Defensive Alpha Portfolio (DAP): This portfolio invests in a select group of companies across a broad capitalization range. Typically, the portfolio holds up to 20 stocks. When the S&P 500 Index goes up, DAP’s equity position can increase in high Alpha growth stocks, up to 20 stocks selected to outperform the S&P 500. When the S&P 500 Index goes down, DAP can react by trimming the portfolio and moving into cash to be reinvested again at the right time.
U.S. Equity Sector Plus Portfolio: This is a diversified portfolio including domestic equity and fixed income components using iShares®and PowerSharesETFs.
U.S. Equity Sector Plus featuring AlphaDEX® Portfolio: A diversified portfolio including domestic equity and fixed income components using AlphaDEX®ETFs from First Trust Portfolios L.P. along with iShares®ETFs.
The goal of these nimble portfolios is to out-perform up markets and limit losses in declining markets by moving to cash or bonds when conditions warrant.
Despite some wild stock market gyrations over the last 6+ years, these portfolios have strived to have smooth and steady returns.
Our portfolios are best used along with other styles and asset classes.
A Look at Our Custom Portfolios
At Navellier, we recognize that you are a unique investor with goals, risk tolerances and other factors that need to be considered for a complete investment strategy. This is why we look at the whole picture and make custom recommendations that suit your unique investment needs.
For example, if you are interested in implementing a defensive, capital preservation strategy, but also want to capitalize on large cap stocks and include income-generating holdings, here is a very simple sample of how we could blend three of our portfolios to achieve your goals within your preferred risk tolerance.