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:
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.