Model Portfolio Investment Strategies
Platinum Signature Growth Model Portfolio
Our Platinum Signature Growth Model is a strategically constructed portfolio based on the primary sectors of the S&P 500. Guided by our investment philosophy and market outlook, the model emphasizes sectors we believe are best positioned for future growth.
Allocations are determined through careful analysis and the informed perspectives of several respected industry analysts, with the objective of maximizing long-term returns.
Platinum Signature Blend Portfolio
Our Platinum Signature Blend Portfolio combines our Signature Growth Model with the addition of 5–7 tactical, value-oriented funds. This structure allows us to capture growth opportunities while selectively incorporating value strategies that may enhance overall performance.
Our team works diligently to identify and select the most compelling ideas within each category. Portfolio allocations are determined through careful analysis and informed perspectives from several respected industry analysts, with the objective of maximizing long-term returns while maintaining thoughtful diversification.
Platinum Signature Balanced Portfolio
Our Platinum Signature Balanced Portfolio consists of core equity ETFs and mutual funds and is designed to reflect a balanced approach to U.S. equities.
This model may be a strong fit for investors seeking broad market exposure while maintaining the flexibility to navigate between growth and value opportunities across multiple domestic sectors.
With quarterly reviews and potential reallocations, the portfolio is designed for newer investors as well as those seeking increased exposure to U.S.-focused securities.
Platinum Dividend Growers Portfolio
Our Platinum Dividend Growers Portfolio focuses on larger, high-quality companies with strong growth characteristics and a demonstrated history of consistent dividend increases.
This strategy is designed for long-term investors seeking capital appreciation while enjoying the benefits of owning a curated portfolio of individual dividend-growing stocks.
The portfolio is actively monitored and may be updated or reallocated on a quarterly basis to reflect changing market conditions and opportunities.
Platinum Dow Ten Portfolio
Our Platinum Dow Ten Portfolio is a classic value-based strategy that has been used by investors for decades. It is built by selecting the ten highest-yielding stocks within the Dow Jones Industrial Average, often referred to as the “Dogs of the Dow” approach.
The rationale behind the strategy is straightforward: when a company’s dividend yield rises relative to others in the index, it often indicates the stock may be undervalued compared to its peers. By focusing on the ten companies with the highest yields, the portfolio seeks to capture opportunities where quality, blue-chip companies are temporarily priced below their long-term value.
Over time, the expectation is that these higher-yielding stocks will appreciate and move more in line with the rest of the index. This disciplined, value-oriented approach provides clients exposure to established companies while emphasizing attractive valuations and meaningful dividend income.
As part of our clients’ overall investment structure, the Platinum Dow Ten Portfolio can provide a compelling balance of value potential and income generation, complement growth-oriented allocations while helping enhance overall portfolio diversification.
Platinum Precision Income Portfolio
Our Platinum Precision Income Portfolio offers a fresh, modern approach to the traditional laddered bond strategy. By utilizing Invesco’s BulletShares ETFs, each fund holds hundreds of individual bonds that mature in a specific calendar year, effectively creating each rung of the ladder within a single, diversified fund.
To further enhance the strategy, we incorporate three to four core tactical funds designed to provide additional diversification and potentially increase overall yield.
When integrated into a client’s broader investment strategy, the Platinum Precision Income Portfolio aims to reduce overall portfolio volatility while enhancing income generation.
Platinum Premium Equity Income Portfolio
Our Platinum Premium Equity Income Portfolio has emphasis on both income and growth and is composed of ETFs that invest in established companies with strong cash flows and a long history of paying dividends.
This strategy is generally best suited for investors seeking regular income from their investments while maintaining the potential for moderate capital appreciation.
The portfolio may be updated and rebalanced quarterly to maintain diversification and respond to changing market conditions.
Advanced Solutions
Sophisticated investment strategies designed to help align your portfolio with your goals, risk tolerance, and long-term financial plan.
Buffered ETFs
A Buffered ETF can help provide a level of downside protection within a portfolio. In exchange for this protection, an investor accepts a cap on potential upside returns.
This type of strategy may be appropriate for investors seeking equity market exposure with a measure of risk mitigation.
Let’s explore this approach together to determine whether buffered ETFs may be a good fit for your investment strategy.
Structured Notes
Structured notes are hybrid securities that combine a bond component with a derivative component. Their performance is typically linked to the return of a market index or a basket of indices.
These notes may be structured to provide regular income (Income Notes) or to offer partial principal protection with the potential for market-linked growth (Growth Notes).
Structured notes are generally designed to be held until maturity and may be appropriate for investors seeking customized risk and return profiles.
Contact our team to learn more and determine whether structured notes may be suitable for your individual investment objectives.
Direct Indexing
Direct indexing is an investment strategy that allows for enhanced tax-loss harvesting while maintaining exposure to a chosen market index.
This approach can be customized to align with your specific portfolio, investment goals, and tax considerations.
Our team can help evaluate whether direct indexing may be an appropriate solution for your individual circumstances.
Disclaimer
This content is for informational purposes only and does not constitute financial, legal, or tax advice. Investments involve risk, including the loss of principal. Past performance is not indicative of future results.
Direct Indexing requires the purchase of certain securities such as Stock. Stock investing involves risks, including fluctuating prices and loss of principal.