Sheaff Brock Portfolio Strategies

The reason you have a portfolio is because diversification just makes sense: no intelligent investor would put all their money into one single stock. But investors can also get into trouble spreading themselves too thin trying to avoid risk when what they really want is higher returns.

Now factor in the reality that equities and securities change all the time—in price, relative valuation, yield and attractiveness. So how can you manage the right blend of equities and other instruments over time?

At Sheaff Brock, we specialize in putting together innovative portfolios for the Intelligent Investor. And because we're strictly fee-only, our success is linked to your success.

We offer portfolio solutions to address your specific goals for income and growth, and we manage customer accounts on a discretionary basis for growth, growth-and-income, tactical allocation, or just income. We also custom-blend portfolios to achieve very specific goals and risk tolerance.

Here′s a look at our primary portfolio types and characteristics.

Innovative Portfolio Options

Growth Portfolios:

• IntelliBuilD^® Growth—The 33 fundamentally strongest growth stocks from lists generated by Investor’s Business Daily. Click here for the IntelliBuilD^® Growth Fact Sheet.
• Bulls of the Dow—The 10 fundamentally strongest stocks in the Dow Jones Industrial Average, rebalanced quarterly. Click here for the Bulls of the Dow Fact Sheet.
• Outlier Growth—A diverse portfolio of stocks identified as early in a growth cycle with the goal of capital appreciation. Click here for the Outlier Growth Fact Sheet.

Growth-and-Income Portfolios:

• Dividend Growth and Income—A high quality portfolio of about 25 stocks with high and growing dividend income. A “dividend capture” strategy is often used to enhance our client’s yield. Click here for the Dividend Growth and Income Income Fact Sheet.
• Covered Call Income—High quality stocks with out-of-the-money covered calls written on every position. The primary objectives are high income from short-term capital gains and capital appreciation. Click here for the Covered Call Income Fact Sheet.
• Real Estate Income & Growth—A fully invested portfolio of publicly traded Real Estate Investment Trusts (REITs) with the goal of generating current income and seeking the opportunity for growth and capital appreciation. Click here for the Real Estate Income & Growth Fact Sheet.

Income Portfolios:

• Preferred Income—A portfolio of approximately 25-30 corporate preferred stocks with an objective of high income and capital preservation. Click here for the Preferred Income Fact Sheet.

Option Overlays:

• Index Income Overlay—An overlay strategy on the sale of a put option credit spread on an S&P 500 ETF to generate potential additional income. Click here for the Index Income Overlay Fact Sheet.

Remember, you’ve earned your success and you own it. We never take custody of your assets. We establish, maintain, and manage your portfolio on your behalf through a large, recognized custodian. We move as quickly as needed to manage your account, and you are kept completely informed of every transaction that takes place within your portfolio. When you have input, or even just a question, we listen.

If you'd like to learn more about Sheaff Brock and our approach, feel free to contact us.