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.
Tom Kaiser, CFA, CPA