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This strategy seeks long-term capital appreciation through investing in domestic stocks that offer the opportunity to avoid downside risk.

Twenty Under Thirty-Five Strategy Overview

DESCRIPTION

The Twenty under Thirty-Five Portfolio is a fully invested portfolio focused on twenty domestic stocks that are priced at $35 or less.  Sheaff Brock takes a disciplined approach with the overall portfolio management, seeking a portfolio of individual stocks in order to generate the potential for long term capital appreciation.

The primary objective of the Sheaff Brock IntelliBuilD Growth portfolio strategy is threefold:

  • Offer investors the opportunity to diversify a domestic equity portfolio
  • Identify and invest in stocks that offer the best opportunity to avoid downside risk
  • Identify and invest in stocks that have the opportunity to offer long-term capital appreciation

INVESTMENT METHODOLOGY & PORTFOLIO CONSTRUCT

The Sheaff Brock Twenty under Thirty-Five portfolio is designed for long-term growth through capital appreciation. Sheaff Brock utilizes a disciplined approach toward individual stock selection. The approach is grounded in an objective bottom-up fundamental analysis that focuses on identifying the downside risk of a particular stock. The analysis involves a fundamental value-oriented assessment incorporating over 20 different variables that historically have offered predictability of downside risk (e.g. free cash-flow, revenue stability, profitability changes and trends, leverage, stock price volatility/correlation, and earnings surprise persistency). Finally, from a sector-neutral decile ranking of stocks, the Sheaff Brock Investment Committee determines the final stock selections for inclusion in the portfolio.

If you'd like to learn more about the Sheaff Brock Twenty Under Thirty-Five portfolio strategy, feel free to contact us.

Please click here to review Sheaff Brock disclosures about the portfolio strategy information provided.