Bulls of the Dow
The Bulls of the Dow strategy is a concentrated portfolio comprising ten of the 30 companies that constitute the Dow Jones Industrial Average (DJIA). The stocks are selected quarterly by quantitatively scoring for their downside risk based on valuation, growth, fundamentals, and sentiment. While the computerized approach eliminates human errors, it has led to higher turnover. Since the portfolio’s inception in 2013, this systematic and disciplined approach has been working toward its goal of capital appreciation.
Portfolio Managers
Tom Kaiser, CFA, CPA
Inception Date
Bulls of the Dow SMA Strategy Highlights
Seeks capital appreciation through a focused portfolio of familiar U.S. large capitalization equities.
Active management of this SMA focused on mitigating downside risk of individual companies.
Systematic and disciplined investment approach.
Bulls of the Dow Portfolio Construction
1st | Universe
Dow Jones Industrial Average which is comprised of 30 U.S. large companies from diversified industries to act as a proxy for the entire market.
2nd | Screen
Utilize Revelation Investment Research to analyze downside risk based on valuation, growth, fundamentals, and sentiment.
3rd | Decision
Select 10 stocks based on the quantitative screening for this SMA and rebalance quarterly.