Model Portfolios: Simplifying our Strategy
Starting in September, we’re taking a giant step to simplify our Energy and Income Advisor Portfolio strategy.
Our 3 Model Portfolios are divided into “Conservative” and “Aggressive” Holdings. The Conservative stocks are intended to be bedrock positions, where our objective is long-term capital appreciation and in most cases a rising stream of income. The Aggressive stocks carry more risk but also more upside potential and often very high yields to reward your wait.
