investment portfolios

investment portfolios

investment portfolios are about owning something real... not fake.

we read over 100 industry newsletters a day, we avoid financial TV (a sports channel to us), our newsletters are easy to read, and we diversify away from market bubbles.

how much risk matters.
once we know your age, monthly budget, and time horizon per goal, we decide how much stock vs. bonds you should have (i.e., asset allocation).

we are very picky investors.
our portfolio consists of 20-30 global stocks with a target holding period of 3-5 years, investing in dividend, growth, and human need companies.

our work never ends.
the economy can change. your life can change. and thus portfolios have to be rebalanced. we are also always researching new companies to buy.

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