional returns. |
Portfolio Allocation:
When Fully Invested
25% High-Yield Bonds
75% Common & Preferred Stocks, Options, ETF's, Funds, Short Instruments
(30% Core Equity)
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Moderate Portfolios |
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Offer opportunities for capital gains through a blend of stock and income instruments offering potential returns from rises in the stock and bond markets. Portfolios include holdings selected from thousands of stocks and stock funds as well as income-oriented mutual funds, and actual debt instruments such as bonds and notes. |
Portfolio Mix
When Fully Invested
40% Bonds
60% Common Stocks, Preferred Stocks, Covered Calls, ETF's & Mutual Funds
(25% Core Equity) |
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Conservative Portfolios |
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Offer minimum cost, potential long-term capital appreciation from assets with steady, predictable streams of interest. Assets will change in value as a result of changes in principal due to prevailing interest rates. |
Portfolio Allocation:
When Fully Invested:
70% Bonds
30% Stocks, Mutual Funds, ETF's
(10% Core Equity)
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Options Portfolios |
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For clients with relatively large investment accounts who want strategies using options and more risky security vehicles. Options are rewritten every month as needed. Invested positions are derived from a fundamental selection approach. |
Portfolio Allocation:
100% Covered Calls
(Core Position Varies Based on Market Conditions) |
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Alternative Portfolios |
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Seek to achieve capital appreciation through alternative instruments that hedge against changes in currencies, commodities, and the relative strength of the U.S. vs international markets. |
Portfolio Allocation:
When Fully Invested:
50% Bonds
50% Stocks
(25% Core Equity) |
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