Sheaff Brock Twenty Under Thirty-Five Portfolio Strategy


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


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


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.

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