The WMA Top-Picks Portfolio seeks to relatively out-perform the broad U.S. equity market, as measured by the Russell 3000 Index. The selection relies on the WMA Total Market Techno-Fundamental Allocation Model, which screens a comprehensive list of companies of all market capitalizations. Based on a fundamental scoring methodology, companies are ranked according to three thematic categories: Value, Growth, & Yield. A quantitative overlay is then applied to eliminate stocks whose absolute share price or relative price are in weekly intermediate/long-term downtrends.
The portfolio selection attempts to maintain a blended allocation, with approximately one-third of assets invested in each of the three thematic categories (for investors interested in a specific thematic — Ultra Yield, Ultra Growth, or Ultra Value — we run dedicated portfolios in each of these themes, contact us for info) . Stocks are entered into the portfolio on an equally-weighted basis with a maximum of 25 to 30 position. With a targeted holding period in excess of three months for investments, this strategy best suits investors seeking long-term capital appreciation and income.
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