US Equity
Model Portfolio Strategy • Quarterly rebalancing
5Y Ann. Return
+14.7%
Dividend Yield
1.5%
Sharpe Ratio
1.18
Active Positions
25
Strategy
In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality US companies that consistently generate shareholder wealth, while trading at attractive multiples. This strategy is based on a proprietary multi-factor quantitative model.
Rebalancing Calendar
- Friday, May 1st, 2026
- Tuesday, August 4th, 2026
- Monday, November 2nd, 2026
Objectives
- Target long term capital appreciation among US Equities.
- Consistently deliver performance over the S&P 500 Total Return Index.
- Maximize tax efficiency by having a low portfolio turnover ratio.
Suitability
You have a reasonable investment time horizon (over 5 years) and a medium to high risk tolerance. Consider this strategy if you are seeking an equity strategy that is not focused on tracking an index, but is instead focused on generating alpha in any market environment.
Performance vs S&P 500 TR
StrategyBenchmark
Sector Allocation
Info Tech
20.5%Health Care
16.2%Financials
14.8%Industrials
12.1%Discretionary
10.4%Staples
8.8%Energy
7.2%Materials
5.5%Telecom
4.5%Unlock full access to this strategy
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